Statement's periods

Statement's Periods

The Statement's Periods endpoint returns a list of available time periods that can be used when requesting account statements for a specific financial account. Each period entry includes the year, individual period dates, and the file formats supported for that period. Use this endpoint before generating a statement to discover what periods and export formats are available.

Endpoint

GET /api/statements/periods

Authentication

Bearer token required. Obtain via:

POST https://api.banking.netevia.dev/api/auth/v2

Include in header: Authorization: Bearer {token}
Token lifetime: 10 minutes. Refresh via POST /api/auth/refresh.

When to use

Call this endpoint when a customer wants to view or download an account statement and you need to present the available statement periods for selection. It is also useful for building statement date pickers or dropdowns in a partner application, and for validating that a requested period exists before submitting a statement generation request.

Query Parameters

ParameterTypeRequiredDescription
financialAccountIdstringNoThe unique identifier of the financial account for which to retrieve available statement periods.

Response

200 OK

Returns an array of statement period group objects, each representing one calendar year and the individual periods within it.

statementperiods object

FieldTypeDescription
yearstringThe calendar year for this group of periods (e.g., "2024").
periodsarray of statementperiodList of individual statement periods available within this year.

statementperiod object

FieldTypeDescription
namestringHuman-readable label for the period (e.g., "January 2024", "Q1 2024").
valuestring (date-time)ISO 8601 date-time value representing the start of the statement period.
fileFormatsarray of stringFile formats available for this period. Possible values: PDF, CSV, QBO, OFX.
[
  {
    "year": "2024",
    "periods": [
      {
        "name": "May 2024",
        "value": "2024-05-01T00:00:00Z",
        "fileFormats": ["PDF", "CSV", "QBO", "OFX"]
      },
      {
        "name": "April 2024",
        "value": "2024-04-01T00:00:00Z",
        "fileFormats": ["PDF", "CSV"]
      }
    ]
  },
  {
    "year": "2023",
    "periods": [
      {
        "name": "December 2023",
        "value": "2023-12-01T00:00:00Z",
        "fileFormats": ["PDF", "CSV", "QBO", "OFX"]
      }
    ]
  }
]

Error Codes

CodeWhen it happens
400The financialAccountId value is malformed or invalid.
401Token missing, expired, or invalid.
403Insufficient permissions to access statement periods for the specified account.
404No financial account found matching the provided financialAccountId.
500Internal server error.

Common Mistakes

  • Omitting financialAccountId may return periods for all accounts accessible to the token holder or return an empty result; always supply the specific account ID when targeting a single account.
  • The value field is a full ISO 8601 date-time string, not just a date — pass it exactly as returned when using it in a subsequent statement request.
  • Not all periods support all file formats; check the fileFormats array for each period before presenting export options to the customer.

Related Endpoints

  • GET /api/statements — Retrieve the list of generated statements for a financial account.
  • POST /api/statements — Generate a new statement for a specific period and financial account.

Example

curl -X GET "https://api.banking.netevia.dev/api/statements/periods?financialAccountId=fa_XXXXXXXXXXXXXXXXXX" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json"
Query Params
string
Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Response

Language
Credentials
Bearer
JWT
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Response
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text/plain
application/json
text/json