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Get all transactions

GET /api/v1/plans/{plan_uuid}/transaction

Personal access token & O auth2

Dismiss highlight

Headers

• X-PLANNR-ACCOUNT-UUID string

Path parameters

• plan_uuid string Required

  The uuid of a Plan.

Query parameters

• filter[uuid] string

  Filter by a comma separated list of UUIDs.

• filter[subaccount] string

  Comma separated list of sub account UUIDs to filter by

• filter[holding] string

  Comma separated list of holding UUIDs to filter by

• filter[type] string

  Comma separated list of types to filter by

• filter[sub_type] string

  Comma separated list of sub-types to filter by

• filter[date_from] string

  Get transactions from a date.

• filter[date_to] string

  Get transactions to a date.

• filter[amount_from] string

  Get transactions greater than or equal to an amount in pennies.

• filter[amount_to] string

  Get transactions less than or equal to an amount in pennies.

• sort string

  Field to sort by. Valid fields are [created_at, updated_at, type, amount, date]. Negative sign to denote DESC. Defaults to '-date'.

• per_page integer

  Number of results to return with pagination (Default 15. Max 500).

Responses

• 200 application/json
  Hide response attribute Show response attribute object

  • data array[object]
    Hide data attributes Show data attributes object

    • uuid string
    • created_at string
    • updated_at string
    • plan object
      Hide plan attributes Show plan attributes object

      • uuid string
      • created_at string
      • updated_at string
      • opened_at string
      • name string
      • type string
      • sub_type string
      • abstract_type string
      • policy_number string
      • proposal_reference string
      • status string
      • inactive_at string
      • inactive_reason string
      • agency_in_your_name boolean
      • agency_in_your_name_from string
      • originally_sold_by_firm boolean
      • under_advice boolean
      • visible_on_client_portal boolean
      • include_in_client_valuation boolean
      • show_on_joint boolean
      • review_date string
      • on_panel boolean
      • is_group_scheme boolean
      • is_sub_group_scheme boolean
      • is_group_scheme_member boolean
      • advice_area string
      • main_account string
      • sub_accounts string
      • provider string
      • covers string
      • claims string
      • total_benefit_amount object
        Hide total_benefit_amount attributes Show total_benefit_amount attributes object

        • amount object
          Hide amount attributes Show amount attributes object

          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object

          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object

          • example string
          • description string
      • total_benefits object
        Hide total_benefits attributes Show total_benefits attributes object

        • critical_illness object
          Hide critical_illness attributes Show critical_illness attributes object

          • amount object
            Hide amount attributes Show amount attributes object

            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object

            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object

            • example string
            • description string
        • family_income_benefit object
          Hide family_income_benefit attributes Show family_income_benefit attributes object

          • amount object
            Hide amount attributes Show amount attributes object

            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object

            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object

            • example string
            • description string
      • latest_valuations string
      • value object
        Hide value attributes Show value attributes object

        • amount object
          Hide amount attributes Show amount attributes object

          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object

          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object

          • example string
          • description string
      • valued_at string
      • original_valued_at string
      • client string
      • accounts string
      • seller string
      • linked_owners string
      • linked_plans string
      • statistics object
        Hide statistics attribute Show statistics attribute object

        • recent_growth integer
      • cases string
      • tags string
      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap string
      • wrap_children string
      • can_be_deleted string
      • contract_enquiry_account string
      • custom_fields string
      • external_references string
    • sub_account object
      Hide sub_account attributes Show sub_account attributes object

      • uuid string
      • created_at string
      • updated_at string
      • name string
      • policy_number string
      • latest_valuation string
      • is_main_account boolean
      • active_portfolio string
      • statistics object
        Hide statistics attribute Show statistics attribute object

        • recent_growth integer
    • holding object
      Hide holding attributes Show holding attributes object

      • uuid string
      • created_at string
      • updated_at string
      • fund_name string
      • reference string
      • sector string
      • sedol string
      • isin string
      • citi string
      • units integer
      • unit_price object
        Hide unit_price attributes Show unit_price attributes object

        • amount object
          Hide amount attributes Show amount attributes object

          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object

          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object

          • example string
          • description string
      • unit_price_raw integer
      • purchase_price object
        Hide purchase_price attributes Show purchase_price attributes object

        • amount object
          Hide amount attributes Show amount attributes object

          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object

          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object

          • example string
          • description string
      • is_active boolean
      • value object
        Hide value attributes Show value attributes object

