How to access account balances and transactions

To receive bank account data only a few subsequent API calls need to be sent to finAPI. The following article describes the API calls you need to trigger. This example is based on our swagger front-end, but the calls in your application should be very similar.

 

1. Create user

When you receive our client access tokens you first need to create a user. In finAPI a bank account always belongs to a user. How to create a user is described here.

2. Identify bank 

To import a new bank connection you first need to indentify the bank-ID. The bank-ID can be searched by bank identifier code (BLZ) or bank name. This will also be your first step in the user front-end. How to identify a bank is described here

3. Import new bank connection

The next step is to import the bank connection and to download the data from the bank. To download the bank data you need the users bank credentials (Banking User-ID and Banking-PIN). Then it's only a very simple API-Call. Find out more here.
For importing a demo account please click here.

4. Download account data and balance

When importing a new bank connection, you have created a bank connection (for the user) that holds one or several bank accounts and each bank account has transactions. You now typically want to access the list of all available bank accounts including the corresponding balances. This again is one simple API-Call described here.

5. Download account transactions 

The final step is to show the account transactions of one or more bank accounts via another API-Call. You have several filter options. Find out more here.

 
In summary, you only need five different API-Calls to see your account transactions within your application. It's that simple!

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