---
title: "Get the retirement capital transactions"
method: GET
path: "/policies/{policyId}/transactions"
tags: ["transactions"]
---

# Get the retirement capital transactions

`GET /policies/{policyId}/transactions`

Retrieves all transactions affecting the policy's retirement capital in the specified date range.

The resulting transaction list is sorted in chronological order, starting with the oldest transaction. If several transactions
occurred on the same date, they are ordered such that adding the transaction amount to the previous transactions balance results in
the balance provided by the current transaction.

The first transaction in the list is a pseudo transaction providing the carryover balance from the previous period. It is the only
transaction with the category `carryover`.

The `from` date must be before or be equal to the `to` date.

The result contains a date range as well. It is usually equal to the request date range. However, if the requested `from` date is
before the start of the policy or if the request `to` date is in the future, the date range may be adjusted to reflect the effective
date range.

## Path parameters

- `policyId` string, required — Technical ID of policy used in API calls.

## Query parameters

- `from` string, date, required — Common date format.
- `to` string, date, required — Common date format.

## Response `200`

Retirement capital transactions.

- Transactions — Retirement capital transactions.
  - `from` string, date, required — Start of date range (inclusive).
  - `to` string, date, required — End of date range (inclusive).
  - `transactions` Transaction[], required — Chronologically sorted list of transactions.
    - `amount` number, required — Transaction amount (in CHF, positive numbers for credits, negative numb for debits).
    - `balance` number, double, required — Retirement capital balance after transaction.
    - `category` 'carryover' | 'transfer' | 'employeeContribution' | 'employerContribution' | 'homeOwnershipEncouragement' | 'voluntaryPurchase' | 'securityInvestment' | 'dividend' | 'fee' | 'other', required — Transaction category: - `carryover`: Pseudo transaction to provide the carryover from the preceding period - `transfer`: Transfer in and out of the fund (related to an start and end of employment) - `employeeContribution`: Employee contribution as part of salary payment - `employerContribution`: Employer contribution as part of salary payment - `homeOwnershipEncouragement`: Transaction related to home ownerhsip encouragement scheme - `voluntaryPurchase`: Transaction related to voluntary purchse of retirement benefits - `securityInvestment`: Transaction related to a security investment or deinvestment - `dividend`: Transaction related to payouts/distributions from security investments - `fee`: Transaction related to fees - `other`: Other reason for transaction not listed above
    - `date` string, date, required — Transaction date (date the transaction becomes effective financially).
    - `reason` string, required — A human-readable description of the transaction reason, in the insured person's preferred language.
    - `id` string — Transaction ID.

## Other responses

- `400` — Some of the input is incomplete or invalid for starting a request.
- `401` — Access token is missing or invalid.
- `404` — Invalid ID / no authorization to access data.
- `500` — Internal Server Error - The server encountered an unexpected condition that prevented it from fulfilling the request.

---

[API](https://skmtc.net/swissfintechinnovations/apis/pension-2.md) · [All operations](https://skmtc.net/swissfintechinnovations/apis/pension-2/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/swissfintechinnovations/pension-2/versions/ce7234453575/schema)