        • amount object
          Hide amount attributes Show amount attributes object

          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object

          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object

          • example string
          • description string
      • sub_account string
      • external_references string
    • account object
      Hide account attributes Show account attributes object

      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • transaction_schedule object
      Hide transaction_schedule attributes Show transaction_schedule attributes object

      • uuid string
      • created_at string
      • updated_at string
      • plan string
      • sub_account string
      • holding string
      • account string
      • provider string
      • provider_controlled boolean
      • type string
      • sub_type string
      • amount object
        Hide amount attributes Show amount attributes object

        • amount string
        • currency string
        • formatted string
      • frequency string
      • start_date string
      • end_date string
      • next_transaction_date string
      • paused_until string
    • provider object
      Hide provider attributes Show provider attributes object

      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
    • type string
    • sub_type string
    • amount object
      Hide amount attributes Show amount attributes object

      • amount string
      • currency string
      • formatted string
    • date string
    • notes string
    • status string
    • editable boolean

GET /api/v1/plans/{plan_uuid}/transaction

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans/dcf0-484e-a0c5-08590fe89a84-f6aa1670/transaction' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"

Response examples (200)

{
  "data": [
    {
      "date": "2025-07-25",
      "plan": {
        "name": "Johns ISA",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "cash_account",
        "uuid": "39e5395a-ca88-4de2-97db-c42647e0c3f5",
        "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": "2025-07-25T15:56:20+01:00",
        "valued_at": "2025-07-25T15:56:20+01:00",
        "created_at": "2025-07-25T15:56:20+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-07-25T15:56:20+01:00",
        "advice_area": "non_investment_insurance",
        "inactive_at": "2025-07-25T15:56:20+01:00",
        "review_date": "2024-07-25",
        "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",
        "original_valued_at": "2025-07-24T15:56:20+01:00",
        "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": "2024-07-25",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "visible_on_client_portal": true,
        "include_in_client_valuation": true
      },
      "type": "contribution",
      "uuid": "355bdff9-7674-40d6-aa6c-f9d2ac6eae97",
      "notes": "Withdrawal from ISA",
      "amount": {
        "amount": "1099",
        "currency": "GBP",
        "formatted": "£10.99"
      },
      "status": "Completed",
      "account": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "377f0efb-50b3-47a8-95e4-8deb39f277bd",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "created_at": "2025-07-25T15:56:20+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-07-25T15:56:20+01:00",
        "with_login": true,
        "inactive_at": "2025-07-25",
        "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": "2025-07-25T15:56:20+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-07-25T15:56:20+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": "2025-07-25T15:56:20+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-07-25T15:56:20+01:00"
      },
      "holding": {
        "citi": "ACB123",
        "isin": "ACB123",
        "uuid": "b0d009ad-f615-4579-9b78-c4e361bfe976",
        "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": "2025-07-25T15:56:20+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": "2025-07-25T15:56:20+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"
      },
      "editable": true,
      "provider": {
        "name": "AJ Bell",
        "slug": "aj-bell",
        "uuid": "4745cf09-f762-4161-a982-c03bf069795d",
        "created_at": "2025-07-25T15:56:20+01:00",
        "updated_at": "2025-07-25T15:56:20+01:00"
      },
      "sub_type": "product_fees",
      "created_at": "2025-07-25T15:56:20+01:00",
      "updated_at": "2025-07-25T15:56:20+01:00",
      "sub_account": {
        "name": "John's ISA",
        "uuid": "4fc781e3-8ed7-4083-8a6e-faf97f1f1781",
        "created_at": "2025-07-25T15:56:20+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-07-25T15:56:20+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": "b16b173e-b5e4-4352-91cb-39acbfbe5816",
        "amount": {
          "amount": "1099",
          "currency": "GBP",
          "formatted": "£10.99"
        },
        "account": "App\\Http\\Resources\\AccountResource",
        "holding": "App\\Http\\Resources\\Plans\\HoldingResource",
        "end_date": "2026-07-25",
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "sub_type": "product_fees",
        "frequency": "monthly",
        "created_at": "2025-07-25T15:56:20+01:00",
        "start_date": "2025-07-25",
        "updated_at": "2025-07-25T15:56:20+01:00",
        "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "paused_until": "2025-07-25T15:56:20+01:00",
        "provider_controlled": true,
        "next_transaction_date": "2025-08-25"
      }
    }
  ]
}