Get bank accounts

Get all bank accounts for the authenticated user

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Query Params
apiName
array of strings

Api filter - returns all accounts for the specified APIs. If null or empty, returns all records.

apiName
Headers
string

Cursor from the previous paginated response

int32

Page size, i.e. number of items to return per page

string

Date filter - returns all records modified after the specified date

Response

Response body
object
data
array of objects

The list of entities

data
object
int64

Id of the account, required when updating an existing account

string

Status of the account

ACTIVE INACTIVE

string

Status of the account on the associated API, ACTIVE if no associated API

ACTIVE INACTIVE

string

Name of the API from which this transaction originated

THIRD_PARTY_BANK PLAID USER_IMPORTED

string

Id of the user's bank account on associated API

string

Display name for the bank account from which this account originated

string

Mask of the user's bank account, often the last 4 digits of the account number

string

Name or id of the institution from which the transaction originated

string

Type of the user's bank account

CREDIT DEPOSITORY

int64

GL account id, referencing an account in the chart of accounts

string

Whether and how to attempt to classify transactions that belong this account

OFF BUSINESS NOT_BUSINESS

int64

Id of the client to which to assign transactions that are auto classified as BUSINESS

int64

Id of the business to assign transactions to that are auto classified as BUSINESS.

date-time

Date this account was created

date-time

Earliest day for which to pull transactions

date-time

Earliest day for which transactions can be made available

int32
1 to 31

Day of month on which this account's billing cycle starts

boolean

Whether to automatically create a pending bank closing once the applicable bank statement is available.

int64

Id of the integration this account belongs to, if applicable

boolean

Whether to sync transactions for this account

date-time

Date filter - to be used in your subsequent request

string

Cursor to be used in your subsequent paginated request. Only populated if there are more pages available.

deletedIds
array of int32s

Ids of entities that no longer match the request's filter criteria since the request's lastUpdatedDate

deletedIds
Language
Credentials
OAuth2
URL
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application/json