Envestnet Transactions API

openapi: 3.2.0
info:
  title: Envestnet Aggregation APIs Account Token Transactions API
  description: 'This file describes the Yodlee Aggregation product APIs using the swagger notation that you can use to build your financial application.  You can generate the client SDK in Python, JavaScript, PHP, or any other languages according to your development needs. For more details about the APIs, refer to <a href="https://developer.envestnet.com/resources/yodlee/yodlee-api-overview/docs">Yodlee API v1.1 - Overview</a>.<br><br>You will have to set the header before making the API call. The following headers apply to all the APIs:<ul><li>Authorization: This header holds the access token</li> <li> Api-Version: 1.1</li></ul><b>Note</b>: If there are any API-specific headers, they are mentioned explicitly in the respective API''s description.'
  termsOfService: https://developer.yodlee.com/terms/condition
  contact:
    email: developer@yodlee.com
  license:
    name: Yodlee Developer License
    url: https://developer.yodlee.com/terms/condition#_Services_1
  version: 1.1.0
servers:
- url: /
tags:
- name: Transactions
  description: Transactions API
paths:
  /transactions:
    get:
      tags:
      - Transactions
      summary: Envestnet Get Transactions
      description: 'The Transaction service is used to get a list of transactions for a user.<br>By default, this service returns the last 30 days of transactions from today''s date.<br>API will only return up to 2 years of transaction history. If the difference between fromDate and toDate is more than 2 years, API will return only last 2 years from the toDate.<br>The keyword parameter performs a contains search on the original, consumer, and simple description attributes, replace the special characters #, &, and + with percent-encoding values %23, %26, and %2B respectively. Eg: for -Debit# , pass the input as -Debit%23.<br>Values for categoryId parameter can be fetched from get transaction category list service.<br> The categoryId is used to filter transactions based on system-defined category as well as user-defined category.<br>User-defined categoryIds should be provided in the filter with the prefix ''''U''''. E.g. U10002<br>The skip and top parameters are used for pagination. In the skip and top parameters pass the number of records to be skipped and retrieved, respectively. The response header provides the links to retrieve the next and previous set of transactions.<br>Double quotes in the merchant name will be prefixed by backslashes (&#92;) in the response, e.g. Toys "R" Us. <br>sourceId is a unique ID that the provider site has assigned to the transaction. The source ID is only available for the pre-populated accounts. Pre-populated accounts are the accounts that the FI customers shares with Yodlee, so that the user does not have to add or aggregate those accounts.<br><br><b>Note</b><ul><li><a href="https://developer.envestnet.com/resources/yodlee/transaction-data-enrichment/docs/overview">Transaction Data Enrichment</a> is made available for bank and card accounts. The address field in the response is available only when the Transaction Data Enrichment key is turned ON.</li><li>The pagination feature is available by default. If no values are passed in the skip and top parameters, the API will only return the first 500 transactions.</li><li>This service supports the localization feature and accepts locale as a header parameter.</li></ul>'
      operationId: getTransactions
      parameters:
      - name: accountId
        in: query
        description: Comma separated accountIds
        allowEmptyValue: false
        schema:
          type: string
      - name: baseType
        in: query
        description: DEBIT/CREDIT
        allowEmptyValue: false
        schema:
          type: string
      - name: categoryId
        in: query
        description: Comma separated categoryIds
        allowEmptyValue: false
        schema:
          type: string
      - name: categoryType
        in: query
        description: Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION)
        allowEmptyValue: false
        schema:
          type: string
      - name: container
        in: query
        description: bank/creditCard/investment/insurance/loan
        allowEmptyValue: false
        schema:
          type: string
      - name: convertToCurrency
        in: query
        description: On-demand currency conversion parameter
        allowEmptyValue: false
        schema:
          type: string
      - name: detailCategoryId
        in: query
        description: Comma separated detailCategoryIds
        allowEmptyValue: false
        schema:
          type: string
      - name: fromDate
