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Summarize Statement

GET 
/v2/financial/accounts/:financial_account_uid/statement_transactions/summary

Aggregates statement transactions into totals by group, instead of returning one line per transaction.

Answers questions like "how much did I spend on fees in July?" in a single request, with the arithmetic done in the database — without paginating the entire statement.

The window here can reach 730 days, against 180 from the listing. The response size is limited by the number of groups, not by history, so a long window is safe.

Accepts the same filters as the listing. If the combination of group_by and window generates more than 1000 groups, the request is rejected with 422 instead of returning a truncated summary — a total cut in half looks complete and deceives silently.

The response also brings the filters and meta blocks, identical to those in the listing, with the addition of filters.group_by informing the grouping applied.

Request​

Responses​

Calculated summary