# Summarize an account's transactions by category

**GET /financial-data/account/{accountId}/transactions/summary**

Returns debit and credit totals and a transaction count per category for one account, plus overall totals; optionally filter by category text and date range, or nest subcategories with groupBy=detailed. On a case shared with opposing counsel, an account the caller may not see returns an empty summary. 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

### Path parameters

- **accountId** (string)
  Financial account ID


### Query parameters

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

- **plaidItemId** (string)
  Internal PlaidItem document ID. Optional — resolved automatically from accountId.

- **category** (string)
  Filter by category (case-insensitive partial match on categoryPrimary). If omitted, all categories are included.

- **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.

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



## Responses
### 200


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

- **statusCode** (number)

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



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