This page is for version 2022-09-01.
For other versions, use one of these documentation indexes:
- 2026-09-29 (default): https://docs.withpersona.com/2026-09-29/llms.txt
- 2025-12-08: https://docs.withpersona.com/2025-12-08/llms.txt
- 2025-10-27: https://docs.withpersona.com/2025-10-27/llms.txt
- 2023-01-05: https://docs.withpersona.com/2023-01-05/llms.txt
- 2022-09-01: https://docs.withpersona.com/2022-09-01/llms.txt
- 2021-07-05: https://docs.withpersona.com/2021-07-05/llms.txt
- 2021-05-14: https://docs.withpersona.com/2021-05-14/llms.txt
- 2020-05-18: https://docs.withpersona.com/2020-05-18/llms.txt
Transactions represent significant interactions or events (e.g. user onboarding, loan application journey, etc). They enable flexible modeling via custom field schemas and custom statuses and sit alongside Accounts as foundational objects within Persona. Whereas the Account represents a user or entity, the Transaction captures some event associated with that user/entity.
