Moneyhub Accounts API

The accounts API from Moneyhub — 6 operation(s) for accounts.

Operations 10

GET /accounts Retrieve all accounts for a user
POST /accounts Create a single account for a user
GET /accounts-list Retrieve all accounts for a user without additional data
GET /accounts/{accountId} Retrieve a single account
PATCH /accounts/{accountId} Update a single account
DELETE /accounts/{accountId} Delete a single account
GET /accounts/{accountId}/balances Retrieve the historical balances for an account
POST /accounts/{accountId}/balances Add a new balance for an account
POST /accounts/{accountId}/recurring-transactions Create an estimate of the recurring transactions for an account
GET /accounts/syncs Retrieve sync information for all of a user's accounts

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OpenAPI Specification

moneyhub-accounts-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  description: Documentation for the Moneyhub data API. <br/>Authentication is via bearer token. <br/>
  title: Moneyhub Data Accounts API
  version: 2.0.0
  x-build-sha: 5d5191d
servers:
- url: https://api.moneyhub.co.uk/v2.0
security:
- Bearer: []
tags:
- name: accounts
paths:
  /accounts:
    get:
      summary: Retrieve all accounts for a user
      description: 'Requires **accounts:read** scope. Optional scope **accounts_details:read** is needed for some extra fields such as account number and sort code. Please note: field **additionalBalances** is currently in **beta**'
      parameters:
      - description: The total number of records to retrieve
        in: query
        name: limit
        schema:
          type: integer
          maximum: 1000
          minimum: 0
      - description: The offset at which to start retrieving records
        in: query
        name: offset
        schema:
          type: integer
          maximum: 1000000000
          minimum: 0
      - description: Return transaction data for the account when available
        in: query
        name: showTransactionData
        schema:
          type: boolean
          default: true
      - description: Return performance score for the account when available
        in: query
        name: showPerformanceScore
        schema:
          type: boolean
          default: true
      - description: Filter accounts by their connectionId
        in: query
        name: connectionId
        x-example: 1ffe704d39629a929c8e293880fb449a:c1ef4ce6-c1d6-4900-9288-228fb21f5dc4
        schema:
          type: string
      responses:
        '200':
          description: Successful Accounts Response
          content:
            application/json:
              schema:
                properties:
                  data:
                    items:
                      $ref: '#/components/schemas/Account'
                    type: array
                    example:
                    - id: d372d09b-f50a-4114-9c83-687828fa8ac2
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Joint Account
                      accountOpeningDate: '2014-08-10T00:00:00.000Z'
                      type: cash:current
                      providerAccountId: '12345678'
                      providerName: Lloyds
                      providerId: DEMO
                      providerReference: demo
                      connectionId: 1ffe704d39629a929c8e293880fb449a:c1ef4ce6-c1d6-4900-9288-228fb21f5dc4
                      accountHolderName: Robert Cantu
                      balance:
                        date: '2020-07-27'
                        amount:
                          value: 802323
                          currency: GBP
                      currency: GBP
                      details:
                        AER: 0
                        overdraftLimit: 0
                        sortCodeAccountNumber: '30949301273345'
                      transactionData:
                        count: 218
                        earliestDate: '2019-08-02'
                        lastDate: '2020-07-27'
                      additionalBalances:
                      - date: '2020-07-27'
                        amount:
                          value: 1000
                          currency: GBP
                        type: InterimAvailable
                    - id: 3cc555e4-d954-4eb1-a1df-90df15b132a9
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Current Account
                      type: cash:current
                      providerAccountId: C4735247524
                      providerName: Lloyds
                      providerId: DEMO
                      providerReference: demo
                      connectionId: 1ffe704d39629a929c8e293880fb449a:c1ef4ce6-c1d6-4900-9288-228fb21f5dc4
                      accountHolderName: Robert Cantu
                      balance:
                        date: '2020-07-11'
                        amount:
                          value: 216258
                          currency: GBP
                      currency: GBP
                      details:
                        AER: 0
                        overdraftLimit: 0
                        sortCodeAccountNumber: '30949301273801'
                      providerAccountIdentifications:
                      - identification: ACCOUNT12345678
                        type: AccountNumber
                      transactionData:
                        count: 133
                        earliestDate: '2019-08-03'
                        lastDate: '2020-07-11'
                      additionalBalances:
                      - date: '2020-07-27'
                        amount:
                          value: 1000
                          currency: GBP
                        type: ClosingBooked
                    - id: 7abc948a-416d-44ab-8a23-69d3ea13bcf1
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Credit Card
                      type: card
                      providerAccountId: '23534724573'
                      providerName: Virgin
                      providerId: DEMO
                      providerReference: demo
                      connectionId: DEMO:888
