Actions22
- Money (fin/customer_payment) Actions
- Bank Account (fin/bank_account) Actions
- Transaction (fin/transaction) Actions
- Contractor (crm/account) Actions
- Balance (composite) Actions
- Custom Request Actions
Balance (composite) → Get Account Balance
AI-generatedSummary
Retrieve the real balance and transaction summary of a specified bank account by aggregating its fixed balance and related transactions within an optional date range.
Inputs
- Bank Account ID (required) — The unique identifier of the bank account (fin/bank_account.id) to fetch the balance for.
- End Date — Optional upper boundary date (inclusive) for the transaction period to consider. Defaults to the current moment if omitted.
- Page Size — Defines how many transactions to fetch per request page, up to a maximum of 100. Defaults to 100.
Output shape
a single JSON object representing the account balance summary
The output includes the bank account details, fixed balance and its date, total summed incomes and outcomes from transactions, the calculated real balance, and the number of transactions counted within the period.
Examples
Example 1: Get balance for a bank account including all transactions up to now, with default page size
Bank Account ID set; End Date left empty; Page Size set to 100 (default).