FinWise API

Aggregate transactions

Sum transactions the same way the analyze screen does. Prefer this over listing and totaling yourself.

Query parameters

aggregateByarray of enums

One or more of day, week, month, year, transactionCategoryId, transactionCategoryGroupId, merchantId, transactionType, currencyCode.

currencyCodestring

Convert amounts into this currency.

filtersnullable object

Same filters as list transactions.

accountIdnullable string

Single account.

accountIdsnullable array of strings

Several accounts.

transactionCategoryIdsnullable array of strings

Filter by category. Include null for uncategorized.

merchantIdsnullable array of strings

Filter by merchant.

searchnullable string

Search description and merchant name.

fromDatenullable string

Inclusive start date.

toDatenullable string

Inclusive end date.

transactionTypesnullable array of enums

debit and/or credit.

excludeTransfersnullable boolean

Drop internal transfers.

excludeArchivednullable boolean

Drop archived transactions.

excludeParentTransactionsnullable boolean

Drop split parents (keep the children).

hasLinkedPlannedTransactionnullable boolean

true for transactions linked to any planned transaction, false for those linked to none.

linkedPlannedTransactionIdsnullable array of strings

Transactions linked to any of these planned transactions. In the query string of list transactions, the URL's length limit (about 8 KB) allows about 150 ids. The request body of update many transactions takes up to 10,000.

GET/transactions/aggregated3?currencyCode=USD&aggregateBy[]=month&filters={"transactionTypes":["debit"]}

curl https://api.finwiseapp.io/transactions/aggregated3?currencyCode=USD&aggregateBy[]=month&filters={"transactionTypes":["debit"]} \
  -X GET \
  -H "Authorization: Bearer fw_..." \
  -H "Content-Type: application/json"

const response = await fetch('https://api.finwiseapp.io/transactions/aggregated3?currencyCode=USD&aggregateBy[]=month&filters={"transactionTypes":["debit"]}', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer fw_...',
    'Content-Type': 'application/json',
  },
})
const data = await response.json()

Response

[
  {
    "date": "2026-01-01T00:00:00.000Z",
    "amount": -1840.22
  },
  {
    "date": "2026-02-01T00:00:00.000Z",
    "amount": -2114.5
  },
  {
    "date": "2026-03-01T00:00:00.000Z",
    "amount": -1766.09
  }
]