                      balance:
                        date: '2020-07-27'
                        amount:
                          value: -196700
                          currency: GBP
                      currency: GBP
                      details:
                        creditLimit: 250000
                        APR: 0
                        pan: '5498572687746087'
                      transactionData:
                        count: 163
                        earliestDate: '2019-07-28'
                        lastDate: '2020-07-27'
                      additionalBalances: []
                    - id: 344f69f8-0172-4d68-ac38-ea11be1f7373
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Starling Current Account
                      productName: Personal Current Account
                      accountOpeningDate: '2013-09-13T00:00:00.000Z'
                      type: cash:current
                      providerAccountId: S13123513D
                      providerName: Starling
                      providerId: DEMO
                      providerReference: demo
                      connectionId: DEMO:999
                      balance:
                        date: '2020-07-12'
                        amount:
                          value: 124885
                          currency: GBP
                      currency: GBP
                      details:
                        AER: 0
                        overdraftLimit: 0
                        sortCodeAccountNumber: '30949301273045'
                      transactionData:
                        count: 108
                        earliestDate: '2019-07-28'
                        lastDate: '2020-07-12'
                      additionalBalances: []
                    - id: 478a84cc-296f-4388-af24-cf15f81a2fd4
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Natwest savings a/c
                      accountOpeningDate: '2014-08-10T00:00:00.000Z'
                      type: savings
                      providerAccountId: NW2352135
                      providerName: Natwest
                      providerId: DEMO
                      providerReference: demo
                      connectionId: DEMO:222
                      balance:
                        date: '2020-07-05'
                        amount:
                          value: 1500000
                          currency: GBP
                      currency: GBP
                      details:
                        AER: 0
                        iban: GB24BKEN10000031510604
                      transactionData:
                        count: 12
                        earliestDate: '2019-08-05'
                        lastDate: '2020-07-05'
                      additionalBalances: []
                    - id: 2e30e166-70f8-4b46-b0e3-8afe4acda964
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: 15 Hardys Rd
                      type: properties:residential
                      balance:
                        amount:
                          value: 27600000
                          currency: GBP
                        date: '2016-01-01'
                      currency: GBP
                      details: {}
                      additionalBalances: []
                    - id: 54841fea-7eb6-4523-9a20-2722d19d7766
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: HL Sipp
                      type: pension
                      providerName: Hargreaves Lansdown
                      balance:
                        amount:
                          value: 3525134
                          currency: GBP
                        date: '2020-07-01'
                      currency: GBP
                      details: {}
                      providerAccountIdentifications:
                      - identification: XXXX5168
                        type: AccountNumber
                      performanceScore:
                        months:
                        - date: 2020-04
                          openingBalance: 3465134
                          nonContributionGrowth: 24000
                          aer: 8.64
                        - date: 2020-05
                          openingBalance: 3489134
                          nonContributionGrowth: 12000
                          aer: 4.21
                        - date: 2020-06
                          openingBalance: 3501134
                          nonContributionGrowth: 24000
                          aer: 8.54
                        totals:
                          openingBalance:
                            amount:
                              value: 3325134
                              currency: GBP
                            date: '2019-08-01'
                          currentBalance:
                            amount:
                              value: 3525134
                              currency: GBP
                            date: '2020-07-01'
                          contributions: 0
                          withdrawals: 0
                          nonContributionGrowth: 200000
                          growthRate: 6.01
                          annualisedGrowthRate: 6.57
                      additionalBalances: []
                    - id: fa447159-13d2-4089-bbbc-28be41d5febd
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Wealthify ISA (Stocks and Shares)
                      type: investment
                      providerName: Wealthify
                      balance:
                        amount:
                          value: 253214
                          currency: GBP
                        date: '2020-07-16'
                      currency: GBP
                      details: {}
                      providerAccountIdentifications:
                      - identification: XXXX5168
                        type: AccountNumber
                      performanceScore:
                        months:
                        - date: 2020-05
                          openingBalance: 237023
                          nonContributionGrowth: 5140
                          aer: 29.36
