Bank transactions

GET/v1/operations/banking.transactions

The bank and card transactions on the Transactions screen in Synced, newest first. account names one account (name, number or id; banking.accounts lists them); leave it out for every account. status is to_reconcile, reconciled or all (the default). Set the period with period (this_month, last_month, this_quarter, last_quarter, ytd, last_year) or from and to (yyyy-MM-dd); the default is the last three months. search matches the bank narration or the matched supplier; amountMin and amountMax bound the size of the amount, money in or out alike. Each transaction has its date, narration, amount (negative for money spent), account, status and reconciledIn: synced (matched to a document in Synced), accounting_system (reconciled in Xero or QuickBooks) or outside_synced (marked reconciled outside Synced). A transaction matched in Synced carries linked: the document's id, number, type, supplier, total, what it is coded to and a link to open it (documents.get takes the id for its lines). totals cover the whole period and account(s), whatever status or search. It is paged: limit (default 100, at most 500) and page; hasMore says there is another page.

Scope: synced.read · reads only
Roles: Super admin, Admin (by default; an admin can change this per operation)
MCP tool: banking_transactions

Request

Send the token as Authorization: Bearer. A token approved for several organisations also sends Synced-Organisation: {id} (see Organisations).

Query parameters

Name	Type	Description
`account`	string	AccountOne bank or card account's name, number or id. Leave out for every account.
`status`	string	Statusto_reconcile, reconciled, or all (both). one of `all`, `to_reconcile`, `reconciled` · default `"all"`
`period`	string	PeriodA preset period, or custom with from and to. Default: the last three months. one of `this_month`, `last_month`, `this_quarter`, `last_quarter`, `ytd`, `last_year`, `custom`
`from`	string	FromThe first day, yyyy-MM-dd.
`to`	string	ToThe last day, yyyy-MM-dd.
`search`	string	SearchContained in the bank narration or the matched supplier.
`amountMin`	number	Amount at leastThe size of the amount, money in or out alike. min 0
`amountMax`	number	Amount at mostThe size of the amount, money in or out alike. min 0
`order`	string	Order one of `newest`, `oldest` · default `"newest"`
`limit`	integer	LimitTransactions per page. default `100` · min 1 · max 500
`page`	integer	Page default `1` · min 1

Response

200 with a JSON body. 401 without a valid token, 403 when the scope, role or organisation does not allow it, 429 when rate limited (see Errors and limits).

Name	Type	Description
`account`	object
`period`	object
`from`	string
`to`	string
`status`	string
`totals`	object
`openingBalance`	number
`moneyIn`	number
`moneyOut`	number
`closingBalance`	number
`transactions`	integer
`toReconcile`	integer
`reconciled`	integer
`count`	integer
`page`	integer
`pageSize`	integer
`hasMore`	boolean
`transactions`	object[]
`id`	string
`date`	string
`description`	string
`amount`	number
`direction`	string
`currency`	string
`account`	object
`id`	string
`name`	string
`status`	string	one of `to_reconcile`, `reconciled`
`reconciledIn`	string	synced, accounting_system or outside_synced; null while to reconcile.
`suggestedMatch`	boolean
`report`	string
`runningBalance`	number
`linked`	object
`documentId`	string
`number`	string
`type`	string
`supplier`	string
`date`	string
`total`	number
`currency`	string
`codedTo`	string
`tax`	string
`details`	string
`accountingId`	string
`link`	string

Example

curl -X GET 'https://api.syncedhq.com/v1/operations/banking.transactions' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN'

Try it

Sign in to send this request as yourself. You choose the organisations on Synced's consent screen; the token stays in this tab and expires within an hour.

accountstring

One bank or card account's name, number or id. Leave out for every account.

statusstring

to_reconcile, reconciled, or all (both).

periodstring

A preset period, or custom with from and to. Default: the last three months.

fromstring

The first day, yyyy-MM-dd.

tostring

The last day, yyyy-MM-dd.

searchstring

Contained in the bank narration or the matched supplier.

amountMinnumber

The size of the amount, money in or out alike.

amountMaxnumber

The size of the amount, money in or out alike.

orderstring

limitinteger

Transactions per page.

pageinteger

Request

curl -X GET 'https://api.syncedhq.com/v1/operations/banking.transactions' \
  -H 'Accept: application/json'

Response

Sign in, then send the request.