        in: query
        description: Transaction from date(YYYY-MM-DD)
        allowEmptyValue: false
        schema:
          type: string
      - name: highLevelCategoryId
        in: query
        description: Comma separated highLevelCategoryIds
        allowEmptyValue: false
        schema:
          type: string
      - name: keyword
        in: query
        description: Transaction search text
        allowEmptyValue: false
        schema:
          type: string
      - name: skip
        in: query
        description: skip (Min 0)
        allowEmptyValue: false
        schema:
          type: integer
          format: int32
      - name: toDate
        in: query
        description: Transaction end date (YYYY-MM-DD)
        allowEmptyValue: false
        schema:
          type: string
      - name: top
        in: query
        description: top (Max 500)
        allowEmptyValue: false
        schema:
          type: integer
          format: int32
      - name: type
        in: query
        description: Transaction Type(SELL,SWEEP, etc.) for bank/creditCard/investment
        allowEmptyValue: false
        schema:
          type: string
      responses:
        200:
          description: OK
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/TransactionResponse'
        400:
          description: 'Y800 : Invalid value for baseType<br>Y800 : Invalid value for fromDate<br>Y800 : Invalid value for category<br>Y800 : Invalid value for toDate<br>Y800 : Invalid value for container<br>Y809 : Invalid date range<br>Y804 : Permitted values of top between 1 - 500<br>Y805 : Multiple containers not supported<br>Y800 : Invalid value for transaction type<br>Y824 : The maximum number of accountIds permitted is 100<br>Y824 : The maximum number of categoryIds permitted is 100<br>Y824 : The maximum number of highLevelCategoryIds permitted is 100<br>Y848 : detailCategoryId cannot be provided as input, as the detailedCategory feature is not enabled<br>Y823 : detailCategoryId is not for applicable containers other than bank and card<br>Y824 : The maximum number of detailCategoryIds permitted is 100<br>Y800 : Invalid value for detailCategoryId<br>Y800 : Invalid value for convertToCurrency<br>Y820 : The currency value is not supported for convertToCurrency<br>'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
  /transactions/count:
    get:
      tags:
      - Transactions
      summary: Envestnet Get Transactions Count
      description: The count service provides the total number of transactions for a specific user depending on the input parameters passed.<br>If you are implementing pagination for transactions, call this endpoint before calling GET /transactions to know the number of transactions that are returned for the input parameters passed.<br>The functionality of the input parameters remains the same as that of the GET /transactions endpoint.<br>
      operationId: getTransactionsCount
      parameters:
      - name: accountId
        in: query
        description: "Comma separated accountIds\t"
        allowEmptyValue: false
        schema:
          type: string
      - name: baseType
        in: query
        description: DEBIT/CREDIT
        allowEmptyValue: false
        schema:
          type: string
      - name: categoryId
        in: query
        description: Comma separated categoryIds
        allowEmptyValue: false
        schema:
          type: string
      - name: categoryType
        in: query
        description: Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION)
        allowEmptyValue: false
        schema:
          type: string
      - name: container
        in: query
        description: bank/creditCard/investment/insurance/loan
        allowEmptyValue: false
        schema:
          type: string
      - name: detailCategoryId
        in: query
        description: Comma separated detailCategoryIds
        allowEmptyValue: false
        schema:
          type: string
      - name: fromDate
        in: query
        description: Transaction from date(YYYY-MM-DD)
        allowEmptyValue: false
        schema:
          type: string
      - name: highLevelCategoryId
        in: query
        description: Comma separated highLevelCategoryIds
        allowEmptyValue: false
        schema:
          type: string
      - name: keyword
        in: query
        description: "Transaction search text\t"
        allowEmptyValue: false
        schema:
          type: string
      - name: toDate
        in: query
        description: Transaction end date (YYYY-MM-DD)
        allowEmptyValue: false
        schema:
          type: string
      - name: type
        in: query
        description: Transaction Type(SELL,SWEEP, etc.)
