API v1

Transactions

List, filter, and retrieve ledger transactions with related data.

Transactions are the core ledger primitive. Amount is negative for outflows, positive for inflows.

GET/api/v1/transactionsread

list_transactions

List ledger transactions for the token's organization. Results are ordered by date descending. Agents should keep limit≤50 unless exporting.

Parameters

Name	Type	Description
status	enum	uncategorized, matched, receipt_missing, agent_suggested, reconciled
source	enum	nordea, stripe, manual_csv
date	date	Exact date (YYYY-MM-DD)
dateFrom	date	Inclusive start date
dateTo	date	Inclusive end date
category	string	Exact category name, or __uncategorized__
description	string	Case-insensitive substring on description
limit	integer	Default 50 (agent-lean), max 500
offset	integer	Default 0

Response

json

{
  "data": [ { "id": "…", "date": "2026-08-28", "amount": -842, "currency": "EUR", … } ],
  "meta": { "totalCount": 42, "limit": 50, "offset": 0 }
}

GET/api/v1/transactions/{id}read

get_transaction

Full transaction with linked notes and receipts. Prefer this over list_notes for investigation.

Parameters

Name	Type	Description
id*	uuid	Transaction ID

Response

json

{
  "data": {
    "transaction": { … },
    "notes": [ { "id": "…", "content": "…", "createdAt": "…" } ],
    "receipts": [ { "id": "…", "fileName": "invoice.pdf", … } ]
  }
}

Status values

Status	Meaning
uncategorized	No category assigned
matched	Categorized and matched
receipt_missing	Needs a receipt
agent_suggested	Legacy ledger status (demo/UI). Pending agent work is in proposals
reconciled	Fully reconciled

Source values

Source	Origin
nordea	Bank feed
stripe	Stripe payouts/charges
manual_csv	Manual import or entry