Generate Transaction Statement
Card
Generate Transaction Statement
Generate a downloadable transaction statement in CSV or PDF format
GET
Generate Transaction Statement
Overview
Generates a downloadable transaction statement containing detailed transaction history. Supports both CSV and PDF formats, with optional date range filtering. Perfect for accounting, tax preparation, expense tracking, and financial record-keeping.Format SelectionSpecify the desired format using the
Accept header:text/csvfor CSV formatapplication/pdffor PDF format
Authentication
This endpoint requires authentication via Bearer token:Request
Headers
Your public API client key
Set to
true to route requests to the US backend environmentBearer token for authentication
Desired response formatAccepted Values:
text/csv- CSV format (comma-separated values)application/pdf- PDF format (printable document)
Query Parameters
Start date for filtering transactions in ISO 8601 format (
YYYY-MM-DD)Required: Only if dateTo is providedExample: 2024-10-24Note: If not provided, returns complete transaction historyEnd date for filtering transactions in ISO 8601 format (
YYYY-MM-DD)Required: Only if dateFrom is providedExample: 2024-10-25Note: Both dateFrom and dateTo must be provided togetherRequest Examples
Response
CSV Format
Returns a CSV file with the following columns:Transaction date and time in ISO 8601 format
Merchant name and location
Type of merchant or transaction context
Currency code for the card transaction
Amount in the card’s currency
Card’s base currency code
Amount charged to the card
Cryptocurrencies/tokens used for funding
Wallet addresses used for funding
PDF Format
Returns a formatted PDF document containing:- Header: Account holder name, card details (last 4 digits)
- Date Range: Statement period
- Transaction Table: Detailed transaction list with columns similar to CSV
- Summary Section: Total spent, number of transactions, date range
- Footer: Page numbers, generation date
Error Responses
Use Cases
Monthly Reports
Generate monthly statements for accounting and bookkeeping
Tax Preparation
Download annual transaction history for tax filing
Expense Tracking
Export data to spreadsheet software for analysis
Audit Trail
Maintain transaction records for compliance and auditing
Common Integration Patterns
Monthly Statement Download
Annual Tax Report
Custom Date Range Selector
Automated Monthly Reports
CSV Processing
Example of parsing CSV data in JavaScript:Best Practices
File Naming
File Naming
Use descriptive filenames with date ranges:Examples:
statement-2024-10-01-to-2024-10-31.pdftransactions-2024-annual.csv
Large Date Ranges
Large Date Ranges
For very large date ranges (e.g., multiple years), consider splitting into smaller chunks:
Error Handling
Error Handling
Always handle download errors gracefully:
User Feedback
User Feedback
Provide clear feedback during download:
Edge Cases
Empty ResultsIf no transactions exist for the specified date range, you’ll receive an empty CSV (headers only) or a PDF with “No transactions found” message.
Content-Type HeaderThe response
Content-Type header will match your Accept header:text/csvfor CSV downloadsapplication/pdffor PDF downloads
Related Endpoints
GET /v1/card/transactions- Retrieve transaction history as JSON with advanced filteringGET /v1/card/status- Get card information before generating statement