Transaction object

Attribute Name
​
Type
​
Description
id
​
number
​
Unique identifier for transaction
date
​
string
​
Date of transaction in ISO 8601 format
payee
​
string
​
Name of payee
If recurring_id is not null, this field will show the payee of associated recurring expense instead of the original transaction payee
amount
​
string
​
Amount of the transaction in numeric format to 4 decimal places
currency
​
string
​
Three-letter lowercase currency code of the transaction
notes
​
string
​
User-entered transaction notes
If recurring_id is not null, this field will be description of associated recurring expense
category_id
​
number
​
Unique identifier of associated category (see Categories)
asset_id
​
number
​
Unique identifier of associated manually-managed account (see Assets)
Note: plaid_account_id and asset_id cannot both exist for a transaction
plaid_account_id
​
number
​
Unique identifier of associated Plaid account (see Plaid Accounts)
Note: plaid_account_id and asset_id cannot both exist for a transaction
status
​
string
​
One of the following:
cleared: User has reviewed the transaction
uncleared: User has not yet reviewed the transaction
recurring: Transaction is linked to a recurring expense
recurring_suggested: Transaction is listed as a suggested transaction for an existing recurring expense. User intervention is required to change this to recurring.
parent_id
​
number
​
Exists if this is a split transaction. Denotes the transaction ID of the original transaction. Note that the parent transaction is not returned in this call.
is_group
​
boolean
​
True if this transaction represents a group of transactions. If so, amount and currency represent the totalled amount of transactions bearing this transaction’s id as their group_id. Amount is calculated based on the user’s primary currency.
group_id
​
number
​
Exists if this transaction is part of a group. Denotes the parent’s transaction ID
tags
​
Tag[]
​
Array of Tag objects​
external_id
​
string
​
User-defined external ID for any manually-entered or imported transaction. External ID cannot be accessed or changed for Plaid-imported transactions. External ID must be unique by asset_id. Max 75 characters.
​

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Attribute Name	Type	Description
id	number	Unique identifier for transaction
date	string	Date of transaction in ISO 8601 format
payee	string	Name of payee If recurring_id is not null, this field will show the payee of associated recurring expense instead of the original transaction payee
amount	string	Amount of the transaction in numeric format to 4 decimal places
currency	string	Three-letter lowercase currency code of the transaction
notes	string	User-entered transaction notes If recurring_id is not null, this field will be description of associated recurring expense
category_id	number	Unique identifier of associated category (see Categories)
asset_id	number	Unique identifier of associated manually-managed account (see Assets) Note: plaid_account_id and asset_id cannot both exist for a transaction
plaid_account_id	number	Unique identifier of associated Plaid account (see Plaid Accounts) Note: plaid_account_id and asset_id cannot both exist for a transaction
status	string	One of the following: `cleared`: User has reviewed the transaction `uncleared`: User has not yet reviewed the transaction `recurring`: Transaction is linked to a recurring expense `recurring_suggested`: Transaction is listed as a suggested transaction for an existing recurring expense. User intervention is required to change this to recurring.
parent_id	number	Exists if this is a split transaction. Denotes the transaction ID of the original transaction. Note that the parent transaction is not returned in this call.
is_group	boolean	True if this transaction represents a group of transactions. If so, amount and currency represent the totalled amount of transactions bearing this transaction’s id as their group_id. Amount is calculated based on the user’s primary currency.
group_id	number	Exists if this transaction is part of a group. Denotes the parent’s transaction ID
tags	Tag[]	Array of Tag objects
external_id	string	User-defined external ID for any manually-entered or imported transaction. External ID cannot be accessed or changed for Plaid-imported transactions. External ID must be unique by asset_id. Max 75 characters.