> ## Documentation Index > Fetch the complete documentation index at: https://docs.montereyfinancial.dev/llms.txt > Use this file to discover all available pages before exploring further. # List transactions > Paginated list of all transactions within the date range, scoped to the calling key's organization allowlist. Filter by `organization_id` (returns 403 if out of scope). ## OpenAPI ````yaml /api-reference/external_api.openapi.json get /transactions openapi: 3.1.0 info: title: Monterey External Reporting API description: >- Org-scoped, API-key-authenticated reporting endpoints for Monterey Financial clients. version: 0.1.0 servers: - url: https://api.montereyfinancial.app description: Production security: - BearerApiKey: [] paths: /transactions: get: tags: - Transactions summary: List transactions description: >- Paginated list of all transactions within the date range, scoped to the calling key's organization allowlist. Filter by `organization_id` (returns 403 if out of scope). operationId: list_transactions_transactions_get parameters: - name: from in: query required: true schema: type: string format: date title: From - name: to in: query required: true schema: type: string format: date title: To - name: organization_id in: query required: false schema: anyOf: - type: string - type: 'null' title: Organization Id - name: cursor in: query required: false schema: anyOf: - type: string - type: 'null' description: >- Opaque pagination cursor from a previous response's `page.next_cursor`. Omit on the first page. title: Cursor description: >- Opaque pagination cursor from a previous response's `page.next_cursor`. Omit on the first page. - name: limit in: query required: false schema: anyOf: - type: integer maximum: 1000 minimum: 1 - type: 'null' description: >- Page size for cursor pagination. Default 100, minimum 1, maximum 1000. Requests above the maximum return 422 — narrow your page size and use the returned `next_cursor` to walk additional pages. title: Limit description: >- Page size for cursor pagination. Default 100, minimum 1, maximum 1000. Requests above the maximum return 422 — narrow your page size and use the returned `next_cursor` to walk additional pages. responses: '200': description: Successful Response content: application/json: schema: $ref: '#/components/schemas/Page_TransactionRow_' '401': description: Missing or invalid API key. '403': description: organization_id outside the key's allowlist. '404': description: Resource not in scope or does not exist. '422': description: Validation Error content: application/json: schema: $ref: '#/components/schemas/HTTPValidationError' security: - BearerApiKey: [] components: schemas: Page_TransactionRow_: properties: items: items: $ref: '#/components/schemas/TransactionRow' type: array title: Items page: $ref: '#/components/schemas/PageMeta' type: object required: - items - page title: Page[TransactionRow] description: 'A page of results: `items` plus a `page` pagination envelope.' HTTPValidationError: properties: detail: items: $ref: '#/components/schemas/ValidationError' type: array title: Detail type: object title: HTTPValidationError description: >- Parameter-validation error (HTTP 422). `detail` lists each violated constraint with its location, message, and type. TransactionRow: properties: transaction_id: type: string title: Transaction Id description: Canonical transaction ULID. organization_id: type: string title: Organization Id description: The organization this transaction belongs to. account_id: type: string title: Account Id description: Account ULID. type: type: string title: Type description: 'Transaction category. One of: payment, adjustment, fee, refund.' amount_cents: anyOf: - type: integer - type: 'null' title: Amount Cents description: >- Net transaction amount in integer cents. Positive = money in, negative = money out. May be null on some pre-2017 rows. effective_at: anyOf: - type: string format: date - type: 'null' title: Effective At description: Accounting-effective date of the transaction (ISO 8601). status: anyOf: - type: string - type: 'null' title: Status description: >- Transaction status flag. One of: 'NSF', 'void', 'reversed', or null for normal transactions. principal_applied_cents: anyOf: - type: integer - type: 'null' title: Principal Applied Cents description: >- Portion of amount applied to principal, in integer cents. Part of the fee-category allocation; sums to amount_cents with other *_cents fields. May be null on some pre-2017 rows. interest_applied_cents: anyOf: - type: integer - type: 'null' title: Interest Applied Cents description: >- Portion of amount applied to interest, in integer cents. May be null on some pre-2017 rows. late_fee_cents: anyOf: - type: integer - type: 'null' title: Late Fee Cents description: >- Portion of amount applied to late fees, in integer cents. May be null on some pre-2017 rows. nsf_fee_cents: anyOf: - type: integer - type: 'null' title: Nsf Fee Cents description: >- Portion of amount applied to NSF fees, in integer cents. May be null on some pre-2017 rows. service_fee_cents: anyOf: - type: integer - type: 'null' title: Service Fee Cents description: >- Portion of amount applied to service fees, in integer cents. May be null on some pre-2017 rows. other_fee_cents: anyOf: - type: integer - type: 'null' title: Other Fee Cents description: >- Portion of amount applied to other fees, in integer cents. May be null on some pre-2017 rows. excess_cents: anyOf: - type: integer - type: 'null' title: Excess Cents description: >- Excess payment amount in integer cents. The fee-category fields (principal, interest, late_fee, nsf_fee, service_fee, other_fee, excess) sum to amount_cents. May be null on some pre-2017 rows. check_number: anyOf: - type: string - type: 'null' title: Check Number description: >- Check or instrument number associated with this payment, if applicable. cancelled_at: anyOf: - type: string format: date - type: 'null' title: Cancelled At description: >- Reversal date if this transaction was cancelled or reversed. Exclude rows where this is non-null from running totals. type: object required: - transaction_id - organization_id - account_id - type title: TransactionRow description: >- A money-movement event on an account (payment, adjustment, fee). Carries `organization_id` for cross-org grouping. examples: - account_id: 01J9ZQ8H7Z3K8M4N5P6Q7R8S9T amount_cents: 25000 check_number: '1042' effective_at: '2026-04-15' excess_cents: 0 interest_applied_cents: 6500 late_fee_cents: 0 nsf_fee_cents: 0 organization_id: 01J8AB2C3D4E5F6G7H8J9K0L1M other_fee_cents: 0 principal_applied_cents: 18500 service_fee_cents: 0 transaction_id: 01JAQZ7G8H9J0K1L2M3N4P5Q6R type: payment PageMeta: properties: next_cursor: anyOf: - type: string - type: 'null' title: Next Cursor description: Opaque token to pass as ?cursor= to fetch the next page. has_more: type: boolean title: Has More description: True if more rows exist past this page. limit: type: integer title: Limit description: Echo of the resolved page size. type: object required: - has_more - limit title: PageMeta description: >- Pagination envelope on list responses. `next_cursor` is non-null when more rows exist — pass it back as `cursor` to continue. ValidationError: properties: loc: items: anyOf: - type: string - type: integer type: array title: Location msg: type: string title: Message type: type: string title: Error Type input: title: Input ctx: type: object title: Context type: object required: - loc - msg - type title: ValidationError description: >- A single parameter-validation failure: `loc` is the path to the offending input, `msg` is human-readable, and `type` is the rule that failed. securitySchemes: BearerApiKey: type: http description: Static API key issued via the client portal. Treat it like a password. scheme: bearer bearerFormat: ApiKey ````