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product features
Comprehensive data

Retrieve 5+ years of transaction data, including merchant and category information

Continuous transaction updates

Stay up-to-date by receiving notifications via a webhook whenever there are new transactions associated with linked accounts

PSD2 integrations

Plaid’s integrations are PSD2 compliant, delivering secure and reliable access to the European financial ecosystem

Make a Transactions request

The request includes start and end dates, a specific date range to pull transactions data from. Use the Transactions endpoint to submit a POST request

amount

Settled value in specified currency. Debits are positive; credits are negative

category

See a list of all transaction categories by posting to the /categories/get endpoint

date

For pending transactions, the date the transaction occurred is returned

name

The merchant name or transaction description

Retrieve Transactions request

 
curl -X POST https://sandbox.plaid.com/transactions/get \
-H 'Content-Type: application/json' \
-d '{
  "client_id": String,
  "secret": String,
  "access_token": String,
  "start_date": "2018-01-01",
  "end_date": "2018-02-01",
  "options": {
    "count": 250,
    "offset": 100
  }
}'

Run

Make a Transactions request

The request includes start and end dates, a specific date range to pull transactions data from. Use the Transactions endpoint to submit a POST request

Retrieve Transactions request


curl -X POST https://sandbox.plaid.com/transactions/get \
-H 'Content-Type: application/json' \
-d '{
  "client_id": String,
  "secret": String,
  "access_token": String,
  "start_date": "2018-01-01",
  "end_date": "2018-02-01",
  "options": {
    "count": 250,
    "offset": 100
  }
}'

Transactions data

The <strong>/transactions/get</strong> endpoint provides standardised transactions for credit and deposit accounts from thousands of financial institutions

Retrieve Transactions response


http code 200
{
 "accounts": [{Object}],
 "transactions": [{
    "account_id": "vokyE5Rn6vHKqDLRXEn5fne7LwbKPLIXGK98d",
    "amount": 2307.21,
    "iso_currency_code": "EUR",
    "unofficial_currency_code": null,
    "category": [
      "Shops",
      "Computers and Electronics"
    ],
    "category_id": "19013000",
    "date": "2017-01-03",
    "authorized_date": "2017-01-27",
    "location": {
     "address": "null",
     "city": "null",
     "region": "null",
     "postal_code": "null",
     "country": "null",
     "lat": null,
     "lon": null,
     "store_number": "1235"
    },
    "name": "Apple Store",
    "payment_meta": Object,
    "payment_channel": "in store",
    "pending": false,
    "pending_transaction_id": null,
    "account_owner": null,
    "transaction_id": "lPNjeW1nR6CDn5okmGQ6hEpMo4lLNoSrzqDje",
    "transaction_code": null,
    "transaction_type": "place"
   }, {
    "account_id": "XA96y1wW3xS7wKyEdbRzFkpZov6x1ohxMXwep",
    "amount": 78.5,
    "iso_currency_code": "EUR",
    "unofficial_currency_code": null,
    "category": [
      "Food and Drink",
      "Restaurants"
    ],
    "category_id": "13005000",
    "date": "2017-01-29",
    "authorized_date": "2017-01-28",
    "location": {
      "address": "null",
      "city": "null",
      "region": "null",
      "postal_code": "null",
      "country": "null",
      "lat": null,
      "lon": null,
      "store_number": "null"
    },
    "name": "Paul",
    "payment_meta": Object,
    "payment_channel": "in store",
    "pending": false,
    "pending_transaction_id": null,
    "account_owner": null,
    "transaction_id": "4WPD9vV5A1cogJwyQ5kVFB3vPEmpXPS3qvjXQ",
    "transaction_code": null,
    "transaction_type": "place"
  }],
  "item": {Object},
  "total_transactions": Number,
  "request_id": "45QSn"
}

amount

Settled value in specified currency. Debits are positive; credits are negative

category

See a list of all transaction categories by posting to the /categories/get endpoint

date

For pending transactions, the date the transaction occurred is returned

name

The merchant name or transaction description

Continuous stream of transaction updates

Stay up-to-date by receiving notifications via a webhook whenever there are new transactions associated with linked accounts

Webhook code snippet
Transactions history
We could have spent years building a data solution that wouldn’t have come close to what Plaid provides.
Daniel Whiffing, Technical Lead at Drop See the full case study