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Ability to list transactions by contact

Open mathewparet opened this issue 2 years ago • 4 comments

It would be nice to have an API to list transactions by contact. So I can list all transactions made to/from a contact and make a report.

mathewparet avatar Apr 28 '22 10:04 mathewparet

You're effectively asking for another filter on the transactions. But filter by which field exactly do you have in mind? There is no concrete attribute which identifies the other party.

"description", or "message", are free text fields from which you have to take a fuzzy guess as to where the money came/went. I expect this is a weakness in the banking system rather than the upbank api.

https://developer.up.com.au/#get_transactions

johnmee avatar Apr 28 '22 23:04 johnmee

It is ok even if I am not able to filter based on the description. But it would be nice to be able to list all transactions by contact via API. I am trying to generate a PDF report of all transactions I've made to a particular contact.

mathewparet avatar May 02 '22 10:05 mathewparet

Doesn't hurt to ask.

I expect you'd do better to 'get' all your transactions then filter and post-process them locally. Maybe zq or jq will be your friend.

johnmee avatar May 02 '22 11:05 johnmee

Sorry. Me again. It occurs to me that this could be framed as a feature request, not for another Transaction 'filter', but a Transaction 'Search': ie 'Find all transactions with '; in this case the search term is the contact's name.

And, whilst a feature of the app, Search is completely missing from the API.

johnmee avatar May 02 '22 22:05 johnmee

Search via the API is unlikely to be added in the short term. Will consider exposing a Contact relationship on transactions though so you can build your own search using a reliable name / id.

markbrown4 avatar Mar 20 '24 22:03 markbrown4