Statement

Manage statements

📄️List Statement Imports

Lists all statement imports performed for a financial account. Allows filtering by status, processing date, tags, and imported file name.

📄️Import Statement

Imports a bank statement through a CNAB file. Processing is performed asynchronously and transactions are associated with the financial account.

📄️View Statement Import

Query specific information of a Statement Import.

📄️List Statement Synchronizations

Lists the statement synchronizations requested for a Financial Account, from most recent to oldest.

📄️Query Statement Synchronization

Query the status of a requested statement synchronization.

📄️List Transactions

Lists the transactions of the statement of a financial account, filtering by period, type, amount, and description.

📄️Synchronize Statement

Synchronizes the bank statement of a financial account. Fetches transactions directly from the financial institution through API. Requires active connection.

📄️Summarize Statement

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

📄️List Statement Categories

Catalog of categories that a statement transaction can carry.