---
title: "Query transaction summary"
method: POST
path: "/v6/banks/transactions/query/summary"
tags: ["Bank Transactions"]
---

# Query transaction summary

`POST /v6/banks/transactions/query/summary`

Query transaction summary for the authenticated user

## Headers

- `Tight-Version` '6' | '0.1.0' | '6.0.0'

## Request body

- BankTransactionsSummaryGetParam
  - `groupBy` 'REVIEW_STATUS' | 'STATUS' | 'TYPE', required — Groupings for items in the response.
  - `filter` BankTransactionsSummaryFilterParam — Filter for items in the response.
    - `search` string — Search filter
    - `date` DateFilter — Date filter
      - `equal` string, date — Value - returns all records with specified field equal to this value.
      - `notEqual` string, date — Value - returns all records with specified field not equal to this value.
      - `greaterThan` string, date — Value - returns all records with specified field greater than to this value.
      - `greaterThanEqual` string, date — Value - returns all records with specified field greater than or equal to this value.
      - `lessThan` string, date — Value - returns all records with specified field less than to this value.
      - `lessThanEqual` string, date — Value - returns all records with specified field less than or equal to this value.
    - `amount` AmountFilter — Match count filter
      - `equal` integer — Value - returns all records with specified field equal to this value.
      - `notEqual` integer — Value - returns all records with specified field not equal to this value.
      - `greaterThan` integer — Value - returns all records with specified field greater than to this value.
      - `greaterThanEqual` integer — Value - returns all records with specified field greater than or equal to this value.
      - `lessThan` integer — Value - returns all records with specified field less than to this value.
      - `lessThanEqual` integer — Value - returns all records with specified field less than or equal to this value.
    - `description` StringFilter — Name filter
      - `equal` string — Value - returns all records with specified field equal to this value.
      - `notEqual` string — Value - returns all records with specified field not equal to this value.
      - `greaterThan` string — Value - returns all records with specified field greater than to this value.
      - `greaterThanEqual` string — Value - returns all records with specified field greater than or equal to this value.
      - `lessThan` string — Value - returns all records with specified field less than to this value.
      - `lessThanEqual` string — Value - returns all records with specified field less than or equal to this value.
      - `contain` string — Value - returns all records with specified field containing this value.
    - `notes` StringFilter — Name filter
      - `equal` string — Value - returns all records with specified field equal to this value.
      - `notEqual` string — Value - returns all records with specified field not equal to this value.
      - `greaterThan` string — Value - returns all records with specified field greater than to this value.
      - `greaterThanEqual` string — Value - returns all records with specified field greater than or equal to this value.
      - `lessThan` string — Value - returns all records with specified field less than to this value.
      - `lessThanEqual` string — Value - returns all records with specified field less than or equal to this value.
      - `contain` string — Value - returns all records with specified field containing this value.
    - `status` EnumStatusListFilter — Status filter
      - `in` string[]
      - `notIn` string[]
      - `equal` 'ACTIVE' | 'INACTIVE' | 'REMOVED'
      - `notEqual` 'ACTIVE' | 'INACTIVE' | 'REMOVED'
      - `greaterThan` 'ACTIVE' | 'INACTIVE' | 'REMOVED'
      - `greaterThanEqual` 'ACTIVE' | 'INACTIVE' | 'REMOVED'
      - `lessThan` 'ACTIVE' | 'INACTIVE' | 'REMOVED'
