Skip to main content

​
List Bank Transactions

Retrieve a list of bank transactions for the authenticated business.
​
schema
string
Schema identifier. Must be bank_transaction. Defaults to bank_transaction if not provided
​
bank
string
Filter by bank UUID
​
status
string
Filter by status (categorized, recognized, uncategorized)
​
page
number
Page number for pagination
​
limit
number
Number of records per page
​
date_order
string
Order records by date. Values: asc (oldest first) or desc (newest first). Default: desc
curl -X GET "https://api.useadam.io/v1/adam/bank-transactions?schema=bank_transaction&page=1&limit=20" \
  -H "X-API-Key: your_secret_key"

​
Get Bank Transaction

Retrieve a specific bank transaction by UUID.
​
uuid
string
required
Bank transaction UUID
curl -X GET "https://api.useadam.io/v1/adam/bank-transactions/transaction-uuid" \
  -H "X-API-Key: your_secret_key"

​
Upload Bank Transactions

Upload bank transactions (CSV or JSON format).
​
bank
string
required
Bank UUID
​
transactions
array
required
Array of transaction objects
​
transactions[].date
string
required
Transaction date (YYYY-MM-DD)
​
transactions[].amount
number
required
Transaction amount
​
transactions[].type
string
required
Transaction type (debit or credit)
​
transactions[].narration
string
Transaction description
​
transactions[].ref
string
Transaction reference
​
date_format
string
Date format (e.g., “Y-m-d”). Default: “Y-m-d”
curl -X POST "https://api.useadam.io/v1/adam/bank-transactions/upload" \
  -H "X-API-Key: your_secret_key" \
  -H "Content-Type: application/json" \
  -d '{
    "bank_uuid": "bank-uuid",
    "transactions": [
      {
        "date": "2024-01-15",
        "amount": 100.00,
        "type": "debit",
        "narration": "Payment to supplier",
        "ref": "TXN123"
      }
    ],
    "date_format": "Y-m-d"
  }'

​
Update Bank Transaction

Update a bank transaction by UUID.
​
uuid
string
required
Bank transaction UUID
​
date
string
Transaction date (YYYY-MM-DD)
​
narration
string
Transaction description
​
status
string
Transaction status (categorized, recognized, uncategorized)
​
account
string
Account name
curl -X PUT "https://api.useadam.io/v1/adam/bank-transactions/transaction-uuid" \
  -H "X-API-Key: your_secret_key" \
  -H "Content-Type: application/json" \
  -d '{
    "date": "2024-01-16",
    "narration": "Updated description",
    "status": "categorized",
    "account": "Expense Account",
    "link_destination": "expenses"
  }'

​
Delete Bank Transaction

Delete a bank transaction by UUID.
​
uuid
string
required
Bank transaction UUID
curl -X DELETE "https://api.useadam.io/v1/adam/bank-transactions/transaction-uuid" \
  -H "X-API-Key: your_secret_key"