The Transactions object

The Transactions response includes account records, individual transactions, daily totals, and merchant logos. List Transactions and Get Transaction return this shape; the summary, categories, and export endpoints are described further down.

Accounts object

Attribute	Type	Description
id	string	Unique identifier of account
created_at	date-time	Date and time account was created
updated_at	date-time	Date and time account was last updated
type	string	Account type (`CHECKING`, `SAVINGS`, `CREDIT_CARD`, etc.)
subtype	string	Account subtype (`MONEY_MARKET`, etc.)
mask	string	Masked account number
nickname	string	Alternate name for account
balances	object	Balance information, see Balances object

Balances object

Attribute	Type	Description
currency_code	string	ISO 4217 currency code
balance	string	Current balance amount
available_balance	string	Available balance amount
credit_limit	string	Credit limit (for credit accounts)

Transactions object

Attribute	Type	Description
id	string	Unique identifier of transaction
created_at	date-time	Timestamp when transaction was created
updated_at	date-time	Timestamp when transaction was last updated
account_id	string	ID of the associated account
external_id	string	External system transaction identifier
amount	string	Monetary amount of transaction
currency_code	string	ISO 4217 currency code
check_number	string	Check number (if applicable)
categories	array of strings	Categories assigned to this transaction
description	string	Human-readable transaction description
merchant_name	string	Merchant name
status	string	`POSTED` or `PENDING`
type	string	`CREDIT` or `DEBIT`
posted_at	date-time	Timestamp for movement of funds
transacted_at	date-time	Timestamp when transaction occurred
memo	string	Additional descriptive information
merchant_category_code	number	ISO 18245 category code
location	object	Location, see Location object
date	string	Calendar day of the transaction in the user’s timezone (YYYY-MM-DD)
category_slugs	array of strings	Effective categories as stable slugs, the form the `categories` filter takes. Reflects the user’s own edits and merchant rules
is_internal_transfer	boolean	Whether the transaction moves money between the user’s own accounts
is_recurring	boolean	Whether the transaction belongs to a recurring series, such as a subscription or bill
note	string	The user’s own note on the transaction. May be null. Different from `memo`, which comes from the bank
review_state	string	`unreviewed`, `reviewed`, or `dismissed`: whether the user has confirmed or dismissed the transaction
review_reason	string	Why the transaction is waiting for review: `transfer_suspected`, `high_amount`, `no_category`, `new_merchant`, or `catalog_seed`. Null when it is not waiting for review
recurring_frequency	string	Get Transaction only. Cadence of the merchant’s recurring series (`M`, `BW`, `SM`, `W`). Null when no series was detected
category_suggestions	array of strings	Get Transaction only, for a transaction waiting for review. Up to two category slugs the user is likely to pick

Location object

Attribute	Type	Description
latitude	number	Latitude
longitude	number	Longitude

Daily totals object

Attribute	Type	Description
date	string	Date (YYYY-MM-DD)
net_total	string	Net total for the day
transaction_count	integer	Number of transactions

Merchant logos

merchant_logos maps each merchant name in the response to a logo URL.

Pagination

List Transactions returns every matching transaction in one response unless you pass page or page_size. See Pagination for details.

Field	Type	Description
count	integer	Total number of transactions
next	string	Relative URL of the next page (`null` on the last page)
previous	string	Relative URL of the previous page (`null` on the first page)

Endpoints

Get transactions - list and filter transactions
Get transaction - one transaction by ID, including hidden and deleted ones
Get transactions summary - totals for the same filters
List transaction categories - the category catalog
Export transactions - the same filters as a CSV file