                        - date: 2020-06
                          openingBalance: 242163
                          nonContributionGrowth: 11051
                          aer: 70.83
                        totals:
                          openingBalance:
                            amount:
                              value: 200000
                              currency: GBP
                            date: '2020-01-16'
                          currentBalance:
                            amount:
                              value: 253214
                              currency: GBP
                            date: '2020-07-16'
                          contributions: 0
                          withdrawals: 0
                          nonContributionGrowth: 53214
                          growthRate: 26.61
                          annualisedGrowthRate: 60.5
                      additionalBalances: []
                    - id: fe9e0391-960e-4251-b3b6-f7f9d144db36
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Nationwide Repayment Mortgage
                      type: mortgage:repayment
                      providerName: Nationwide
                      balance:
                        amount:
                          value: -16900000
                          currency: GBP
                        date: '2020-07-01'
                      currency: GBP
                      details:
                        linkedProperty: 2e30e166-70f8-4b46-b0e3-8afe4acda964
                        monthlyRepayment: 1000
                        term: 300
                        APR: 1.94
                        interestType: fixed
                        fixedDate: '2023-07-27'
                      providerAccountIdentifications:
                      - identification: XXXX5168
                        type: AccountNumber
                      additionalBalances: []
                    - id: 1e30e166-70f8-4b46-b0e3-8afe4acda478
                      dateAdded: '2020-07-29T15:33:44+00:00'
                      dateModified: '2020-07-29T15:33:44+00:00'
                      accountName: Santander Mortgage
                      type: mortgage:interestOnly
                      providerName: Santander
                      balance:
                        amount:
                          value: -1500000
                          currency: GBP
                        date: '2020-06-01'
                      currency: GBP
                      details:
                        monthlyRepayment: 1200
                        term: 270
                        APR: 3.94
                        interestType: fixed
                        fixedDate: '2025-06-25'
                      providerAccountIdentifications:
                      - identification: XXXX5168
                        type: AccountNumber
                      additionalBalances: []
                    - id: 5cbf59cf-c112-4864-b4e3-11b3ca794000
                      accountName: Audi Finance
                      type: loan
                      providerName: Audi Financial Services
                      balance:
                        amount:
                          value: -1095000
                          currency: GBP
                        date: '2020-07-05'
                      currency: GBP
                      details:
                        monthlyRepayment: 35000
                        endDate: '2020-07-27'
                        APR: 4.1
                        interestFreePeriod: 24
                      providerAccountIdentifications:
                      - identification: XXXX5168
                        type: AccountNumber
                      additionalBalances: []
                    - id: 8e5320c9-a285-47f6-bac0-e2f78f5db9cd
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Work Pension
                      type: pension
                      providerName: Aviva
                      balance:
                        amount:
                          value: 20524578
                          currency: GBP
                        date: '2020-06-28'
                      currency: GBP
                      details: {}
                      providerAccountIdentifications:
                      - identification: XXXX5168
                        type: AccountNumber
                      performanceScore:
                        months:
                        - date: 2020-04
                          openingBalance: 20180078
                          nonContributionGrowth: 160000
                          aer: 9.94
                        - date: 2020-05
                          openingBalance: 20340078
                          nonContributionGrowth: 184500
                          aer: 11.44
                        totals:
                          openingBalance:
                            amount:
                              value: 18456778
                              currency: GBP
                            date: '2019-07-28'
                          currentBalance:
                            amount:
                              value: 20524578
                              currency: GBP
                            date: '2020-06-28'
                          contributions: 0
                          withdrawals: 0
                          nonContributionGrowth: 2067800
                          growthRate: 11.2
                          annualisedGrowthRate: 12.23
                      additionalBalances: []
                  links:
                    $ref: '#/components/schemas/Links'
                  meta:
                    type: object
                type: object
        '401':
          description: Unsuccessful Response - Not authorised - Missing authorization header - Invalid access Token
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Unsuccessful Response - Forbidden - Invalid scopes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      tags:
      - accounts
    post:
      summary: Create a single account for a user
      description: Requires **accounts:read** and **accounts:write:all** scopes.
