Get all transactions

get

https://api.advancehq.com/v1/transactions

Retrieves all transactions with optional filters. Returns paginated results with date range filtering, sorting, and search. Each item carries a reconciliation summary (status and matched / open amounts) and, when the money arrived in a dedicated virtual account, the virtual_account_owner (insured, producer or market) it belongs to. Use GET /v1/transactions/{transaction_id} to see which plans a transaction was matched to.

Query Params

page

integer

≥ 1

Defaults to 1

Page number (1-based)

page_size

integer

1 to 10000

Defaults to 100

Number of items per page

start_date

date-time | null

Filter transactions from this date

end_date

date-time | null

Filter transactions until this date

direction

string

enum

Filter by transaction direction (credit or debit)

Allowed:

sort_by

string

enum

Field to sort by

Allowed:

sort_order

string

enum

Defaults to desc

Sort order (asc or desc)

Allowed:

search_term

string | null

Search by description, merchant, producer, account name or last four, payment method, or amount. All words must match, any order

account_ids

array of strings | null

Filter by account IDs

Account Ids

reconciliation_status

string

enum

Filter by reconciliation state: unreconciled, partially_reconciled, or reconciled (matches the reconciliation.status field on each item)

Allowed:

Responses

Language

Credentials

Bearer

JWT

URL

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Response

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application/json

200Successful Response

400Bad Request - Invalid input parameters or malformed request body

401Unauthorized - Missing or invalid authentication credentials

403Forbidden - Insufficient permissions to access this resource

404Not Found - The requested resource does not exist

422Validation Error

429Too Many Requests - Rate limit exceeded

500Internal Server Error - An unexpected error occurred