---
schema_version: "1"
id: 3fef42f3e61f81f20a44c4ac333473b3ef85c3e302d12b74a087171677377b3f
title: FinServ_FinancialAccountTransaction__c
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/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/sforce_api_objects_financialaccounttransaction.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 746a4bfa41ad6a6f20d5fe70d963e3b2728760c91f94c84be595eaaa05116c4d
description: Represents information about a single financial account transaction.
---
# FinServ\_FinancialAccountTransaction\_\_c

Represents information about a single financial account transaction.

## Supported Calls

create(), delete(), describeLayout(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

## Fields

### AllocatedEscrowPayment\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The amount of the payment that's allocated towards escrow.

### AllocatedFeeAmount\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The amount of the payment that's allocated towards fees.

### AllocatedInterestAmount\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The amount of the payment that's allocated towards the interest.

### AllocatedPrincipalAmount\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The amount of the payment that's allocated towards the principal.

### Amount\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Sort, Update
- **Description**: Amount of the transaction.

### BillingStatement\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Billing statement record associated with the account.

### CardAccountID\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Card number linked to the transaction.

### Claim\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The claim associated with the financial account transaction.

### Description\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Description of the transaction.

### DisputeReason\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- **Description**: Reason for the dispute.
- **Possible values**:
    - Duplicate Transactions
    - Others
    - Suspected Fraud
    - Transaction not recognized

### EscrowBalance\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The balance on the escrow amount of the financial account.

### FinancialAccount\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Financial account to which the transaction pertains.

### InsurancePolicy\_\_c

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The insurance policy associated with the financial account transaction.

### MerchantCategoryCode\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Merchant category code.

### PostDate\_\_c

- **Type**: dateTime
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Date the transaction posted to the account.

### PrincipalBalance\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The balance on the principal amount of the financial account.

### RunningBalance\_\_c

- **Type**: currency
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: Running balance for the transaction.

### SourceSystemId\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update
- **Description**: Record ID from an external data source.

### SourceTransactionType\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Source transaction type from an external data source.

### TransactionDate\_\_c

- **Type**: dateTime
- **Properties**: Create, Filter, Sort, Update
- **Description**: Date of the transaction.

### TransactionId\_\_c

- **Type**: string
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: ID that uniquely identifies the transaction in an external data source.

### TransactionStatus\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Restricted picklist, Nillable, Sort, Update
- **Description**: Status of the transaction.
    - Pending
    - Posted

### TransactionType\_\_c

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: Type of transaction.
    - Credit
    - Debit