Lean Technologies Expenses API
The Expenses API from Lean Technologies — 1 operation(s) for expenses.
The Expenses API from Lean Technologies — 1 operation(s) for expenses.
openapi: 3.1.0
info:
title: Consents Account On File Account Controls (New) Account Controls (New) Expenses API
version: v0.2.3
servers:
- url: https://sandbox.leantech.me
description: Sandbox
- url: https://api2.leantech.me
description: Production
security:
- bearerAuth: []
tags:
- name: Expenses
x-displayName: Expenses
paths:
/insights/v2/expenses:
servers: []
get:
operationId: getExpenses
summary: Get Expenses
description: Provides insights on the expenses (outflows) from a bank account.
parameters:
- name: entity_id
in: query
description: The `entity_id` you're querying for.
required: true
schema:
type: string
format: uuid
- name: async
in: query
description: 'When true the API will return a results_id which can be fetched from the /data/v2/results endpoint when ready. Note: it''''s recommended to use the sync flow (async=false) for all requests by adapting the data workflow for connected entities.'
required: false
schema:
type: boolean
default: true
deprecated: true
- name: start_date
in: query
description: The start date in UTC (in the format YYYY-MM-DD) you want to query expenses for.
required: false
schema:
type: string
format: date
x-field-extra-annotation: '@jakarta.validation.constraints.PastOrPresent'
- name: expense_type
in: query
required: false
schema:
$ref: '#/components/schemas/ExpenseType'
responses:
'200':
description: OK
content:
application/json:
schema:
allOf:
- properties:
insights:
$ref: '#/components/schemas/Expenses'
type:
$ref: '#/components/schemas/InsightsResultType'
type: object
examples:
Get_Expenses_UAE_2:
summary: Successful get expenses insights - UAE
value:
status: OK
results_id: d982e1fd-aaf0-41fe-9f11-a4f67f4dc918
message: Data successfully retrieved
timestamp: '2026-01-08T12:07:48Z'
type: expenses
insights:
currency: AED
total:
count: 142
amount: 45650.75
first_date_time: '2025-07-01T08:15:00Z'
last_date_time: '2025-12-28T19:45:00Z'
average_monthly_count: 23.67
average_monthly_amount: 7608.46
minimum_monthly_amount:
month: 8
year: 2025
amount: 6850.25
maximum_monthly_amount:
month: 11
year: 2025
amount: 8950.5
breakdown:
- by: category
breakdowns:
- category: GROCERIES
count: 38
amount: 12450
fraction_of_total_expenses: 0.2727
- category: RENT_AND_SERVICES
count: 6
amount: 12000
fraction_of_total_expenses: 0.2629
- category: TRANSPORT
count: 24
amount: 4850.75
fraction_of_total_expenses: 0.1063
- category: RESTAURANTS_DINING
count: 18
amount: 4250
fraction_of_total_expenses: 0.0931
- category: RETAIL
count: 22
amount: 3800
fraction_of_total_expenses: 0.0833
- category: HEALTH_AND_WELLBEING
count: 8
amount: 2500
fraction_of_total_expenses: 0.0548
- category: EDUCATION
count: 4
amount: 2000
fraction_of_total_expenses: 0.0438
- category: ENTERTAINMENT
count: 12
amount: 1800
fraction_of_total_expenses: 0.0394
- category: BANK_FEES_AND_CHARGES
count: 6
amount: 450
fraction_of_total_expenses: 0.0099
- category: CHARITY
count: 2
amount: 500
fraction_of_total_expenses: 0.011
- category: OTHER
count: 2
amount: 250
fraction_of_total_expenses: 0.0055
monthly_totals:
- month: 7
year: 2025
amount: 7200
count: 20
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: GROCERIES
count: 6
amount: 2100
fraction_of_total_expenses: 0.2917
- category: RENT_AND_SERVICES
count: 1
amount: 2000
fraction_of_total_expenses: 0.2778
- category: TRANSPORT
count: 4
amount: 850
fraction_of_total_expenses: 0.1181
- category: RESTAURANTS_DINING
count: 3
amount: 750
fraction_of_total_expenses: 0.1042
- category: RETAIL
count: 4
amount: 650
fraction_of_total_expenses: 0.0903
- category: HEALTH_AND_WELLBEING
count: 1
amount: 400
fraction_of_total_expenses: 0.0556
- category: ENTERTAINMENT
count: 1
amount: 650
fraction_of_total_expenses: 0.0903
- month: 8
year: 2025
amount: 6850.25
count: 18
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: GROCERIES
count: 5
amount: 1950
fraction_of_total_expenses: 0.2845
- category: RENT_AND_SERVICES
count: 1
amount: 2000
fraction_of_total_expenses: 0.2918
- category: TRANSPORT
count: 3
amount: 750.25
fraction_of_total_expenses: 0.1095
- category: RESTAURANTS_DINING
count: 3
amount: 650
fraction_of_total_expenses: 0.0949
- category: RETAIL
count: 3
amount: 600
fraction_of_total_expenses: 0.0876
- category: HEALTH_AND_WELLBEING
count: 1
amount: 400
fraction_of_total_expenses: 0.0584
- category: ENTERTAINMENT
count: 2
amount: 500
fraction_of_total_expenses: 0.073
- month: 9
year: 2025
amount: 7850.5
count: 25
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: GROCERIES
count: 7
amount: 2200
fraction_of_total_expenses: 0.2803
- category: RENT_AND_SERVICES
count: 1
amount: 2000
fraction_of_total_expenses: 0.2548
- category: TRANSPORT
count: 5
amount: 950.5
fraction_of_total_expenses: 0.1211
- category: RESTAURANTS_DINING
count: 4
amount: 900
fraction_of_total_expenses: 0.1146
- category: RETAIL
count: 4
amount: 700
fraction_of_total_expenses: 0.0892
- category: HEALTH_AND_WELLBEING
count: 2
amount: 500
fraction_of_total_expenses: 0.0637
- category: EDUCATION
count: 1
amount: 500
fraction_of_total_expenses: 0.0637
- category: ENTERTAINMENT
count: 1
amount: 100
fraction_of_total_expenses: 0.0127
- month: 10
year: 2025
amount: 8200
count: 26
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: GROCERIES
count: 7
amount: 2300
fraction_of_total_expenses: 0.2805
- category: RENT_AND_SERVICES
count: 1
amount: 2000
fraction_of_total_expenses: 0.2439
- category: TRANSPORT
count: 5
amount: 1000
fraction_of_total_expenses: 0.122
- category: RESTAURANTS_DINING
count: 4
amount: 950
fraction_of_total_expenses: 0.1159
- category: RETAIL
count: 5
amount: 850
fraction_of_total_expenses: 0.1037
- category: HEALTH_AND_WELLBEING
count: 2
amount: 500
fraction_of_total_expenses: 0.061
- category: EDUCATION
count: 1
amount: 500
fraction_of_total_expenses: 0.061
- category: ENTERTAINMENT
count: 1
amount: 150
fraction_of_total_expenses: 0.0183
- month: 11
year: 2025
amount: 8950.5
count: 28
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: GROCERIES
count: 7
amount: 2400
fraction_of_total_expenses: 0.2682
- category: RENT_AND_SERVICES
count: 1
amount: 2000
fraction_of_total_expenses: 0.2235
- category: TRANSPORT
count: 4
amount: 850.5
fraction_of_total_expenses: 0.095
- category: RESTAURANTS_DINING
count: 2
amount: 600
fraction_of_total_expenses: 0.067
- category: RETAIL
count: 4
amount: 800
fraction_of_total_expenses: 0.0894
- category: HEALTH_AND_WELLBEING
count: 1
amount: 400
fraction_of_total_expenses: 0.0447
- category: EDUCATION
count: 1
amount: 500
fraction_of_total_expenses: 0.0559
- category: ENTERTAINMENT
count: 4
amount: 800
fraction_of_total_expenses: 0.0894
- category: CHARITY
count: 1
amount: 300
fraction_of_total_expenses: 0.0335
- category: BANK_FEES_AND_CHARGES
count: 3
amount: 200
fraction_of_total_expenses: 0.0223
- month: 12
year: 2025
amount: 8500
count: 25
is_month_complete: false
breakdown:
- by: category
breakdowns:
- category: GROCERIES
count: 6
amount: 1800
fraction_of_total_expenses: 0.2118
- category: RENT_AND_SERVICES
count: 1
amount: 2000
fraction_of_total_expenses: 0.2353
- category: TRANSPORT
count: 3
amount: 450
fraction_of_total_expenses: 0.0529
- category: RESTAURANTS_DINING
count: 2
amount: 400
fraction_of_total_expenses: 0.0471
- category: RETAIL
count: 2
amount: 200
fraction_of_total_expenses: 0.0235
- category: HEALTH_AND_WELLBEING
count: 1
amount: 300
fraction_of_total_expenses: 0.0353
- category: EDUCATION
count: 1
amount: 500
fraction_of_total_expenses: 0.0588
- category: ENTERTAINMENT
count: 3
amount: 500
fraction_of_total_expenses: 0.0588
- category: CHARITY
count: 1
amount: 200
fraction_of_total_expenses: 0.0235
- category: BANK_FEES_AND_CHARGES
count: 3
amount: 150
fraction_of_total_expenses: 0.0176
- category: OTHER
count: 2
amount: 250
fraction_of_total_expenses: 0.0294
Get_Expenses_UAE:
summary: Successful get expenses insights - UAE
value:
status: OK
results_id: d982e1fd-aaf0-41fe-9f11-a4f67f4dc918
message: Data successfully retrieved
timestamp: '2026-01-08T12:07:48Z'
type: expenses
insights:
currency: AED
total:
count: 168
amount: 67850.25
first_date_time: '2025-07-01T09:00:00Z'
last_date_time: '2025-12-29T20:30:00Z'
average_monthly_count: 28
average_monthly_amount: 11308.38
minimum_monthly_amount:
month: 8
year: 2025
amount: 9850
maximum_monthly_amount:
month: 11
year: 2025
amount: 12850.75
breakdown:
- by: category
breakdowns:
- category: RENT_AND_SERVICES
count: 6
amount: 18000
fraction_of_total_expenses: 0.2653
- category: GROCERIES
count: 42
amount: 15200
fraction_of_total_expenses: 0.2241
- category: TRANSPORT
count: 28
amount: 7200.25
fraction_of_total_expenses: 0.1061
- category: RESTAURANTS_DINING
count: 24
amount: 6800
fraction_of_total_expenses: 0.1002
- category: RETAIL
count: 26
amount: 6200
fraction_of_total_expenses: 0.0914
- category: HEALTH_AND_WELLBEING
count: 10
amount: 3800
fraction_of_total_expenses: 0.056
- category: ENTERTAINMENT
count: 16
amount: 3200
fraction_of_total_expenses: 0.0472
- category: EDUCATION
count: 6
amount: 3000
fraction_of_total_expenses: 0.0442
- category: TRAVEL
count: 4
amount: 2500
fraction_of_total_expenses: 0.0369
- category: BANK_FEES_AND_CHARGES
count: 4
amount: 750
fraction_of_total_expenses: 0.0111
- category: OTHER
count: 2
amount: 200
fraction_of_total_expenses: 0.0029
monthly_totals:
- month: 7
year: 2025
amount: 10500
count: 24
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: RENT_AND_SERVICES
count: 1
amount: 3000
fraction_of_total_expenses: 0.2857
- category: GROCERIES
count: 7
amount: 2500
fraction_of_total_expenses: 0.2381
- category: TRANSPORT
count: 4
amount: 1200
fraction_of_total_expenses: 0.1143
- category: RESTAURANTS_DINING
count: 4
amount: 1100
fraction_of_total_expenses: 0.1048
- category: RETAIL
count: 4
amount: 900
fraction_of_total_expenses: 0.0857
- category: HEALTH_AND_WELLBEING
count: 2
amount: 600
fraction_of_total_expenses: 0.0571
- category: ENTERTAINMENT
count: 2
amount: 200
fraction_of_total_expenses: 0.019
- month: 8
year: 2025
amount: 9850
count: 22
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: RENT_AND_SERVICES
count: 1
amount: 3000
fraction_of_total_expenses: 0.3046
- category: GROCERIES
count: 6
amount: 2200
fraction_of_total_expenses: 0.2234
- category: TRANSPORT
count: 3
amount: 950
fraction_of_total_expenses: 0.0964
- category: RESTAURANTS_DINING
count: 3
amount: 900
fraction_of_total_expenses: 0.0914
- category: RETAIL
count: 4
amount: 800
fraction_of_total_expenses: 0.0812
- category: HEALTH_AND_WELLBEING
count: 2
amount: 500
fraction_of_total_expenses: 0.0508
- category: ENTERTAINMENT
count: 2
amount: 300
fraction_of_total_expenses: 0.0305
- category: BANK_FEES_AND_CHARGES
count: 1
amount: 200
fraction_of_total_expenses: 0.0203
- month: 9
year: 2025
amount: 11200
count: 28
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: RENT_AND_SERVICES
count: 1
amount: 3000
fraction_of_total_expenses: 0.2679
- category: GROCERIES
count: 7
amount: 2600
fraction_of_total_expenses: 0.2321
- category: TRANSPORT
count: 5
amount: 1250
fraction_of_total_expenses: 0.1116
- category: RESTAURANTS_DINING
count: 4
amount: 1200
fraction_of_total_expenses: 0.1071
- category: RETAIL
count: 5
amount: 1100
fraction_of_total_expenses: 0.0982
- category: HEALTH_AND_WELLBEING
count: 2
amount: 650
fraction_of_total_expenses: 0.058
- category: ENTERTAINMENT
count: 2
amount: 400
fraction_of_total_expenses: 0.0357
- category: EDUCATION
count: 1
amount: 500
fraction_of_total_expenses: 0.0446
- category: TRAVEL
count: 1
amount: 500
fraction_of_total_expenses: 0.0446
- month: 10
year: 2025
amount: 11500.5
count: 30
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: RENT_AND_SERVICES
count: 1
amount: 3000
fraction_of_total_expenses: 0.2609
- category: GROCERIES
count: 8
amount: 2700
fraction_of_total_expenses: 0.2348
- category: TRANSPORT
count: 5
amount: 1300.5
fraction_of_total_expenses: 0.1131
- category: RESTAURANTS_DINING
count: 5
amount: 1300
fraction_of_total_expenses: 0.113
- category: RETAIL
count: 5
amount: 1200
fraction_of_total_expenses: 0.1043
- category: HEALTH_AND_WELLBEING
count: 2
amount: 700
fraction_of_total_expenses: 0.0609
- category: ENTERTAINMENT
count: 3
amount: 600
fraction_of_total_expenses: 0.0522
- category: EDUCATION
count: 1
amount: 500
fraction_of_total_expenses: 0.0435
- category: TRAVEL
count: 1
amount: 200
fraction_of_total_expenses: 0.0174
- month: 11
year: 2025
amount: 12850.75
count: 32
is_month_complete: true
breakdown:
- by: category
breakdowns:
- category: RENT_AND_SERVICES
count: 1
amount: 3000
fraction_of_total_expenses: 0.2335
- category: GROCERIES
count: 7
amount: 2800
fraction_of_total_expenses: 0.2179
- category: TRANSPORT
count: 5
amount: 1400.75
fraction_of_total_expenses: 0.109
- category: RESTAURANTS_DINING
count: 4
amount: 1200
fraction_of_total_expenses: 0.0934
- category: RETAIL
count: 4
amount: 1100
fraction_of_total_expenses: 0.0856
- category: HEALTH_AND_WELLBEING
count: 1
amount: 500
fraction_of_total_expenses: 0.0389
- category: ENTERTAINMENT
count: 4
amount: 1000
fraction_of_total_expenses: 0.0778
- category: EDUCATION
count: 2
amount: 1000
fraction_of_total_expenses: 0.0778
- category: TRAVEL
count: 2
amount: 1500
fraction_of_total_expenses: 0.1167
- category: BANK_FEES_AND_CHARGES
count: 1
amount: 150
fraction_of_total_expenses: 0.0117
- month: 12
year: 2025
amount: 11950
count: 32
is_month_complete: false
breakdown:
- by: category
breakdowns:
- category: RENT_AND_SERVICES
count: 1
amount: 3000
fraction_of_total_expenses: 0.251
- category: GROCERIES
count: 7
amount: 2400
fraction_of_total_expenses: 0.2008
- category: TRANSPORT
count: 6
amount: 1100
fraction_of_total_expenses: 0.0921
- category: RESTAURANTS_DINING
count: 4
amount: 1100
fraction_of_total_expenses: 0.0921
- category: RETAIL
count: 4
amount: 1100
fraction_of_total_expenses: 0.0921
- category: HEALTH_AND_WELLBEING
count: 1
amount: 650
fraction_of_total_expenses: 0.0544
- category: ENTERTAINMENT
count: 3
amount: 900
fraction_of_total_expenses: 0.0753
- category: EDUCATION
count: 2
amount: 1000
fraction_of_total_expenses: 0.0837
- category: TRAVEL
count: 1
amount: 300
fraction_of_total_expenses: 0.0251
- category: BANK_FEES_AND_CHARGES
count: 2
amount: 400
fraction_of_total_expenses: 0.0335
- category: OTHER
count: 1
amount: 200
fraction_of_total_expenses: 0.0167
'202':
description: Accepted (Asynchronous request)
content:
application/json:
examples:
GetIncomeAsyncExample:
$ref: '#/componen
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# Full source: https://raw.githubusercontent.com/api-evangelist/lean-technologies/refs/heads/main/openapi/lean-technologies-expenses-api-openapi.yml