> For the complete documentation index, see [llms.txt](https://nexafin.gitbook.io/api/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nexafin.gitbook.io/api/public-api/transactions.md).

# Transactions

<figure><img src="/files/vB5jiCH0Aga2hh76psew" alt="Transactions list in Nexafin"><figcaption></figcaption></figure>

{% hint style="warning" %}
All API requests must include `Accept: application/json` and `Content-Type: application/json` headers. Without the `Accept` header, error responses will return HTML instead of JSON.
{% endhint %}

### Endpoints

## List and filter your transactions

<mark style="color:blue;">`GET`</mark> `https://app.nexafin.com/v1/transactions`

Returns both `booked` and `pending` transactions. Use the `status` field in the response to distinguish between them.

#### Query Parameters

| Name                       | Type    | Description                                                                                                 |
| -------------------------- | ------- | ----------------------------------------------------------------------------------------------------------- |
| page                       | integer | Page number.                                                                                                |
| per-page                   | integer | <p>Number of items per page.</p><p>Max value is 30.</p>                                                     |
| include                    | string  | <p>You can add one or multiple of category, bankAccount and bankAccount.bank.</p><p>Separated by comma.</p> |
| filter\[text]              | string  | Filter transactions by description or merchant name.                                                        |
| filter\[bank\_account\_id] | integer | Filter transactions by bank account ID.                                                                     |
| filter\[type]              | string  | Filter by transaction type: `income` or `expense`.                                                          |
| filter\[category]          | integer | Filter by category ID.                                                                                      |
| base-fiat                  | string  | In which currency do you want the transactions.                                                             |

#### Headers

| Name          | Type   | Description                                                                                    |
| ------------- | ------ | ---------------------------------------------------------------------------------------------- |
| authorization | string | <p>Bearer token or API key.</p><p><strong>Example:</strong></p><p>Bearer nxfn\_sk\_xxxx...</p> |

{% tabs %}
{% tab title="200 List of transactions" %}

```javascript
{
  "current_page": 1,
  "data": [
    {
      "id": 1,
      "bank_account_id": 1,
      "category_id": 20,
      "status": "booked",
      "type": "expense",
      "from": [],
      "to": [],
      "description": "Any random description for a transaction",
      "notes": null,
      "amount": -73640,
      "currency": "USD",
      "booked_at": "2022-08-14T00:00:00.000000Z",
      "created_at": "2022-08-14T22:13:58.000000Z",
      "updated_at": "2022-08-14T22:13:58.000000Z",
      "deleted_at": null,
      "category": {
        "id": 20,
        "parent_id": 17,
        "type": "expense",
        "level": 1,
        "accountable": 1,
        "slug": "transportation-expenses-expense",
        "icon": "emoji_transportation",
        "name": "Transportation expenses",
        "description": "All transactions that are recognized as payments for public transportation, taxi, toll roads, department of motor vehicles and car inspections",
        "created_at": "2022-08-14T22:13:56.000000Z",
        "updated_at": "2022-08-14T22:13:56.000000Z"
      },

      // ...
    }
  ],
  "first_page_url": "https://app.nexafin.com/v1/transactions?page=1",
  "from": 1,
  "last_page": 32,
  "last_page_url": "https://app.nexafin.com/v1/transactions?page=32",
  "links": [
    {
      "url": null,
      "label": "&laquo; Previous",
      "active": false
    },
    {
      "url": "https://app.nexafin.com/v1/transactions?page=1",
      "label": "1",
      "active": true
    },

    // ...

    {
      "url": "https://app.nexafin.com/v1/transactions?page=2",
      "label": "Next &raquo;",
      "active": false
    }
  ],
  "next_page_url": "https://app.nexafin.com/v1/transactions?page=2",
  "path": "https://app.nexafin.com/v1/transactions",
  "per_page": 30,
  "prev_page_url": null,
  "to": 1,
  "total": 32
}
```

{% endtab %}

{% tab title="401 Permission denied" %}

{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Example request**

```bash
curl -X GET "https://app.nexafin.com/v1/transactions?include=category,bankAccount&per-page=10" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Accept: application/json"
```

{% endhint %}

## Create a new transaction

<mark style="color:green;">`POST`</mark> `https://app.nexafin.com/v1/transactions`

You can only create transactions for manual accounts.