      - `lessThanEqual` 'ACTIVE' | 'INACTIVE' | 'REMOVED'
    - `reviewStatus` ReviewStatusListFilter — Review status filter
      - `in` string[] — List of values to include.
      - `notIn` string[] — List of values to exclude.
      - `equal` 'RECONCILIATION_DISCREPANCY' | 'USER_REVIEW_REQUIRED' | 'ACCOUNTANT_REVIEW_REQUIRED' | 'PARTNER_REVIEW_REQUIRED' | 'AWAITING_MATCH' | 'STAGED' | 'RECONCILED'
      - `notEqual` 'RECONCILIATION_DISCREPANCY' | 'USER_REVIEW_REQUIRED' | 'ACCOUNTANT_REVIEW_REQUIRED' | 'PARTNER_REVIEW_REQUIRED' | 'AWAITING_MATCH' | 'STAGED' | 'RECONCILED'
      - `greaterThan` 'RECONCILIATION_DISCREPANCY' | 'USER_REVIEW_REQUIRED' | 'ACCOUNTANT_REVIEW_REQUIRED' | 'PARTNER_REVIEW_REQUIRED' | 'AWAITING_MATCH' | 'STAGED' | 'RECONCILED'
      - `greaterThanEqual` 'RECONCILIATION_DISCREPANCY' | 'USER_REVIEW_REQUIRED' | 'ACCOUNTANT_REVIEW_REQUIRED' | 'PARTNER_REVIEW_REQUIRED' | 'AWAITING_MATCH' | 'STAGED' | 'RECONCILED'
      - `lessThan` 'RECONCILIATION_DISCREPANCY' | 'USER_REVIEW_REQUIRED' | 'ACCOUNTANT_REVIEW_REQUIRED' | 'PARTNER_REVIEW_REQUIRED' | 'AWAITING_MATCH' | 'STAGED' | 'RECONCILED'
      - `lessThanEqual` 'RECONCILIATION_DISCREPANCY' | 'USER_REVIEW_REQUIRED' | 'ACCOUNTANT_REVIEW_REQUIRED' | 'PARTNER_REVIEW_REQUIRED' | 'AWAITING_MATCH' | 'STAGED' | 'RECONCILED'
    - `type` BankTransactionTypeFilter — Type filter
      - `in` string[] — List of values to include.
      - `notIn` string[] — List of values to exclude.
    - `bankAccount` BankAccountFilter — Bank filter
      - `id` BankAccountIds — Id filter - returns all entities with the following bank accounts.
        - `in` string[] — List of values to include.
        - `notIn` string[] — List of values to exclude.
    - `vendor` VendorFilter — Filter on the rule's action vendor id
      - `id` VendorIds — Id filter - returns all entities with the following vendors.
        - `in` string[] — List of values to include.
    - `dimensionValues` DimensionValueFilter — Filter on the rule's action dimension value id (any slot)
      - `id` DimensionValueIds — Id filter - returns all entities with the following dimension values.
        - `in` string[] — List of values to include.
    - `customer` CustomerFilter — Filter on the rule's action customer id
      - `id` CustomerIds — Id filter - returns all entities with the following customers.
        - `in` string[] — List of values to include.
    - `category` CategoryFilter — Category filter
      - `id` CategoryIds — Id filter - returns all entities with the following categories.
        - `in` string[] — List of values to include.
    - `glAccount` GlAccountFilter — Filter on the rule's action GL account id
      - `id` GlAccountIds — Id filter - returns all entities with the following General Ledger accounts.
        - `in` string[] — List of values to include.
    - `company` CompanyIdFilter — Company filter
      - `in` string[] — Company IDs to include
    - `lastUpdatedDateTime` string, date-time — Date filter

## Response `200`

Success

- SuccessResponseBankTransactionsSummaryDto
  - `result` 'SUCCESS' | 'FAILURE' — The result of the action performed.
  - `data` BankTransactionsSummaryDto — The data generated by the action performed.
    - `count` integer — The total number of transactions
    - `total` integer — The total amount of all transactions (in cents)
    - `data` BankTransactionSummaryItem[]
      - `value` string — Grouping column for this set of transactions
      - `displayName` string — A human-readable display name representing the value field
      - `count` integer — The number of transactions included in this grouping
      - `total` integer — The total amount of all transactions evaluated for this grouping (in cents)

## Other responses

- `400` — Bad request
- `401` — Not authenticated
- `403` — Not authorized
- `404` — Endpoint not found
- `500` — Internal server error

---

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