Get last Financial account activity

Get Last Financial Account Activity

This endpoint retrieves a merged list of recent transaction activities for a specified financial account. It returns detailed records including transaction amounts, dates, descriptions, transfer details, and merchant information. Pagination, status filtering, and amount range filters are all supported to refine the result set.

Endpoint

POST /api/transaction/byFinancialAccount/server

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

Use this endpoint when you need real-time visibility into account activity for a specific financial account — for example, to populate a transaction history view, audit recent debits and credits, or monitor pending activity. It is suited for server-side calls where a date range and optional filters are applied to narrow the results. Both business and personal account activity can be queried.

Request Body

The request body accepts one of three schema variants. All variants extend a common base that requires financialAccountId, dateFrom, and dateTo. The extended variants add amount-range filtering and free-text search.

Base fields (all variants)

Field	Type	Required	Description
financialAccountId	string	Yes	Unique identifier of the financial account to query
dateFrom	string (date-time)	Yes	Start of the date range (ISO 8601 format)
dateTo	string (date-time)	Yes	End of the date range (ISO 8601 format)
filter	object	No	Transaction type filter (see `finaccounttransactionfilter` below)
jsonFilter	string	No	Raw JSON filter string for advanced filtering
spendEvents	array of strings	No	List of spend event types to include
paymentCardId	string	No	Filter transactions by a specific payment card ID
status	string (enum)	No	Filter by activity status: `OTHER`, `PENDING`, `COMPLETED`, `FAILED`
paginationSettings	object	No	Pagination control (see below)

Extended variant: financialaccountwithperiodandamountfilterrequest

Field	Type	Required	Description
amountFilter	object	No	Min/max amount range filter (see below)
searchString	string	No	Free-text search string to filter transactions

Extended variant: financialaccountwithperiodandamountfilterrequestextension

Field	Type	Required	Description
financialAccountId	string	No	Overrides the inherited `financialAccountId` when used in this variant

paginationSettings object

Field	Type	Required	Description
take	integer (1–10000)	No	Number of records to return
skip	integer (0–2147483647)	No	Number of records to skip (for offset-based pagination)

amountFilter object

Field	Type	Required	Description
minValue	integer (int64)	No	Minimum transaction amount in cents
maxValue	integer (int64)	No	Maximum transaction amount in cents

filter object (finaccounttransactionfilter)

Field	Type	Required	Description
all	filterItem	No	Include all transaction types
deposit	filterItem	No	Filter for deposit transactions
withdraw	filterItem	No	Filter for withdrawal transactions
transfers	filterItem	No	Filter for transfer transactions
pos	filterItem	No	Filter for point-of-sale transactions
transactionStatus	filterItem	No	Filter by transaction status
others	filterItem	No	Filter for other transaction types

Each filterItem has the following structure:

Field	Type	Description
displayName	string	Human-readable label for the filter
value	boolean	Whether this filter is active
items	array of filterItem	Nested filter items

{
  "financialAccountId": "fa_abc123xyz",
  "dateFrom": "2026-05-01T00:00:00Z",
  "dateTo": "2026-06-01T00:00:00Z",
  "status": "COMPLETED",
  "paginationSettings": {
    "take": 25,
    "skip": 0
  },
  "amountFilter": {
    "minValue": 500,
    "maxValue": 100000
  },
  "searchString": "coffee",
  "filter": {
    "pos": {
      "displayName": "Point of Sale",
      "value": true
    }
  }
}

Response

200 OK

Field	Type	Description
data	object	Merged activity data container
data.transferPageInfo	array of pageInfo	Pagination info for transfer records
data.transactionPageInfo	pageInfo	Pagination info for transaction records
data.activity	array of activityResponseModel	List of activity records
filter	object	The resolved `finaccounttransactionfilter` applied to the query

pageInfo object

Field	Type	Description
startCursor	string	Cursor pointing to the first record in this page
endCursor	string	Cursor pointing to the last record in this page
hasNextPage	boolean	Whether more records exist after this page
hasPreviousPage	boolean	Whether records exist before this page

activity item fields

Field	Type	Description
id	string	Unique identifier for the activity record
typename	string	GraphQL type name of the activity
name	string	Display name or label for the transaction
typeModel	string	Internal type model classification
pendingAmount	amount	Pending amount object (value in cents + currency code)
amount	amount	Settled amount object (value in cents + currency code)
lastEventBalanceSnapshot	amount	Account balance snapshot at the time of the last event
createdAt	string (date-time)	Timestamp when the transaction was created
isComplete	boolean	Whether the transaction has completed processing
transactionSource	source	Source details of the transaction
transferStatus	transferStatus	Status and reason code for transfer activities
companyName	string	Name of the company associated with the transaction
descriptor	descriptor	ACH descriptor fields (company entry, individual name, ID number)
toFinancialAccount	transferFinAccount	Destination financial account details
fromFinancialAccount	transferFinAccount	Source financial account details
refundEvent	transactionEvent	Details of a refund event if applicable
lastEvent	transactionEvent	Most recent event for this transaction
firstEvent	transactionEvent	Initial event for this transaction
isBetweenOwnAccounts	boolean	Whether this is an internal transfer between the customer's own accounts
activityInfo	activityInfo	Profile and history record metadata
purpose	string	Purpose memo or tag for the transaction
giftCardOrderId	string	Associated gift card order ID if applicable
memo	string	Free-text memo attached to the transaction
fromDBA	string	DBA name of the sending party
toDBA	string	DBA name of the receiving party

amount object

Field	Type	Description
value	integer (int64)	Amount in the smallest currency unit (e.g., cents)
currencyCode	string	ISO 4217 currency code (e.g., "USD")

transactionEvent object

Field	Type	Description
typename	string	Type of the event
id	string	Event identifier
merchantDetails	merchantDetails	Merchant category, name, country, and ID
pointOfServiceDetails	pointOfServiceDetails	PAN and PIN entry mode details
responseCode	string	Authorization response code
responseDescription	string	Human-readable response description
approvedAmount	amount	Approved amount
requestedAmount	amount	Requested authorization amount
paymentCard	paymentCardActivity	Card bin and last 4 digits
createdAt	string (date-time)	Event creation timestamp
authorizationExpiration	string (date-time)	When the authorization expires
processingType	string	Processing type (e.g., EMV, swipe, contactless)
rewardPoints	integer (int64)	Reward points earned on this event
accountingDirection	string (enum)	`DEBIT` or `CREDIT`

