Transactions

Transactions describe money movement. They power spending, income, transfers, cash flow, and spreadsheet workflows.

Endpoints

Method	Path	Scope
`GET`	`/v1/transactions`	`transactions:read`
`GET`	`/v1/accounts/{accountId}/transactions`	`transactions:read`

List transactions

Use GET /v1/transactions to list transactions across all accounts visible to the current API key.

Query parameters

Parameter	Description
`accountId`	Restrict results to one account.
`dateFrom`	Start date in `YYYY-MM-DD` format.
`dateTo`	End date in `YYYY-MM-DD` format.
`pending`	Filter pending or posted transactions.
`visibility`	Filter visible, hidden, or ignored transactions.
`category`	Filter by transaction category.
`pageSize`	Number of records to return, up to 100.
`pageToken`	Cursor from the previous page.

Request

curl "https://api.tablewealth.com/v1/transactions?dateFrom=2026-01-01&dateTo=2026-01-31&pageSize=50" \
  -H "X-API-Key: $TABLEWEALTH_API_KEY"

const url = new URL('https://api.tablewealth.com/v1/transactions');
url.searchParams.set('dateFrom', '2026-01-01');
url.searchParams.set('dateTo', '2026-01-31');
url.searchParams.set('pageSize', '50');

const response = await fetch(url, {
  headers: {
    'X-API-Key': process.env.TABLEWEALTH_API_KEY!
  }
});

const body = await response.json();

import os
import requests

response = requests.get(
    "https://api.tablewealth.com/v1/transactions",
    headers={"X-API-Key": os.environ["TABLEWEALTH_API_KEY"]},
    params={"dateFrom": "2026-01-01", "dateTo": "2026-01-31", "pageSize": 50},
    timeout=30,
)
response.raise_for_status()
body = response.json()

Response fields

Key fields include id, accountId, transactionDate, authorizedDate, name, merchantName, amount, displayAmount, currencyCode, pending, and isIgnored.

Account transactions

Use GET /v1/accounts/{accountId}/transactions when the user has already selected an account.

Request

curl "https://api.tablewealth.com/v1/accounts/acct_123/transactions?visibility=active" \
  -H "X-API-Key: $TABLEWEALTH_API_KEY"

const accountId = 'acct_123';
const url = new URL(
  `https://api.tablewealth.com/v1/accounts/${accountId}/transactions`
);
url.searchParams.set('visibility', 'active');

const response = await fetch(url, {
  headers: {
    'X-API-Key': process.env.TABLEWEALTH_API_KEY!
  }
});

const body = await response.json();

import os
import requests

account_id = "acct_123"
response = requests.get(
    f"https://api.tablewealth.com/v1/accounts/{account_id}/transactions",
    headers={"X-API-Key": os.environ["TABLEWEALTH_API_KEY"]},
    params={"visibility": "active"},
    timeout=30,
)
response.raise_for_status()
body = response.json()

Response fields

Account-scoped transaction responses include account context such as accountName, institutionName, sourcePrimaryCategory, sourceDetailedCategory, and organizationTransactionCategoryName.

Amounts and dates

Transaction amount is the stored source-normalized amount.
Transaction displayAmount is user-facing and currently equals amount * -1.
Dates use YYYY-MM-DD for date-only fields.

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