Get Transaction data in Google Sheets™ using FINICOM_GET_TRANSACTIONS formula

Get Bank Account Transaction data in Google Sheets™ using FINICOM_GET_TRANSACTIONS formula in Finicom.

FINICOM_GET_TRANSACTIONS

The FINICOM_GET_TRANSACTIONS formula fetches transaction data for one or more accounts. It supports flexible date ranges and column selection, making it powerful for financial analysis and reporting.

When multiple accounts are specified, the formula combines transactions from all accounts into a single, consolidated list. This list is then sorted by date, with the most recent transactions appearing first. This approach provides a comprehensive view of all transactions across specified accounts in chronological order.

Syntax

=FINICOM_GET_TRANSACTIONS(accountId, period, columns, includeHeaders)

Parameters

ParameterTypeRequiredDefaultDescription
accountIdstring or string[]Yes-Single account ID or array of account IDs
periodstring or numberNo"last 30 days"Time period to fetch transactions for
columnsstring[] or stringNoAll columnsArray of column names to include
includeHeadersbooleanNotrueWhether to include column headers

Available Columns

  • Transaction ID - Unique identifier for the transaction
  • Status - Current status of the transaction
  • Created At - When the transaction was created
  • Merchant - Name of the merchant
  • Description - Transaction description
  • Account ID - ID of the account
  • Amount - Transaction amount
  • Currency - Currency code
  • Institution - Name of the financial institution
  • Account - Account name
  • Category - Transaction category

Period Formats

The period parameter accepts various formats to specify the date range for transactions:

1. Number of Days

Specify number of past days:

=FINICOM_GET_TRANSACTIONS("account_id", 7)  // Last 7 days

2. Date Range

Use ISO format dates (YYYY-MM-DD):

=FINICOM_GET_TRANSACTIONS("account_id", "2025-01-01:2025-12-31")

3. Year and Month

Get transactions for specific month:

=FINICOM_GET_TRANSACTIONS("account_id", "2025-01")  // January 2025

4. Year

Get full year of transactions:

=FINICOM_GET_TRANSACTIONS("account_id", "2025")  // Full year 2025

5. Quarter

Get quarterly transactions:

=FINICOM_GET_TRANSACTIONS("account_id", "2025Q1")  // First quarter of 2025

6. Relative Time Periods

Current Periods

  • "today" - Transactions from today
  • "this week" - Current week (Sunday to Saturday)
  • "this month" - Current month
  • "this quarter" - Current quarter
  • "this year" - Current year
  • "this year-to-last-month" - Current year up to the end of last month

Previous Day/Week/Month/Year

  • "yesterday" - Previous day
  • "same day last week" - Same day one week ago
  • "same day last month" - Same day one month ago
  • "same day last year" - Same day one year ago
  • "last week" - Previous week (Sunday to Saturday)
  • "last month" - Previous month
  • "last quarter" - Previous quarter
  • "last year" - Previous year

Last N Days/Months

  • "last 7 days" - Past 7 days
  • "last 14 days" - Past 14 days
  • "last 30 days" - Past 30 days (default)
  • "last 60 days" - Past 60 days
  • "last 90 days" - Past 90 days
  • "last 3 months" - Past 3 months
  • "last 12 months" - Past 12 months

Comparative Periods

  • "last 7 days week ago" - 7 days ending a week ago
  • "last 7 days year ago" - 7 days ending a year ago
  • "last 30 days month ago" - 30 days ending a month ago
  • "last 30 days year ago" - 30 days ending a year ago
  • "last week year ago" - Week ending a year ago
  • "last month year ago" - Month ending a year ago

Examples

Basic Usage

Get last 30 days of transactions:

=FINICOM_GET_TRANSACTIONS("account_id")

Multiple Accounts

Get transactions for multiple accounts:

=FINICOM_GET_TRANSACTIONS({"account_id1", "account_id2"}, "last 7 days")

Custom Columns

Get specific transaction details:

=FINICOM_GET_TRANSACTIONS("account_id", "2025-01", {"Date", "Amount", "Merchant"})

Without Headers

Get transactions without column headers:

=FINICOM_GET_TRANSACTIONS("account_id", "last 7 days", , FALSE)

Tips

  • Transactions are sorted by date (newest first)
  • The formula returns a dynamic array that expands based on the number of transactions
  • For large date ranges, consider using multiple calls with smaller ranges
  • Column names are case-sensitive

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