{
  "data": {
    "transferPageInfo": [
      {
        "startCursor": "cursor_start_001",
        "endCursor": "cursor_end_025",
        "hasNextPage": false,
        "hasPreviousPage": false
      }
    ],
    "transactionPageInfo": {
      "startCursor": "cursor_start_001",
      "endCursor": "cursor_end_025",
      "hasNextPage": false,
      "hasPreviousPage": false
    },
    "activity": [
      {
        "id": "txn_9f8a7b6c5d",
        "typename": "CardTransaction",
        "name": "Purchase - Starbucks",
        "typeModel": "CARD_TRANSACTION",
        "pendingAmount": {
          "value": 0,
          "currencyCode": "USD"
        },
        "amount": {
          "value": 675,
          "currencyCode": "USD"
        },
        "lastEventBalanceSnapshot": {
          "value": 152340,
          "currencyCode": "USD"
        },
        "createdAt": "2026-05-15T10:22:00Z",
        "isComplete": true,
        "transactionSource": {
          "typename": "CardTransaction",
          "id": "src_abc123"
        },
        "transferStatus": null,
        "companyName": "Starbucks",
        "descriptor": {
          "companyEntryDescription": "PURCHASE",
          "individualName": "JOHN DOE",
          "individualIdentificationNumber": "REF0001"
        },
        "toFinancialAccount": null,
        "fromFinancialAccount": null,
        "lastEvent": {
          "typename": "CardTransactionEvent",
          "id": "evt_001",
          "merchantDetails": {
            "category": "Food & Beverage",
            "categoryCode": "5812",
            "countryCodeAlpha3": "USA",
            "description": "Eating Places, Restaurants",
            "name": "Starbucks",
            "merchantId": "merch_99887766"
          },
          "pointOfServiceDetails": {
            "panEntryMode": "CONTACTLESS",
            "pinEntryMode": "NOT_APPLICABLE"
          },
          "responseCode": "00",
          "responseDescription": "APPROVED",
          "approvedAmount": {
            "value": 675,
            "currencyCode": "USD"
          },
          "requestedAmount": {
            "value": 675,
            "currencyCode": "USD"
          },
          "paymentCard": {
            "id": "card_xyz456",
            "bin": "411111",
            "last4": "1234"
          },
          "createdAt": "2026-05-15T10:22:00Z",
          "authorizationExpiration": "2026-05-22T10:22:00Z",
          "processingType": "CONTACTLESS_EMV",
          "rewardPoints": 7,
          "accountingDirection": "DEBIT"
        },
        "isBetweenOwnAccounts": false,
        "activityInfo": {
          "fromProfile": {
            "id": 1001,
            "name": "Acme Corp",
            "agentId": 55
          },
          "toProfile": null,
          "historyRecords": [
            {
              "date": "2026-05-15T10:22:00Z",
              "status": "COMPLETED"
            }
          ]
        },
        "purpose": null,
        "giftCardOrderId": null,
        "memo": null,
        "fromDBA": "Acme Corp",
        "toDBA": "Starbucks"
      }
    ]
  },
  "filter": {
    "pos": {
      "displayName": "Point of Sale",
      "value": true,
      "items": null
    }
  }
}

Error Codes

Code	When it happens
400	Missing required fields (`financialAccountId`, `dateFrom`, or `dateTo`), invalid date format, or pagination values out of range
401	Token missing, expired, or invalid
403	Insufficient permissions to access the specified financial account
404	Financial account not found or does not belong to the authenticated user
500	Internal server error

Common Mistakes

Omitting financialAccountId, dateFrom, or dateTo — all three are required on every request variant
Providing date strings in a non-ISO 8601 format; use YYYY-MM-DDTHH:MM:SSZ (UTC recommended)
Setting amountFilter.minValue or maxValue in dollars instead of cents — amounts are always in the smallest currency unit (e.g., $6.75 = 675)
Setting paginationSettings.take above 10000, which will result in a validation error
Using financialaccountwithperiodandamountfilterrequestextension and leaving financialAccountId null when it is actually required for the query

Related Endpoints

GET /api/financialAccount — Retrieve the list of financial accounts for the authenticated customer
POST /api/transaction/byFinancialAccount — Client-facing variant of this transaction query endpoint
POST /api/transfer — Initiate a transfer between financial accounts
POST /api/auth/v2 — Obtain a Bearer token for authentication

Example

curl -X POST https://api.banking.netevia.dev/api/transaction/byFinancialAccount/server \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "financialAccountId": "fa_abc123xyz",
    "dateFrom": "2026-05-01T00:00:00Z",
    "dateTo": "2026-06-01T00:00:00Z",
    "status": "COMPLETED",
    "paginationSettings": {
      "take": 25,
      "skip": 0
    },
    "amountFilter": {
      "minValue": 500,
      "maxValue": 100000
    },
    "searchString": "coffee"
  }'