        allowEmptyValue: false
        schema:
          type: string
      responses:
        200:
          description: OK
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/TransactionCountResponse'
        400:
          description: 'Y800 : Invalid value for detailCategoryId<br>Y848 : detailCategoryId cannot be provided as input, as the detailedCategory feature is not enabled<br>Y823 : detailCategoryId is not applicable for containers other than bank and card<br>Y824 : The maximum number of detailCategoryIds permitted is 100<br>'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
  /transactions/categories/txnRules:
    get:
      tags:
      - Transactions
      summary: Envestnet Get Transaction Categorization Rules
      description: The get transaction categorization rule service is used to get all the categorization rules.<br>
      operationId: getTransactionCategorizationRules
      responses:
        200:
          description: OK
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/TransactionCategorizationRuleResponse'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
  /transactions/categories/{categoryId}:
    delete:
      tags:
      - Transactions
      summary: Envestnet Delete Category
      description: The delete transaction categories service is used to delete the given user-defined category.<br>The HTTP response code is 204 (Success without content).<br>
      operationId: deleteTransactionCategory
      parameters:
      - name: categoryId
        in: path
        description: categoryId
        required: true
        schema:
          type: integer
          format: int64
      responses:
        204:
          description: Deleted Successfully
          content: {}
        400:
          description: 'Y800 : Invalid value for categoryId'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
  /transactions/categories/rules/{ruleId}:
    put:
      tags:
      - Transactions
      summary: Envestnet Update Transaction Categorization Rule
      description: The update transaction categorization rule service is used to update a categorization rule for both system-defined category as well as user-defined category.<br>ruleParam JSON input should be as explained in the create transaction categorization rule service.<br>The HTTP response code is 204 (Success without content).<br>
      operationId: updateTransactionCategorizationRule
      parameters:
      - name: ruleId
        in: path
        description: ruleId
        required: true
        schema:
          type: integer
          format: int64
      requestBody:
        description: transactionCategoriesRuleRequest
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/TransactionCategorizationRuleRequest'
        required: true
      responses:
        204:
          description: Updated Successfully
          content: {}
        400:
          description: 'Y800 : Invalid value for ruleId<br>Y806 : Invalid input'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
    post:
      tags:
      - Transactions
      summary: Envestnet Run Transaction Categorization Rule
      description: The run transaction categorization rule service is used to run a rule on transactions, to categorize the transactions.<br>The HTTP response code is 204 (Success with no content).<br>
      operationId: runTransactionCategorizationRule
      parameters:
      - name: action
        in: query
        required: true
        schema:
          type: string
          default: run
          enum:
          - run
      - name: ruleId
        in: path
        description: Unique id of the categorization rule
        required: true
        schema:
          type: integer
          format: int64
      responses:
        204:
          description: Run Successfully
          content: {}
        400:
          description: 'Y800 : Invalid value for ruleId<br>Y400 : Categorization already in progress'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
    delete:
      tags:
      - Transactions
      summary: Envestnet Delete Transaction Categorization Rule
      description: The delete transaction categorization rule service is used to delete the given user-defined transaction categorization rule for both system-defined category as well as user-defined category.<br>This will delete all the corresponding rule clauses associated with the rule.<br>The HTTP response code is 204 (Success without content).<br>
      operationId: deleteTransactionCategorizationRule
      parameters:
      - name: ruleId
        in: path
        description: ruleId
        required: true
        schema:
          type: integer
          format: int64
      responses:
        204:
          description: Deleted Successfully
          content: {}
        400:
          description: 'Y800 : Invalid value for ruleId'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
  /transactions/categories:
    get:
      tags:
      - Transactions
      summary: Envestnet Get Transaction Category List
