@get-asset/react

Accounts List

Styled table of a business's connected accounts, grouped into collapsible institution rows. Each account row shows its name and masked number, a status dot (synced time / Disconnected / Paused), how many statements are outstanding on it, and its net balance; institution rows roll up the group's status and balance. Opening a row leads into the statements being asked for and then a review of the transactions posted since the account last balanced. Each disconnected row's Reconnect action opens Plaid Link via the Asset API and refetches the list on success. To let users add new accounts, pair this with AssetAccountsConnect.

Preview

Loading preview…

Required scopes

The access token used by AssetProvider must include these scopes for this primitive to fetch data successfully:

  • external_account:read
  • request:read
  • transaction:read
  • transaction:delete
  • document:read
  • document:create
  • plaid:create

API reference

Root props

PropTypeDefaultDescription
onConnected(institutions, account) => voidCalled after a successful Plaid connection (new account or reconnect). The list refetches automatically; use this for side effects (toasts, analytics).
onError(error) => voidCalled if creating the link token or finalising the connection fails.
onReconnect(account) => voidOverride the built-in Plaid reconnect with your own flow. When set, the Reconnect button calls this instead.
institutionName(account) => string | nullOverride how accounts are grouped into institutions. Defaults to the account's institution_name (falling back to metadata_).
source / type / statusExternalAccount* filtersFilter the fetched accounts. Passed to the API.
accountsExternalAccountPublic[]Override fetched data. Skips the API call.
state"loading" | "error" | "empty"Force a specific state for testing.
tasks / documents / transactionsoverride arraysOverride the fetched statement requests, statement documents and review transactions. Skips those API calls.
defaultScreen / defaultAccountId / onScreenChange / reviewStatesee AccountsListOpen straight onto a screen, mirror screen changes in your own chrome, and force the review's state for testing.
onTransactionRemove / onTransactionUpdatereview callbacksCalled after a transaction is deleted, and when one is corrected. Corrections to amount / date / description have no endpoint behind them, so persist them from this callback.
classNamestringForwarded to the table's wrapper element.

States

Loading

Loading preview…

Success

Loading preview…

EmptyNo accounts connected.

Loading preview…

Error

Loading preview…