GET
/
api
/
banking
/
exclude
[
  {
    "amount": 123,
    "date": {},
    "accountId": 123,
    "referenceNo": "<string>",
    "payee": "<string>",
    "description": "<string>",
    "plaidTransactionId": "<string>",
    "pending": true,
    "recognizedTransactionId": 123,
    "categorizeRefType": "<string>",
    "categorizeRefId": 123,
    "formattedAmount": "<string>",
    "formattedDate": "<string>",
    "formattedDepositAmount": "<string>",
    "formattedWithdrawalAmount": "<string>",
    "withdrawal": 123,
    "deposit": 123,
    "isDepositTransaction": true,
    "isWithdrawalTransaction": true,
    "isRecognized": true,
    "isExcluded": true,
    "isPending": true,
    "assignedAccountId": 123,
    "assignedAccountName": "<string>",
    "assignedAccountCode": "<string>",
    "assignedPayee": "<string>",
    "assignedMemo": "<string>",
    "assignedCategory": "<string>",
    "assignedCategoryFormatted": "<string>"
  }
]

Headers

Authorization
string
required

Value must be 'Bearer <token>' where <token> is an API key prefixed with 'bc_' or a JWT token.

Example:

"Bearer bc_1234567890abcdef"

organization-id
string
required

Required if Authorization is a JWT token. The organization ID to operate within.

Response

200 - application/json

The excluded bank transactions has been retrieved successfully.

amount
number
required

Transaction amount (positive for deposit, negative for withdrawal)

date
object
required

Transaction date (ISO string or Date)

accountId
number
required

ID of the associated bank account

referenceNo
string

Reference number for the transaction

payee
string

Payee name

description
string

Transaction description

plaidTransactionId
string

Plaid transaction ID

pending
boolean

Whether the transaction is pending

recognizedTransactionId
number

ID of the recognized transaction, if any

categorizeRefType
string

Categorization reference type

categorizeRefId
number

Categorization reference ID

formattedAmount
string

Formatted amount (localized string)

formattedDate
string

Formatted transaction date

formattedDepositAmount
string

Formatted deposit amount

formattedWithdrawalAmount
string

Formatted withdrawal amount

withdrawal
number

Withdrawal amount

deposit
number

Deposit amount

isDepositTransaction
boolean

True if deposit transaction

isWithdrawalTransaction
boolean

True if withdrawal transaction

isRecognized
boolean

True if transaction is recognized

isExcluded
boolean

True if transaction is excluded

isPending
boolean

True if transaction is pending

assignedAccountId
number

Assigned account ID from recognized transaction

assignedAccountName
string

Assigned account name from recognized transaction

assignedAccountCode
string

Assigned account code from recognized transaction

assignedPayee
string

Assigned payee from recognized transaction

assignedMemo
string

Assigned memo from recognized transaction

assignedCategory
string

Assigned category from recognized transaction

assignedCategoryFormatted
string

Assigned formatted category from recognized transaction