      description: The categories service returns the list of available transaction categories.<br>High level category is returned in the response only if it is opted by the customer.<br>When invoked by passing the cobrand session or admin access token, this service returns the supported transaction categories at the cobrand level. <br>When invoked by passing the cobrand session and the user session or user access token, this service returns the transaction categories <br>along with user-defined categories.<br>Double quotes in the user-defined category name will be prefixed by backslashes (&#92;) in the response, <br>e.g. Toys "R" Us.<br/>Source and id are the primary attributes of the category entity.<br><br><b>Note:</b><li>This service supports the localization feature and accepts locale as a header parameter.</li>
      operationId: getTransactionCategories
      responses:
        200:
          description: OK
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/TransactionCategoryResponse'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
    put:
      tags:
      - Transactions
      summary: Envestnet Update Category
      description: The update transaction categories service is used to update the transaction category name<br>for a high level category, a system-defined category and a user-defined category.<br>The renamed category can be set back to the original name by passing an empty string for categoryName.<br>The categoryName can accept minimum of 1, maximum of 50 alphanumeric or special characters.<br>The HTTP response code is 204 (Success without content).<br>
      operationId: updateTransactionCategory
      requestBody:
        description: updateCategoryRequest
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateCategoryRequest'
        required: true
      responses:
        204:
          description: Updated Successfully
          content: {}
        400:
          description: 'Y800 : Invalid value for categoryParam<br>Y800 : Invalid value for source<br>Y801 : Invalid length for categoryName. Min 1 and max 50 is required<br>Y803 : id required<br>Y811 : categoryName value already exists'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
    post:
      tags:
      - Transactions
      summary: Envestnet Create Category
      description: The create transaction categories service is used to create user-defined categories for a system-defined category.<br>The parentCategoryId is the system-defined category id.This can be retrieved using get transaction categories service.<br>The categoryName can accept minimum of 1, maximum of 50 alphanumeric or special characters.<br>The HTTP response code is 201 (Created successfully).<br>
      operationId: createTransactionCategory
      requestBody:
        description: User Transaction Category in JSON format
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/TransactionCategoryRequest'
        required: true
      responses:
        201:
          description: Created Successfully
          content: {}
        400:
          description: 'Y800 : Invalid value for categoryParam<br>Y800 : Invalid value for source<br>Y801 : Invalid length for categoryName. Min 1 and max 50 is required<br>Y803 : parentCategoryId required<br>Y811 : categoryName value already exists'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
  /transactions/categories/rules:
    get:
      tags:
      - Transactions
      summary: Envestnet Get Transaction Categorization Rules
      description: The get transaction categorization rule service is used to get all the categorization rules.<br>
      operationId: getTransactionCategorizationRulesDeprecated
      responses:
        200:
          description: OK
          content:
            application/json;charset=UTF-8:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/TransactionCategorizationRule'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: true
    post:
      tags:
      - Transactions
      summary: Envestnet Create or Run Transaction Categorization Rule
      description: 'The Create or Run Transaction Categorization Rule endpoint is used to: <br>Create transaction categorization rules for both system and user-defined categories.<br>Run all the transaction categorization rules to categorize transactions by calling the endpoint with action=run as the query parameter. <br><br>The input body parameters to create transaction categorization rules follow:<br>     categoryId - This field is mandatory and numeric<br>     priority - This field is optional and numeric. Priority decides the order in which the rule gets applied on transactions.<br>     ruleClause - This field is mandatory and should contain at least one rule<br>     field - The value can be description or amount<br><br>       If the field value is description then,<br>         1. operation - value can be stringEquals or stringContains<br>         2. value - value should be min of 3 and max of 50 characters<br><br>       If the field value is amount then, <br>         1. operation - value can be numberEquals, numberLessThan, numberLessThanEquals, numberGreaterThan or numberGreaterThanEquals<br>         2. value - min value 0 and a max value of 99999999999.99 is allowed<br>The HTTP response code is 201 (Created Successfully).'
