--- schema_version: "1" id: 7c677e70bf33e2c8dc93fdb107671b770d4942e615905da371eb4edd9839afee title: FinancialAccountTransaction collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/fsc_sforce_api_objects_financialaccounttransaction.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/fsc_sforce_api_objects_financialaccounttransaction.htm source_site: developer.salesforce.com content_type: documentation content_hash: 63ec011185821f9165f44831d330de859a246a01baaff0fc707ee4a68c676b23 description: Represents information about the transactions associated with a financial account. This object is available in API version 61.0 and later. --- # FinancialAccountTransaction Represents information about the transactions associated with a financial account. This object is available in API version 61.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Special Access Rules This is a standard object and is available only when you turn on the Financial Account Management Standard Objects setting. ## Fields ### 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 For example, money deposited to a Checking or Savings account is of type Credit, and money withdrawn from a deposit account is of type Debit.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. ## Associated Objects 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](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.") Change events are available for the object. [FinancialAccountTransactionFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.") Feed tracking is available for the object. [FinancialAccountTransactionHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.") History is available for tracked fields of the object. [FinancialAccountTransactionOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.") Sharing rules are available for the object. [FinancialAccountTransactionShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.") Sharing is available for the object.