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List transactions

GET
/transactions/
curl --request GET \
--url 'https://app.commitly.com/api/transactions/?type=incomes&page_size=100' \
--header 'Authorization: Bearer <token>'

Returns the transactions of all bank accounts of the company, with the sum of all matching amounts. Default order: newest value date first (-value_date,id).

predicted_unmapped_transactions is a company-wide flag and does not depend on the filters of the request: it is true if at least one uncategorized transaction with a non-zero amount has a suggested category waiting for review.

account
Array<integer>

Bank account ID. Repeat the parameter for several accounts.

category
Array<integer>

Category ID; includes its subcategories. Repeat the parameter for several categories.

min_date
string format: date

Earliest value date.

max_date
string format: date

Latest value date.

value_date_year
integer

Year of the value date.

value_date_month
integer
>= 1 <= 12

Month of the value date (1 to 12).

fiscal_year
integer

Fiscal year of the company.

min_amount
number

Minimum reporting amount.

max_amount
number

Maximum reporting amount.

type
string
Allowed values: incomes expenses

incomes or expenses.

is_new
boolean

true: transactions still in a default (uncategorized) category.

predicted
boolean

true: uncategorized transactions that have a suggested category.

matched
boolean

true: transactions linked to an invoice.

is_payment
boolean

Filter on the transaction field is_payment.

tags
string

Filter on tags.

empty_tags
boolean

true: transactions without tags.

ids
string

Comma-separated transaction IDs.

min_date_created
string

Earliest creation time (ISO 8601).

max_date_created
string

Latest creation time (ISO 8601).

min_date_updated
string

Earliest time of the last update (ISO 8601).

max_date_updated
string

Latest time of the last update (ISO 8601).

search
string

Full-text search.

ordering
string

Sort order. Allowed fields: value_date, counterpart_name, reporting_amount. Prefix a field with - for descending order. Default: -value_date,id.

page
integer
>= 1

Page number, starting at 1. When paging through results, read this value from the next link and send it to the documented base URL.

page_size
integer
default: 100 >= 1 <= 1000

Number of records per page. Default 100, maximum 1000; larger values are reduced to 1000.

Paginated list of transactions.

Media typeapplication/json
object
count
required

Total number of matching records.

integer
next
required

URL of the next page, or null on the last page. The host name may differ from the documented base URL; read page from it and call the documented base URL.

string | null format: uri
previous
required

URL of the previous page, or null on the first page.

string | null format: uri
sum

Sum of the amounts of all matching transactions.

number
predicted_unmapped_transactions

Company-wide, independent of the request’s filters: true if at least one uncategorized transaction with a non-zero amount has a suggested category waiting for review.

boolean
results
Array<object>
object
id
integer
account

Short form of a bank account, embedded in transactions.

object
id
integer
name
string
alias
string
bank

Bank name. Present in the create-transactions response only.

string
currency

Present in the create-transactions response only.

string
category
One of:

Short form of a category, embedded in transactions and budgets.

object
id
integer
name
string
description
string
predicted_category
One of:

Extended category representation, embedded as predicted_category in transactions.

object
id
integer
name
string
slug
string
description
string
type

AG aggregating, EX expenses, IN incomes.

string
Allowed values: AG EX IN
order

Display position.

integer
date_created
string format: date-time
is_default
boolean
is_obsolete
boolean
lft

Internal; can be ignored.

integer
rght

Internal; can be ignored.

integer
tree_id

Internal; can be ignored.

integer
level

Internal; can be ignored.

integer
tenant
integer
company
integer
parent

ID of the parent category.

integer | null
source
integer | null
invoice

Invoice linked to the transaction, or null.

parent
One of:
object recursive
value_date
string format: date-time
bank_booking_date
string | null format: date-time
amount

Negative for outflows, positive for inflows.

number
purpose
string
counterpart_name
string
counterpart_iban
string
is_adjusting_entry
boolean
is_payment
boolean
is_leaf_node
boolean
tags
Array<string> | null
comment_count

Present in list responses.

integer
Example
{
"count": 122,
"sum": -123909.37,
"next": "https://app.commitly.com/api/transactions/?category=1003&page=2",
"previous": null,
"predicted_unmapped_transactions": false,
"results": [
{
"id": 7002,
"account": {
"id": 4002,
"name": "Checking account",
"alias": "Main"
},
"category": {
"id": 1003,
"name": "Rent and leases",
"description": ""
},
"predicted_category": null,
"invoice": null,
"parent": null,
"value_date": "2023-11-15T00:00:00Z",
"bank_booking_date": "2023-11-15T00:00:00Z",
"amount": -1350,
"purpose": "Office rent November",
"counterpart_name": "Example Property GmbH",
"counterpart_iban": "",
"is_adjusting_entry": false,
"is_payment": true,
"is_leaf_node": true,
"tags": null,
"comment_count": 0
},
{
"id": 7003,
"account": {
"id": 4002,
"name": "Checking account",
"alias": "Main"
},
"category": {
"id": 1004,
"name": "Uncategorized outflows",
"description": ""
},
"predicted_category": {
"id": 1003,
"name": "Rent and leases",
"slug": "",
"description": "",
"type": "EX",
"order": 11,
"date_created": "2020-10-30T10:04:03.952090Z",
"is_default": false,
"is_obsolete": false,
"lft": 104,
"rght": 105,
"tree_id": 156,
"level": 5,
"tenant": 19,
"company": 1423,
"parent": 1005,
"source": 129
},
"invoice": null,
"parent": null,
"value_date": "2023-12-26T00:00:00Z",
"bank_booking_date": "2023-12-26T00:00:00Z",
"amount": -99.99,
"purpose": "Invoice 5/12346",
"counterpart_name": "Example Hosting AG",
"counterpart_iban": "",
"is_adjusting_entry": false,
"is_payment": true,
"is_leaf_node": true,
"tags": null,
"comment_count": 0
}
]
}

The access token is invalid or has expired. Request a new token. The message is localized (see Accept-Language).

Media typeapplication/json
object
detail
required

Error message.

string
code

Present only if the company’s edition does not include the function; value billing_plan_permission_denied.

string
Example
{
"detail": "Invalid token."
}
WWW-Authenticate
string

Authentication scheme, Bearer.

Example
Bearer

No access token was sent, or the credentials are not allowed to call this endpoint. If the company’s COMMITLY edition does not include the requested function, the body additionally contains "code": "billing_plan_permission_denied".

Media typeapplication/json
object
detail
required

Error message.

string
code

Present only if the company’s edition does not include the function; value billing_plan_permission_denied.

string
Example
{
"detail": "User must be authenticated to access this resource."
}