Example response

{
  "count": 42,
  "next": null,
  "previous": null,
  "accounts": [
    {
      "id": "24d7e80942ce4ad58a93f70ce4115f5c",
      "created_at": "2022-05-04T11:30:00Z",
      "updated_at": "2022-05-04T12:00:00Z",
      "type": "CHECKING",
      "subtype": "MONEY_MARKET",
      "mask": "6789",
      "nickname": "My account",
      "balances": {
        "currency_code": "USD",
        "balance": "100.00",
        "available_balance": "50.99",
        "credit_limit": "0.00"
      }
    }
  ],
  "transactions": [
    {
      "id": "b3f1a92c58d74e6f8901234567890abc",
      "created_at": "2022-05-04T11:30:00Z",
      "updated_at": "2022-05-04T12:00:00Z",
      "account_id": "24d7e80942ce4ad58a93f70ce4115f5c",
      "external_id": "external_key_243901",
      "amount": "-4.75",
      "currency_code": "USD",
      "check_number": "",
      "categories": ["Food & Dining", "Coffee Shops"],
      "description": "Starbucks #1234",
      "merchant_name": "Starbucks",
      "status": "POSTED",
      "type": "DEBIT",
      "posted_at": "2022-05-04T11:30:00Z",
      "transacted_at": "2022-05-04T11:30:00Z",
      "memo": "",
      "merchant_category_code": 5814,
      "location": {
        "latitude": 40.730610,
        "longitude": -73.935242
      },
      "date": "2022-05-04",
      "category_slugs": ["coffee_shops"],
      "is_internal_transfer": false,
      "is_recurring": false,
      "note": null,
      "review_state": "unreviewed",
      "review_reason": null
    }
  ],
  "daily_totals": [
    {
      "date": "2022-05-04",
      "net_total": "-4.75",
      "transaction_count": 1
    }
  ],
  "merchant_logos": {
    "Starbucks": "https://logos.mytruv.com/starbucks.png"
  }
}

Get Transaction

Get Transaction returns the same shape with a single transaction, its account (when still connected), and its merchant logo. Unlike the list, it also finds transactions the user has hidden or deleted. An unknown ID returns 404.

Summary object

Get Transactions Summary takes the same filters as the list and returns totals instead of rows. Amounts are strings.

Attribute	Type	Description
total_count	integer	Number of matching transactions
total_income	string	Sum of all `CREDIT` amounts
total_spending	string	Sum of all `DEBIT` amounts
net_total	string	`total_income` minus `total_spending`
average_amount	string	Average transaction amount (absolute value)
largest_transaction	object	Transaction with the highest absolute amount: `{id, amount, description, date}`. May be null
largest_expense	object	Largest `DEBIT`, same shape. May be null
largest_income	object	Largest `CREDIT`, same shape. May be null

{
  "total_count": 211,
  "total_income": "6420.00",
  "total_spending": "4185.37",
  "net_total": "2234.63",
  "average_amount": "50.17",
  "largest_transaction": {
    "id": "b3f1a92c58d74e6f8901234567890abc",
    "amount": "3210.00",
    "description": "ACME CORP PAYROLL",
    "date": "2026-08-15"
  },
  "largest_expense": {
    "id": "c4a2b83d69e85f7a9012345678901bcd",
    "amount": "1850.00",
    "description": "Rent payment",
    "date": "2026-08-01"
  },
  "largest_income": {
    "id": "b3f1a92c58d74e6f8901234567890abc",
    "amount": "3210.00",
    "description": "ACME CORP PAYROLL",
    "date": "2026-08-15"
  }
}

Category object

List Transaction Categories returns categories: the standard catalog followed by any custom categories the user has created. Use slug in the categories and exclude_categories filters.

Attribute	Type	Description
slug	string	Stable identifier, e.g. `coffee_shops`
display_name	string	Label shown in MyTruv, e.g. `Coffee Shops`
kind	string	`expense` (debits), `income` (credits), or `transfer` (either)

{
  "categories": [
    { "slug": "air_travel", "display_name": "Air Travel", "kind": "expense" },
    { "slug": "paycheck", "display_name": "Paycheck", "kind": "income" },
    { "slug": "credit_card_payment", "display_name": "Credit Card Payment", "kind": "transfer" }
  ]
}

CSV export

Export Transactions takes the same filters and sort order as the list and returns a text/csv file (transactions.csv) with up to 10,000 rows. Columns: date, type, amount, currency, description, merchant, categories, account_id, status

Overview

User

Balances

Transactions

Spending

Income

Recurring Transactions

Balance History

Liabilities

Credit

Account Links

The Transactions object

Accounts object

Balances object

Transactions object

Location object

Daily totals object

Merchant logos

Endpoints

Example response

Get Transaction

Summary object

Category object

CSV export

​Accounts object

​Balances object

​Transactions object

​Location object

​Daily totals object

​Merchant logos

​Pagination

​Endpoints

​Example response

​Get Transaction

​Summary object

​Category object

​CSV export

Accounts object

Balances object

Transactions object

Location object

Daily totals object

Merchant logos

Pagination

Endpoints

Example response

Get Transaction

Summary object

Category object

CSV export