Transaction and Balance Summary API

This API furnishes the data on monthly basics and helps you get the Beginning balance, Ending balance, Daily balance, Average balance, Income source, and expenses destination.

Request Parameters

Key Parameter

Data Type

Description

user_access_token

String

token generated after successful institution connection through the widget which needs to be passed as the Bearer token in the Authorization header

from

String

Starting date Form date(format - MM-YYYY)

to

String

End date till you want a data(format - MM-YYYY)

Response parameters

Key Parameter

Data type

Description

institution_id

Integar

Institution identification number

accountId

String

Account Identification number from end-user's financial account

beginningBalance

Float

Balance on the first day of each month

avgBalance

Float

Balance at the end of each day and divides it by the number of calendar days

endingBalance

Float

Balance on the last day of each month

month

String

Return Historical Balance based on this month

year

String

Returns Historical Balance based on this year

daily_balance

Float

Balance on the each day in one month

total_income

Float

Total amount of money received in one month

credit_transaction

Float

Total inbound transaction in one month

total_expense

Float

Total amount of money sent in one month

debit_transaction

Float

Total outbound transaction in one month

top_income - source

String

Source of income received by the user

top_income - frequency

Float

Total inbound transaction received by the user from the particular source

top_income - total_amount

Float

Total amount of money received by the user from the particular source

top_expense - source

String

Destination of outbound transaction done by the user

top_expense - frequency

Float

Total outbound transaction done by the user to the particular source

top_expense - total_amount

Float

Total amount of money sent by the user to the particular source

Language
Credentials
OAuth2
Click Try It! to start a request and see the response here!