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Transactions

Transactions are movements of funds into or out of an account. Negative transactions represent debits (ie. spending money) and positive transactions represent credits (ie. receiving money).

Private Client SA

Get transaction list

js
(async function fetchData() {
    try {
        const accountList = await invsy.api.privateClient.pbsa.accounts.list();
        const transactions = await invsy.api.privateClient.pbsa.transactions.get({
            accountId: accountList.result.PrivateBankAccounts[0].AccountNumberForRequests,
            dateFrom: '09/10/2022',
            dateTo: '08/11/2022'
        });
        return transactions.result;
    } catch (error) {
        console.error(error);
    }
})()
(async function fetchData() {
    try {
        const accountList = await invsy.api.privateClient.pbsa.accounts.list();
        const transactions = await invsy.api.privateClient.pbsa.transactions.get({
            accountId: accountList.result.PrivateBankAccounts[0].AccountNumberForRequests,
            dateFrom: '09/10/2022',
            dateTo: '08/11/2022'
        });
        return transactions.result;
    } catch (error) {
        console.error(error);
    }
})()

Private Client UK

Get transaction list

js
(async function fetchData() {
    try {
        const accountList = await invsy.api.privateClient.pbuk.accounts.list();
        const transactions = await invsy.api.privateClient.pbuk.transactions.list(
            accountList.result.accounts[0].AccountId,
            '01/01/2022',
            '01/09/2022'
        );
        return transactions.result;
    } catch (error) {
        console.error(error);
    }
})()
(async function fetchData() {
    try {
        const accountList = await invsy.api.privateClient.pbuk.accounts.list();
        const transactions = await invsy.api.privateClient.pbuk.transactions.list(
            accountList.result.accounts[0].AccountId,
            '01/01/2022',
            '01/09/2022'
        );
        return transactions.result;
    } catch (error) {
        console.error(error);
    }
})()

Wealth and Investment SA

Get transaction list

js
invsy.api.privateClient.wisa.transactions.list([], '2022-10-09','2022-11-09','',['Cash'],true).then(res => {
      return res.result
})
invsy.api.privateClient.wisa.transactions.list([], '2022-10-09','2022-11-09','',['Cash'],true).then(res => {
      return res.result
})