get_transactions

Type: query

Gets transaction data from the account.

Signature

async def get_transactions(
    limit: int = DEFAULT_RECORD_LIMIT,
    offset: int | None = 0,
    start_date: str | None = None,
    end_date: str | None = None,
    search: str = "",
    category_ids: List[str] = [],
    account_ids: List[str] = [],
    tag_ids: List[str] = [],
    has_attachments: bool | None = None,
    has_notes: bool | None = None,
    hidden_from_reports: bool | None = None,
    is_split: bool | None = None,
    is_recurring: bool | None = None,
    imported_from_mint: bool | None = None,
    synced_from_institution: bool | None = None
) -> Dict[str, Any]

Parameters

Parameter	Type	Required	Description
limit	int	No	the maximum number of transactions to download, defaults to DEFAULT_RECORD_LIMIT.
offset	`int	None`	No
start_date	`str	None`	No
end_date	`str	None`	No
search	str	No	a string to filter transactions. use empty string for all results.
category_ids	List[str]	No	a list of category ids to filter.
account_ids	List[str]	No	a list of account ids to filter.
tag_ids	List[str]	No	a list of tag ids to filter.
has_attachments	`bool	None`	No
has_notes	`bool	None`	No
hidden_from_reports	`bool	None`	No
is_split	`bool	None`	No
is_recurring	`bool	None`	No
imported_from_mint	`bool	None`	No
synced_from_institution	`bool	None`	No

Example

from monarchmoney import MonarchMoney

mm = MonarchMoney()
await mm.login(email, password)

result = await mm.get_transactions()
print(result)

GraphQL Operation

Operation Name: GetTransactionsList

GraphQL Query

query GetTransactionsList($offset: Int, $limit: Int, $filters: TransactionFilterInput, $orderBy: TransactionOrdering) {
            allTransactions(filters: $filters) {
              totalCount
              results(offset: $offset, limit: $limit, orderBy: $orderBy) {
                id
                ...TransactionOverviewFields
                __typename
              }
              __typename
            }
            transactionRules {
              id
              __typename
            }
          }
    
          fragment TransactionOverviewFields on Transaction {
            id
            amount
            pending
            date
            hideFromReports
            plaidName
            notes
            isRecurring
            reviewStatus
            needsReview
            attachments {
              id
              extension
              filename
              originalAssetUrl
              publicId
              sizeBytes
              __typename
            }
            isSplitTransaction
            createdAt
            updatedAt
            category {
              id
              name
              __typename
            }
            merchant {
              name
              id
              transactionsCount
              __typename
            }
            account {
              id
              displayName
              __typename
            }
            tags {
              id
              name
              color
              order
              __typename
            }
            __typename
          }

Try It Out

To test this API method locally:

1. Install the package: pip install monarchmoney
2. Create a Python script with the example code above
3. Replace email and password with your Monarch Money credentials
4. Run the script

See the Authentication Guide for details on logging in.