Get all reconciliations on a bank transaction
Headers
-
Content-Type
string -
Accept
string -
X-PLANNR-ACCOUNT-UUID
string
Path parameters
-
bankTransaction_uuid
string Required
Query parameters
-
filter[uuid]
string Filter by a comma separated list of UUIDs.
-
sort
string Field to sort by. Valid fields are [created_at, updated_at, type, amount]. Negative sign to denote DESC. Defaults to '-created_at'.
-
per_page
integer Number of results to return with pagination (Default 15. Max 500).
GET
/api/v1/bank-transaction/{bankTransaction_uuid}/reconciliations
curl \
--request GET 'https://api.plannrcrm.com/api/v1/bank-transaction/bankTransaction_uuid/reconciliations' \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"uuid": "d406549a-1090-4955-a66e-68693a6335cf",
"amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "2eb8cb27-22dc-4488-8084-3b686c4190d6",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:21+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:21+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-04-22T13:44:21+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:21+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-04-22T13:44:21+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:21+01:00"
},
"created_at": "2025-04-22T13:44:21+01:00",
"updated_at": "2025-04-22T13:44:21+01:00",
"bank_transaction": {
"date": "2022-07-15",
"firm": "App\\Http\\Resources\\FirmResource",
"uuid": "29822a8f-fdae-45d6-9c2e-7a8565be6849",
"amount": {
"amount": "12399",
"currency": "GBP",
"formatted": "£123.99"
},
"account": "App\\Http\\Resources\\AccountResource",
"filename": "Natwest June 2022 Statement.xlsx",
"metadata": {
"client_name": "Gareth Thompson"
},
"reference": "VitalityLtd",
"statement": "App\\Http\\Resources\\StatementResource",
"created_at": "2025-04-22T13:44:21+01:00",
"updated_at": "2025-04-22T13:44:21+01:00",
"bank_statement": "App\\Http\\Resources\\BankStatementResource"
},
"statement_transaction": {
"date": "2025-04-22",
"firm": "App\\Http\\Resources\\FirmResource",
"uuid": "f6e7bf4f-f502-4d0c-b6f6-27f7b04f00c8",
"reason": "Reason",
"account": "App\\Http\\Resources\\AccountResource",
"category": "initial_fee",
"metadata": {
"client_name": "Gareth Thompson"
},
"provider": "Aviva",
"statement": "App\\Http\\Resources\\StatementResource",
"created_at": "2025-04-22T13:44:21+01:00",
"net_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"updated_at": "2025-04-22T13:44:21+01:00",
"client_name": "Gareth Thompson",
"expectation": "App\\Http\\Resources\\ExpectationResource",
"scheme_name": "Scheme name",
"adviser_name": "Adviser name",
"gross_amount": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"agency_number": "Agency number",
"policy_number": "AVIVA_00001",
"scheme_number": "Scheme number",
"payment_origin": "provider",
"customer_number": "Customer number",
"bank_transactions": "App\\Http\\Resources\\BankTransactionResource",
"product_reference": "Product reference",
"provider_statement": "App\\Http\\Resources\\ProviderStatementResource",
"policy_market_value": "Policy market value",
"sender_id_sib_number": "Sender id sib number",
"transaction_reference": "WN6tb9nJCd"
}
}