Get monthly transaction summary

GET

/api/v1/portfolios/{portfolio_id}/transactions/summary

Get income, expense totals and breakdown by category for a month

Request

Authorization

JWT Bearer

Add the parameter

Authorization

to Headers

Example:

Authorization: ********************

Path Params

Query Params

Responses

🟢200OK

application/json

Monthly summary

Bodyapplication/json

Request Example

Shell

JavaScript

Java

Swift

curl --location '/api/v1/portfolios//transactions/summary?year=undefined&month=undefined' \
--header 'Authorization: Bearer <token>'

Response Example

{
    "success": true,
    "data": {
        "year": 0,
        "month": 0,
        "total_income": {
            "cents": 100000,
            "currency": "IDR"
        },
        "total_expense": {
            "cents": 100000,
            "currency": "IDR"
        },
        "net_flow": {
            "cents": 100000,
            "currency": "IDR"
        },
        "transaction_count": 0,
        "by_category": [
            {
                "category_id": "8de4c9fd-61a4-4c0b-bf88-0ed3a0fe3fa2",
                "category_name": "string",
                "kind": "incoming",
                "total": {
                    "cents": 100000,
                    "currency": "IDR"
                },
                "count": 0
            }
        ]
    }
}

Modified at 2025-12-03 16:47:21

Create internal transfer between accounts

List external accounts