      operationId: createOrRunTransactionCategorizationRules
      parameters:
      - name: action
        in: query
        description: To run rules, pass action=run. Only value run is supported
        allowEmptyValue: false
        schema:
          type: string
      - name: ruleParam
        in: query
        description: rules(JSON format) to categorize the transactions
        allowEmptyValue: false
        schema:
          type: string
      responses:
        201:
          description: Created Successfully
          content: {}
        204:
          description: No Content
          content: {}
        400:
          description: 'Y806 : Invalid input<br>Y400 : Rule already exists. Rule should be unique in terms of combination of description and amount'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
  /transactions/{transactionId}:
    put:
      tags:
      - Transactions
      summary: Envestnet Update Transaction
      description: The update transaction service is used to update the category,consumer description, memo, isPhysical, merchantType, detailCategory for a transaction.<br>The HTTP response code is 204 (Success without content).<br>
      operationId: updateTransaction
      parameters:
      - name: transactionId
        in: path
        description: transactionId
        required: true
        schema:
          type: integer
          format: int64
      requestBody:
        description: transactionRequest
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/TransactionRequest'
        required: true
      responses:
        204:
          description: Updated Successfully
          content: {}
        400:
          description: 'Y812 : Required field -container missing in the transactionParam parameter input<br>Y800 : Invalid value for transactionId<br>Y800 : Invalid value for merchantType<br>Y800 : Invalid value for detailCategoryId<br>Y800 : Invalid value for categoryId<br>Y868 : No action is allowed, as the data is being migrated to the Open Banking provider<br>'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
components:
  schemas:
    YodleeError:
      title: YodleeError
      type: object
      properties:
        errorMessage:
          type: string
          description: The descriptive message that explains the error scenario.
          readOnly: true
        errorCode:
          type: string
          description: The error code follows the format YNNN. The error codes do not change. New error codes may be added as we introduce new features and enhance functionalities.
          readOnly: true
        referenceCode:
          type: string
          description: Unique Yodlee identifier used to troubleshoot issues at Yodlee's end.
          readOnly: true
    Transaction:
      title: Transaction
      type: object
      properties:
        date:
          type: string
          description: 'The value provided will be either postDate or transactionDate. postDate takes higher priority than transactionDate, except for the investment container as only transactionDate is available. The availability of postDate or transactionDate depends on the provider site.<br><br><b>Applicable containers</b>: bank,creditCard,investment,insurance,loan<br>'
          readOnly: true
        sourceId:
          type: string
          description: A unique ID that the provider site has assigned to the transaction. The source ID is only available for the pre-populated accounts.<br>Pre-populated accounts are the accounts that the FI customers shares with Yodlee, so that the user does not have to add or aggregate those accounts.
          readOnly: true
        symbol:
          type: string
          description: 'The symbol of the security being traded.<br><b>Note</b>: The settle date field applies only to trade-related transactions. <br><br><b>Applicable containers</b>: investment<br>'
          readOnly: true
        cusipNumber:
          type: string
          description: 'The CUSIP (Committee on Uniform Securities Identification Procedures) identifies the financial instruments in the United States and Canada.<br><b><br><b>Note</b></b>: The CUSIP number field applies only to trade related transactions.<br><br><b>Applicable containers</b>: investment<br>'
          readOnly: true
        highLevelCategoryId:
          type: integer
          description: 'The high level category assigned to the transaction. The supported values are provided by the GET transactions/categories. <br><br><b>Applicable containers</b>: bank,creditCard,investment,insurance,loan<br>'
          format: int64
          readOnly: true
        detailCategoryId:
          type: integer
          description: 'The id of the detail category that is assigned to the transaction. The supported values are provided by GET transactions/categories.<br><br><b>Applicable containers</b>: bank,creditCard<br>'
