Skip to content
DemoThis is a demo with test data. Nothing is real money.Test credentials

Transactions

How to try it

Searchable transaction history synced with Plaid /transactions/sync, with categories and pending status.

How to test

  1. Connect a bank on Connect a bank. For a richer, changing history use username user_transactions_dynamic (any password).
  2. Transactions arrive shortly after linking (a background sync is queued). If the list is empty, click Refresh on My bank accounts.
  3. Type a merchant (for example Uber or coffee) in the search box.
  4. Add your own transactions in Sandbox Toolkit → Add transactions (needs a user_transactions_dynamic connection), then refresh.

This local demo can’t receive Plaid webhooks, so new transactions appear when you refresh rather than automatically.

Shortcode used on this page: [bankbridge_transactions per_page="25"]. See Shortcodes & blocks. per_page accepts 5 to 100.

More to try