List transactions

GET /api/v1/transactions

Retrieve bank transactions with filtering by date, ledger, source account, counter ledger, journal entry, or tags.

Operation ID: list_transactions_api_v1_transactions_get · View as markdown · OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Query

id array · string default: []: Filter by specific transaction UUIDs
ledger_id array · string default: []: Filter by bank account ledger UUIDs
opposing_ledger_id string: Filter by opposing ledger UUID (the category/expense ledger from journal entry line entries)
source_account_id array · string default: []: Filter by Teal source account IDs (bank accounts from Plaid)
tag_id array · string default: []: Filter by assigned tag UUIDs
journal_entry_id string: Filter by associated journal entry UUID
start_date string · date-time: Include transactions from this date (ISO 8601)
end_date string · date-time: Include transactions up to this date (ISO 8601)
search string: Search transactions by description or counterparty name (case-insensitive partial match)
amount_direction string: Filter by amount direction: 'inflow' for positive amounts (money in), 'outflow' for negative amounts (money out)
only_uncategorized boolean default: False: Filter to show only uncategorized transactions (those without a journal entry or linked to system uncategorized ledgers)
cursor string: Cursor for pagination
limit integer: Pagination limit
direction string default: next: Pagination direction: 'next' or 'prev'
include_total_count boolean default: False: Whether to include total count (expensive - avoid if possible)
sort_by string: Column name to sort by (e.g. 'created_at', 'amount', 'name'). When changing sort, reset cursor to None.
descending boolean default: True: Sort direction: true for descending (newest/largest first), false for ascending

Responses

200 Successful Response

Schema: TransactionListResponse

items array · TransactionListItemResponse requiredTransactionListItemResponse

List of items

29 fields

id string required: Unique identifier (UUID7).
amount integer required: Amount in cents. Positive = deposit/income, negative = withdrawal/expense.
currency string: Currency code (USD, CAD, AUD, EUR, or GBP).
datetime string · date required: The date the transaction occurred.
counterparty string: Clean counterparty/merchant name extracted from bank data.
description string: Transaction memo/description (cleaned).
meta object: Additional metadata (raw Plaid description in raw_plaid_description).
categorization_method string: How categorized: 'manual', 'rule', 'ai', or null if uncategorized.
posted_status string: Bank status: 'pending' or 'posted'.
review_status string: Review status: 'unreviewed', 'reviewed', 'flagged'.
source string: Transaction origin: 'manual', 'plaid', or 'bulk_upload'. Determines if the transaction can be deleted.
opposing_line_entry_ids array · string: Linked line entry UUIDs for categorization.
personal boolean: True if marked as personal (non-business) expense.
journal_entry_id string: Linked journal entry UUID.
teal_id string: External Teal accounting system ID.
teal_ledger_id string: Teal ledger ID.
teal_source_account_id string: Teal source account ID.
ledger_id string: Bank account (ledger) UUID.
ledger_name string: Bank account (ledger) name for display.
ledger_type string: Ledger account type: asset, liability, equity, revenue, or expense.
business_id string: Business UUID.
reconciled boolean: True if reconciled with bank statement.
invoice_ids array · string: Invoice UUIDs linked via payments (from invoice_payments junction table).
bill_ids array · string: Bill UUIDs linked via payments (from bill_payments junction table).
created_at string · date-time: Record creation timestamp.
updated_at string · date-time: Last update timestamp.
comment_count integer: Number of comments on this transaction.
journal_entry JournalEntryResponse: Full journal entry details if categorized.
opposing_line_entries array · OpposingLineEntryResponse: Opposing line entries showing the category/account(s) this transaction was posted to. Empty if uncategorized.

total integer

Total number of items (null when not calculated for performance)

limit integer

Pagination limit

next_cursor string

Cursor for next page

prev_cursor string

Cursor for previous page

has_next boolean required

Whether there are more items

has_prev boolean required

Whether there are previous items

401 Unauthorized - Authentication required

403 Forbidden - Insufficient permissions

422 Validation Error

Schema: HTTPValidationError

detail array · ValidationError ValidationError

5 fields

loc array · string | integer required
msg string required
type string required
input object
ctx object

Code samples

GET /api/v1/transactions

bash

curl -X GET 'https://api.ondayzero.com/api/v1/transactions' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID'

javascript

const response = await fetch('https://api.ondayzero.com/api/v1/transactions', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
  },
});
const data = await response.json();

python

import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

response = httpx.get("https://api.ondayzero.com/api/v1/transactions", headers=headers)
data = response.json()