          format: int64
          readOnly: true
        description:
          $ref: '#/components/schemas/Description'
        memo:
          type: string
          description: 'Additional notes provided by the user for a particular  transaction through application or API services. <br><br><b>Applicable containers</b>: bank,creditCard,investment,insurance,loan<br>'
          readOnly: true
        settleDate:
          type: string
          description: 'It is the date on which the transaction is finalized, that is, the date the ownership of the security is transferred to the buyer. The settlement date is usually few days after the transaction date.<br><br><b>Applicable containers</b>: investment<br>'
          readOnly: true
        type:
          type: string
          description: 'The nature of the transaction, i.e., deposit, refund, payment, etc.<br><b>Note</b>: The transaction type field is available only for the United States, Canada, United Kingdom, New Zealand and India based provider sites. <br><br><b>Applicable containers</b>: bank,creditCard,investment<br>'
          readOnly: true
        intermediary:
          type: array
          description: 'The intermediary of the transaction.<br><br><b>Applicable containers</b>:  bank,creditCard,investment,loan<br>'
          readOnly: true
          items:
            type: string
        baseType:
          type: string
          description: 'Indicates if the transaction appears as a debit or a credit transaction in the account. <br><br><b>Applicable containers</b>: bank,creditCard,investment,insurance,loan<br><b>Applicable Values</b><br>'
          readOnly: true
          enum:
          - CREDIT
          - DEBIT
        categorySource:
          type: string
          description: 'Indicates the source of the category, i.e., categories derived by the system or assigned/provided by the consumer. This is the source field of the transaction category resource. The supported values are provided by the GET transactions/categories.<br><br><b>Applicable containers</b>: bank,creditCard,investment,insurance,loan<br><b>Applicable Values</b><br>'
          readOnly: true
          enum:
          - SYSTEM
          - USER
        principal:
          $ref: '#/components/schemas/Money'
        lastUpdated:
          type: string
          readOnly: true
        interest:
          $ref: '#/components/schemas/Money'
        price:
          $ref: '#/components/schemas/Money'
        commission:
          $ref: '#/components/schemas/Money'
        id:
          type: integer
          description: 'An unique identifier for the transaction. The combination of the id and account container are unique in the system. <br><br><b>Applicable containers</b>: bank,creditCard,investment,insurance,loan<br>'
          format: int64
          readOnly: true
        merchantType:
          type: string
          description: 'Indicates the merchantType of the transaction.e.g:-BILLERS,SUBSCRIPTION,OTHERS <br><br><b>Applicable containers</b>: bank,creditCard,investment,loan<br>'
          readOnly: true
        amount:
          $ref: '#/components/schemas/Money'
        checkNumber:
          type: string
          description: 'The checkNumber of the transaction.<br><br><b>Applicable containers</b>: bank<br>'
          readOnly: true
        isPhysical:
          type: boolean
          description: 'Indicates if the transaction is happened online or in-store. <br><br><b>Applicable containers</b>: bank,creditCard,investment,loan<br>'
          readOnly: true
        quantity:
          type: number
          description: 'The quantity associated with the transaction.<br><b>Note</b>: The quantity field applies only to trade-related transactions.<br><br><b>Applicable containers</b>: investment<br>'
          format: double
          readOnly: true
        valoren:
          type: string
          description: 'It is an identification number that is assigned to financial instruments such as stocks and bonds trading in Switzerland.<br><br><b>Applicable containers</b>: investment<br>'
          readOnly: true
        isManual:
          type: boolean
          description: 'Indicates if the transaction is aggregated from the FI site or the consumer has manually created the transaction using the application or an API. <br><br><b>Applicable containers</b>: bank,creditCard,investment,insurance,loan<br>'
          readOnly: true
        merchant:
          $ref: '#/components/schemas/Merchant'
        sedol:
          type: string
          description: 'SEDOL stands for Stock Exchange Dail

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# Full source: https://raw.githubusercontent.com/api-evangelist/envestnet/refs/heads/main/openapi/envestnet-transactions-api-openapi.yml