Extract Dividends

Documentation
1

Hi Everyone,

I’m struggling fo the best way to extract dividend payments. I’m trying to use Bank transactions and filtering on category but the filter doesn’t seem to work

https://api.freeagent.com/v2/bank_transactions?bank_account=828&category=https://api.freeagent.com/v2/categories/980

is there a better way of doing this? am I doing something wrong?

Thanks

2

Hi, can anyone help with this, please?

3

Hi Jason :wave:

Welcome to our forum, and thanks a lot for your patience. I’m afraid our API doesn’t have a filter that would allow you to fetch bank transactions that belong to a specific accounting category. That said, if you’re looking for the total amount in the dividend account at a specific point in time, you can obtain it by making a call to the Trial Balance endpoint for a specified date range and extracting the dividend accounts you’re interested in (with nominal code starting with 908). Would that help at all?

Best wishes,

Ewa

1 Like
4

Thanks for this Ewa, I have managed to progress with this information. Really appreciate your time and sorry for the late reply.

1 Like
5

Delighted I could help, thanks Jason! :blush: