Get all transactions
This endpoint will return all transactions in the firm relevant to the user accessing them.
Query parameters
-
Filter by a comma separated list of UUIDs.
-
Filter by a comma separated list of account UUIDs.
-
Filter by a comma separated list of plan UUIDs.
-
Filter by a comma separated list of subaccount UUIDs.
-
Filter by created at date. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.
-
Filter by updated at date. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.
-
Filter by type.
-
Filter by subtype.
-
Filter by amount. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.
-
Filter by date. Can use operands such as >=, <>, > and combine as a range by providing two values separated by comma.
-
Filter by status.
-
Comma separated list of relationships to include in the response. Valid relationships are [plan, subAccount, holding, transactionSchedule].
-
Field to sort by. Valid fields are [created_at, updated_at, date]. Negative sign to denote DESC. Defaults to '-created_at'.
-
Number of results to return with pagination (Default 15. Max 500).
GET
/api/v2/transactions
curl \
--request GET 'https://api.plannrcrm.com/api/v2/transactions' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"date": "2025-07-17",
"plan": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "d26f380b-606b-4044-aea3-f13625b69dea",
"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": "2025-07-17T16:23:27+01:00",
"valued_at": "2025-07-17T16:23:27+01:00",
"created_at": "2025-07-17T16:23:27+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-07-17T16:23:27+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-07-17T16:23:27+01:00",
"review_date": "2024-07-17",
"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": "2025-07-16T16:23:27+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": "2024-07-17",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
},
"type": "transfer",
"uuid": "664ac14e-7103-4d30-8d68-18a96217159c",
"notes": "My interesting note",
"amount": 10000,
"status": "Completed",
"holding": {
"citi": "ACB123",
"isin": "ACB123",
"uuid": "901e7872-5a12-42d2-996d-e62c03b0300d",
"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": "2025-07-17T16:23:27+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": "2025-07-17T16:23:27+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,
"sub_type": "consolidations",
"created_at": "2025-07-17T16:23:27+01:00",
"updated_at": "2025-07-17T16:23:27+01:00",
"sub_account": {
"name": "John's ISA",
"uuid": "051c4c3a-bbcd-41ba-8604-0d25f8ab4a33",
"created_at": "2025-07-17T16:23:27+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-07-17T16:23:27+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": "a2acf7b8-00fb-4fb6-b41c-929f2b8d0bec",
"amount": {
"amount": "1099",
"currency": "GBP",
"formatted": "£10.99"
},
"account": "App\\Http\\Resources\\AccountResource",
"holding": "App\\Http\\Resources\\Plans\\HoldingResource",
"end_date": "2026-07-17",
"provider": "App\\Http\\Resources\\Plans\\ProviderResource",
"sub_type": "product_fees",
"frequency": "monthly",
"created_at": "2025-07-17T16:23:27+01:00",
"start_date": "2025-07-17",
"updated_at": "2025-07-17T16:23:27+01:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"paused_until": "2025-07-17T16:23:27+01:00",
"provider_controlled": true,
"next_transaction_date": "2025-08-17"
}
}
]
}