Every movement on an account — payments in and out, card spend, and fees — is a transaction. Use this section to build ledgers, activity feeds, and statements. Transactions are settled activity. For payments still in flight (pending, or held for compliance review), see payment requests.

List transactions

The customer’s history, filterable by account, direction, status, dates, and more.

Generate a statement

A PDF or CSV statement for a year, a month, or a custom range.

Card transactions

Spend on a specific card, with merchant details.

Reading a transaction

The useful fields at a glance: