Envestnet

Envestnet View API

The View API from Envestnet — 11 operation(s) for view.

Documentation GitHub OpenAPI

Operations 15

POST /views Envestnet Create a view for a user #

GET /views Envestnet Fetch the details of all the views associated with a user #

POST /views/system Envestnet Create a default view for a user #

GET /views/{viewId} Envestnet Fetch the details of a specific view #

PUT /views/{viewId} Envestnet Update details of an existing view #

DELETE /views/{viewId} Envestnet Delete a specific view #

DELETE /views/{viewId}/rules Envestnet Delete the specified rules for a specific view #

PATCH /views/{viewId}/budgets Envestnet Patch the specified budget data for a specific view #

DELETE /views/{viewId}/budgets Envestnet Delete the specified budget data for a specific view #

GET /views/{viewId}/transactions Envestnet Fetch all the transactions for a specific View #

GET /views/{viewId}/peerData Envestnet Fetch all the applicable peer benchmarking data #

GET /views/{viewId}/transactionSummary Envestnet Fetch summary data for a specific View #

GET /views/{viewId}/transactionTrends Envestnet Fetch trend data for a specific View #

GET /views/recommendations Envestnet Fetch recommended Views for a user #

GET /views/{viewId}/budgetSummary Envestnet Fetch BudgetSummary for specific View #

Documentation

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Documentation

https://developer.envestnet.com/products/yodlee/account-aggregation/docs/api-reference

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Documentation

https://developer.envestnet.com/products/yodlee/account-token/docs/api-reference

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Documentation

https://developer.envestnet.com/products/yodlee/account-verification/docs

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Documentation

https://developer.envestnet.com/resources/yodlee/credit-accelerator/docs/api-reference

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Documentation

https://developer.envestnet.com/products/yodlee/insights/docs/api-reference

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Documentation

https://developer.envestnet.com/products/yodlee/personalized-views/docs/api-reference

Specifications

⚙

OpenAPI

https://raw.githubusercontent.com/api-evangelist/envestnet/refs/heads/main/openapi/envestnet-view-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Envestnet API Suite View API
  description: Views APIs enable your end users to create personalized views of their finances for any expenses, hobbies, or projects relevant to them. A view is a collection of transactions based on rules - any combination of accounts, categories, merchants, locations, transaction types, and more, that are of interest to your users. Build preconfigured views and let your users further define them with a flexible user experience. This document details the APIs offered as part of the views product.
  contact:
    email: insights@yodlee.com
  version: 1.1.0-oas3
servers:
- url: /
tags:


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