# Summarize a case's transactions by month and category

**GET /financial-data/case/{caseId}/transactions/monthly-category-summary**

Returns debit and credit totals and counts per category for each month, across all the case's accounts or the ones given, with optional category and date filters. On a case shared with opposing counsel, only accounts the caller may see are counted. Returns 403 while the monthly category summary feature is turned off.


## Servers
- http://api.example.com: http://api.example.com ()


## Authentication methods
- Access token


## Parameters

### Path parameters

- **caseId** (string)
  Case ID


### Query parameters

- **accountIds** (array[string])
  Restrict the aggregation to these FinancialAccount IDs (all must belong to the case). Omit to include every linked account in the case. Accepts a repeated query param or a comma-separated list.

- **category** (array[string])
  Filter by one or more categories (case-insensitive partial match on categoryPrimary; matches any of them). Accepts a repeated query param or a comma-separated list. If omitted, every category is returned per month.

- **startDate** (string)
  Include transactions from this date (inclusive). Format: YYYY-MM-DD.

- **endDate** (string)
  Include transactions up to this date (inclusive). Format: YYYY-MM-DD.

- **groupBy** (string)
  Category granularity. `detailed` nests Plaid subcategories under each broad category; `primary` (default) returns the broad-category breakdown only.



## Responses
### 200


#### Body: application/json (object)
- **data** (object)

- **statusCode** (number)

- **timestamp** (string(date-time))



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