Headers
-
Content-Type
string -
Accept
string -
X-PLANNR-ACCOUNT-UUID
string
GET
/api/v1/plans/{plan_uuid}/transaction/{uuid}
curl \
--request GET 'https://api.plannrcrm.com/api/v1/plans/plan_uuid/transaction/uuid' \
--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)
{
"date": "2025-04-02",
"plan": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "929ea5f3-6486-4f09-8d1e-be900827e7be",
"wrap": "App\\Http\\Resources\\Plans\\PlanResource",
"cases": "App\\Http\\Resources\\CasesResource",
"value": {
"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"
}
},
"claims": "App\\Http\\Resources\\Plans\\ClaimResource",
"client": "App\\Http\\Resources\\AccountResource",
"covers": "App\\Http\\Resources\\Plans\\CoverResource",
"seller": "App\\Http\\Resources\\AccountResource",
"status": "inactive",
"accounts": "App\\Http\\Resources\\AccountResource",
"on_panel": true,
"provider": "App\\Http\\Resources\\Plans\\ProviderResource",
"sub_type": "lifetime isa",
"opened_at": "2025-04-02T13:27:57+01:00",
"valued_at": "2025-04-02T13:27:57+01:00",
"created_at": "2025-04-02T13:27:57+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-04-02T13:27:57+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-04-02T13:27:57+01:00",
"review_date": "2024-04-02",
"linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
"main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
"under_advice": true,
"abstract_type": "asset",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"is_wrap_child": false,
"linked_owners": "App\\Http\\Resources\\AccountResource",
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
"can_be_deleted": "false",
"total_benefits": {
"critical_illness": {
"amount": {
"example": "15000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£150,000.00",
"description": "Money amount formatted with currency"
}
},
"family_income_benefit": {
"amount": {
"example": "10000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£100,000.00",
"description": "Money amount formatted with currency"
}
}
},
"inactive_reason": "claimed",
"is_group_scheme": false,
"is_wrap_product": false,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"is_sub_group_scheme": false,
"total_benefit_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2024-04-02",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
},
"type": "contribution",
"uuid": "3731aedd-a76a-4b5d-be31-1e12a0399e57",
"notes": "Withdrawal from ISA",
"amount": {
"amount": "1099",
"currency": "GBP",
"formatted": "£10.99"
},
"account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "2c4cde7f-515d-4c86-8134-b30b49221d58",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-02T13:27:57+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-02T13:27:57+01:00",
"with_login": true,
"inactive_at": "2025-04-02",
"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": "2025-04-02T13:27:57+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-02T13:27:57+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": "2025-04-02T13:27:57+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-02T13:27:57+01:00"
},
"holding": {
"citi": "ACB123",
"isin": "ACB123",
"uuid": "8aa5decf-e6a1-4542-9d65-86c02e9c01f7",
"sedol": "ACB123",
"units": 5,
"value": {
"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"
}
},
"sector": "Europe",
"fund_name": "Fund",
"is_active": true,
"reference": "REF123",
"created_at": "2025-04-02T13:27:57+01:00",
"unit_price": {
"amount": {
"example": "1000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£10.00",
"description": "Money amount formatted with currency"
}
},
"updated_at": "2025-04-02T13:27:57+01:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"purchase_price": {
"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"
}
},
"unit_price_raw": 10,
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"provider": {
"name": "AJ Bell",
"slug": "aj-bell",
"uuid": "8d646818-64df-4f9e-8831-cdfa711dabfa",
"created_at": "2025-04-02T13:27:57+01:00",
"updated_at": "2025-04-02T13:27:57+01:00"
},
"sub_type": "product_fees",
"created_at": "2025-04-02T13:27:57+01:00",
"updated_at": "2025-04-02T13:27:57+01:00",
"sub_account": {
"name": "John's ISA",
"uuid": "477eb8b3-bfef-44b0-abd7-a2b7c58b0fd4",
"created_at": "2025-04-02T13:27:57+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-04-02T13:27:57+01:00",
"policy_number": "AVI-4837",
"is_main_account": false,
"active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
"latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
},
"transaction_schedule": {
"plan": "App\\Http\\Resources\\Plans\\PlanResource",
"type": "contribution",
"uuid": "7bc7c1c8-63b8-41f7-9704-33909198f7af",
"amount": {
"amount": "1099",
"currency": "GBP",
"formatted": "£10.99"
},
"account": "App\\Http\\Resources\\AccountResource",
"holding": "App\\Http\\Resources\\Plans\\HoldingResource",
"end_date": "2026-04-02",
"provider": "App\\Http\\Resources\\Plans\\ProviderResource",
"sub_type": "product_fees",
"frequency": "monthly",
"created_at": "2025-04-02T13:27:57+01:00",
"start_date": "2025-04-02",
"updated_at": "2025-04-02T13:27:57+01:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"paused_until": "2025-04-02T13:27:57+01:00",
"provider_controlled": true,
"next_transaction_date": "2025-05-02"
}
}