#### Request Body

| Name                                                | Type    | Description                                                                           |
| --------------------------------------------------- | ------- | ------------------------------------------------------------------------------------- |
| amount<mark style="color:red;">\*</mark>            | Integer | In cents. Negative for expenses, positive for income (e.g., -5000 = -$50.00).         |
| bank\_account\_id<mark style="color:red;">\*</mark> | Integer | The ID of the bank account. Must be a manual account owned by the authenticated user. |
| booked\_at<mark style="color:red;">\*</mark>        | String  | Booked at date in Y-m-d format (e.g., `2026-03-16`).                                  |
| description<mark style="color:red;">\*</mark>       | String  | A description of the transaction.                                                     |
| currency                                            | String  | Currency code (e.g., `USD`, `EUR`). Inherited from bank account if not provided.      |
| notes                                               | String  | Optional notes for the transaction.                                                   |
| category\_id                                        | Integer | Category ID. Use `GET /v1/transaction-categories` to list available categories.       |

{% tabs %}
{% tab title="201: Created Transaction created" %}

```javascript
{
    "id": 9
}
```

{% endtab %}

{% tab title="422: Unprocessable Entity Missing or invalid fields" %}

```javascript
{
    "message": "The description field is required. (and 3 more errors)",
    "errors": {
        "amount": [
            "The amount field is required."
        ],
        "bank_account_id": [
            "The bank account id field is required."
        ],
        "booked_at": [
            "The booked at field is required."
        ],
        "description": [
            "The description field is required."
        ]
    }
}
```

{% endtab %}

{% tab title="400: Bad Request Account is not manual" %}

```javascript
{
    "message": "You can't create a transaction for a non-manual account."
}
```

{% endtab %}

{% tab title="401: Unauthorized Permission denied" %}

```javascript
{
    "message": "Unauthenticated."
}
```

{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Example request**

```bash
curl -X POST https://app.nexafin.com/v1/transactions \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Accept: application/json" \
  -d '{
    "amount": -5000,
    "bank_account_id": 1,
    "booked_at": "2026-03-16",
    "description": "Monthly subscription",
    "currency": "USD",
    "notes": "Auto-billed",
    "category_id": 42
  }'
```

**Notes:**

* `amount` is in cents (e.g., -5000 = -$50.00). Negative for expenses, positive for income.
* `bank_account_id` must be a **manual** account you own. Use `GET /v1/bank-accounts` to find your account IDs.
* `booked_at` format: `YYYY-MM-DD`
* `currency` is optional — defaults to the bank account's currency.
  {% endhint %}

## Update a transaction

<mark style="color:orange;">`PUT`</mark> `https://app.nexafin.com/v1/transactions/{id}`

#### Path Parameters

| Name | Type    | Description    |
| ---- | ------- | -------------- |
| id   | Integer | Transaction ID |

#### Request Body

| Name         | Type    | Description              |
| ------------ | ------- | ------------------------ |
| category\_id | Integer | New transaction category |
| notes        | String  | New transaction notes    |

{% tabs %}
{% tab title="204: No Content Transaction updated successfully" %}

```javascript
{
    // Response
}
```

{% endtab %}

{% tab title="401: Unauthorized Permission denied" %}

```javascript
{
    // Response
}
```

{% endtab %}
{% endtabs %}

## Delete a transaction

<mark style="color:red;">`DELETE`</mark> `https://app.nexafin.com/v1/transactions/{id}`

The transaction will be marked as deleted and this action can't be undone.

#### Path Parameters

| Name | Type    | Description    |
| ---- | ------- | -------------- |
| id   | Integer | Transaction ID |

{% tabs %}
{% tab title="204: No Content Transaction deleted" %}

```javascript
{
    // Response
}
```

{% endtab %}

{% tab title="401: Unauthorized Permission denied" %}

```javascript
{
    // Response
}
```

{% endtab %}
{% endtabs %}


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