# List transactions

**GET /financial-data/transactions/get**

Returns one page of transactions for a financial account, with amounts as positive numbers plus a debit/credit type, the effective category (your override if set) and attached tags. Filter by category, subcategory, name, merchant, date range, amount range, debit/credit or tags. On a case shared with opposing counsel, an account the caller may not see returns an empty page, and attachedTags leave out tags the other side added by hand. Returns 404 when a Plaid item or account id sent belongs to another case.


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


## Authentication methods
- Access token


## Parameters


### Query parameters

- **page** (number)

- **perPage** (number)

- **skip** (number)
  If skip/limit not provided, page/perPage will take precedence

- **limit** (number)
  If skip/limit not provided, page/perPage will take precedence

- **caseId** (string)
  Case ID this financial data belongs to.

- **plaidItemId** (string)
  Internal PlaidItem document ID. Optional for extraction code users — resolved automatically from caseId.

- **financialAccountId** (string)
  Internal FinancialAccount document ID.

- **category** (string)
  Filter by transaction category (categoryPrimary). Case-insensitive partial match.

- **subcategory** (string)
  Filter by transaction subcategory (Plaid categoryDetailed). Case-insensitive partial match. Only matches transactions whose primary category has not been overridden.

- **name** (string)
  Filter by transaction name. Case-insensitive partial match.

- **merchant** (string)
  Filter to a single merchant. Exact match on merchantName, as returned by the transaction list. Transactions with no merchant name never match.

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

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

- **minAmount** (number)
  Filter transactions with amount >= minAmount.

- **maxAmount** (number)
  Filter transactions with amount <= maxAmount (absolute value).

- **transactionType** (string)
  Filter by transaction type. debit = money out (positive in Plaid), credit = money in (negative in Plaid).

- **sortBy** (string)
  Field to sort by.

- **sortOrder** (string)
  Sort direction.

- **tagIds** (array[string])
  Filter transactions that have all of the provided tag IDs.



## Responses
### 200


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

- **statusCode** (number)

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



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