FinancialAccountTransaction

Amount

• Type: currency
• Properties: Create, Filter, Sort, Update
• Description: The transaction amount.

DebitCreditIndicator

• Type: picklist
• Properties: Create, Filter, Group, Restricted picklist, Sort, Update
• Description: Specifies whether the transaction is of type Credit or Debit. For example, money deposited to a Checking or Savings account is of type Credit, and money withdrawn from a deposit account is of type Debit.
• Possible values:
  • Credit
  • Debit

Description

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The transaction description.

FinancialAccountId

• Type: reference
• Properties: Create, Filter, Group, Sort
• Description: The financial account related to the transaction.

  This field is a relationship field.

• Relationship Name: FinancialAccount
• Relationship Type: Lookup
• Refers To: FinancialAccount

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date when a user referenced this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date when a user viewed this record.

Name

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
• Description: The name of the record.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The owner of this record.

  This field is a polymorphic relationship field.

• Relationship Name: Owner
• Relationship Type: Lookup
• Refers To: Group, User

PostedDate

• Type: dateTime
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The date when the transaction was posted to the financial account.

SourceSystemIdentifier

• Type: external lookup
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: The unique identifier of the financial account transaction in an external system.

Status

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the status of the transaction.
• Possible values:
  • Booked
  • Pending

SubType

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the sub type of the transaction.

TransactionCode

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The identifier of the transaction.

TransactionDate

• Type: dateTime
• Properties: Create, Filter, Sort, Update
• Description: The date and time of the transaction.

TransactionIdentifier

• Type: text
• Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
• Description: The identifier of the transaction.

Type

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the type of the transaction.

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

FinancialAccountTransactionChangeEvent

Change events are available for the object.

FinancialAccountTransactionFeed

Feed tracking is available for the object.

FinancialAccountTransactionHistory

History is available for tracked fields of the object.

FinancialAccountTransactionOwnerSharingRule

Sharing rules are available for the object.

FinancialAccountTransactionShare

Sharing is available for the object.