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List Account Transactions

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API endpoint path: /db-transactions/v1/transactions

Retrieve transaction history for a specified account. It returns a record of financial actions performed by a customer, including deposits, withdrawals, transfers, and payments. The endpoint supports date-based filtering, pending and future transaction retrieval, and business‑banking–specific scoping, while providing detailed transaction metadata suitable for display, reconciliation, and downstream processing.

Use this endpoint to:

  • Retrieve a complete history of posted, pending, and future‑dated transactions for a customer account
  • Filter transaction results by a specific date range to support statements, reporting, and reviews
  • Present transaction activity for customer‑facing displays such as account history and statements
  • Access transactions scoped to a specific business banking location
  • Obtain detailed transaction metadata to support reconciliation, auditing, and downstream processing

Behavior and capabilities:

  • Retrieves transactions for a specified accountId, including both posted and pending items, with pending status explicitly indicated for each transaction.
  • Supports filtering transactions by an inclusive date range using startDate and endDate, provided in ISO 8601 format (YYYY-MM-DD), with validation to ensure a valid range.
  • Applies a financial‑institution–configured default date range when no date parameters are supplied.
  • Enables retrieval of future‑dated transactions when retrieveFutureTransactions is set to true, overriding any provided endDate based on institution configuration.
  • Returns comprehensive transaction details—including transaction identifiers, dates, descriptions, memos, amounts, currency codes, transaction types, statuses, fee details, and optional image metadata for checks and deposit slips when available.
  • Supports Business Banking scoping via institutionCustomerId.

Request​

Responses​

Success