      responses:
        '200':
          description: Successful Account Response
          content:
            application/json:
              schema:
                properties:
                  data:
                    $ref: '#/components/schemas/Account'
                  links:
                    $ref: '#/components/schemas/Links'
                  meta:
                    type: object
                type: object
        '400':
          description: Unsuccessful Response - Bad request - Missing query parameters - Missing body properties
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unsuccessful Response - Not authorised - Missing authorization header - Invalid access Token
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Unsuccessful Response - Forbidden - Invalid scopes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      tags:
      - accounts
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccountPost'
  /accounts-list:
    get:
      summary: Retrieve all accounts for a user without additional data
      description: 'Requires **accounts:read** scope. Optional scope **accounts_details:read** is needed for some extra fields such as account number and sort code. By default this endpoint does not return transaction data (when this isn''t returned response times are quicker than the GET /accounts endpoint). Please note: field **additionalBalances** is currently in **beta**'
      parameters:
      - description: The total number of records to retrieve
        in: query
        name: limit
        schema:
          type: integer
          maximum: 1000
          minimum: 0
      - description: The offset at which to start retrieving records
        in: query
        name: offset
        schema:
          type: integer
          maximum: 1000000000
          minimum: 0
      - description: Return transaction data for the account when available
        in: query
        name: showTransactionData
        schema:
          type: boolean
          default: false
      - description: Return performance score for the account when available
        in: query
        name: showPerformanceScore
        schema:
          type: boolean
          default: false
      - description: Filter accounts by their connectionId
        in: query
        name: connectionId
        x-example: 1ffe704d39629a929c8e293880fb449a:c1ef4ce6-c1d6-4900-9288-228fb21f5dc4
        schema:
          type: string
      responses:
        '200':
          description: Successful Accounts Response
          content:
            application/json:
              schema:
                properties:
                  data:
                    items:
                      $ref: '#/components/schemas/Account'
                    type: array
                    example:
                    - id: d372d09b-f50a-4114-9c83-687828fa8ac2
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Joint Account
                      type: cash:current
                      providerName: Lloyds
                      providerId: DEMO
                      providerReference: demo
                      connectionId: 1ffe704d39629a929c8e293880fb449a:c1ef4ce6-c1d6-4900-9288-228fb21f5dc4
                      accountHolderName: Robert Cantu
                      balance:
                        date: '2020-07-27'
                        amount:
                          value: 802323
                          currency: GBP
                      currency: GBP
                      details:
                        AER: 0
                        overdraftLimit: 0
                        sortCodeAccountNumber: '30949301273345'
                      additionalBalances:
                      - date: '2020-07-27'
                        amount:
                          value: 1000
                          currency: GBP
                        type: InterimAvailable
                    - id: 3cc555e4-d954-4eb1-a1df-90df15b132a9
                      dateAdded: '2020-07-27T14:33:44+00:00'
                      dateModified: '2020-07-27T14:33:44+00:00'
                      accountName: Current Account
                      type: cash:current
                      providerName: Lloyds
                      providerId: DEMO
                      providerReference: demo
                      connectionId: 1ffe704d39629a929c8e293880fb449a:c1ef4ce6-c1d6-4900-9288-228fb21f5dc4
                      accountHolderName: Robert Cantu
                      balance:
                        date: '2020-07-11'
                        amount:
                          value: 216258
                          currency: GBP
                      currency: GBP
                      details:
                        AER: 0
                        overdraftLimit: 0
                        sortCodeAccountNumber: '30949301273801'
                      additionalBalances:
                      - date: '2020-07-27'
                        amount:
                          value: 1000
                          currency: GBP
                        type: InterimAvailable
                  links:
                    $ref: '#/components/schemas/Links'
                  meta:
                    type: object
                type: object
        '401':
          description: Unsuccessful Response - Not authorised - Missing authorization header - Invalid access Token
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Unsuccessful Response - Forbidden - Invalid scopes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      tags:
      - accounts
  /accounts/{accountId}:
    get:
      summary: Retrieve a single account
      description: 'Requires **accounts:read** scope. Optional scope **accounts_details:read** is needed for some extra fields such as account number and sort code. Please note: field **additionalBalances** is currently in **beta**'
      parameters:
      - description: The Account Id
        in: path
        name: accountId
        required: true
        x-example: 0b4e6488-6de0-420c-8f56-fee665707d57
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: Successful Account Response
          content:
            application/json:
              schema:
                properties:
                  data:
                    $ref: '#/components/schemas/Account'
                  links:
                    $ref: '#/components/schemas/Links'
                  meta:
                    type: object
                type: object
        '401':
          description: Unsuccessful Response - Not authorised - Missing authorization header - Invalid access Token
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Unsuccessful Response - Forbidden - Invalid scopes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Unsuccessful Response - Resource Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      tags:
      - accounts
    patch:
      summary: Update a single account
      description: Requires **accounts:read** and **accounts:write:all** scopes.
      parameters:
      - description: The Account Id
        in: path
        name: accountId
        required: true
        x-example: 0b4e6488-6de0-420c-8f56-fee665707d57
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: Successful Account Response
          content:
            application/json:
              schema:
                properties:
                  data:
                    $ref: '#/components/schemas/Account'
                  links:
                    $ref: '#/components/schemas/Links'
                  meta:
                    type: object
                type: object
        '401':
          description: Unsuccessful Response - Not authorised - Missing authorization header - Invalid access Token
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Unsuccessful Response - Forbidden - Invalid scopes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Unsuccessful Response - Resource Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      tags:
      - accounts
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccountPatch'
    delete:
      summary: Delete a single account
      description: This endpoint can only be used to delete accounts created using the POST /accounts endpoint. Accounts created when connecting to a financial institution can only be deleted by removing the connection they belong to. Requires **accounts:write:all** scope.
      parameters:
      - description: The Account Id
        in: path
        name: accountId
        required: true
        x-example: 0b4e6488-6de0-420c-8f56-fee665707d57
        schema:
          type: string
          format: uuid
      responses:
        '204':
          description: Successful Response
        '401':
          description: Unsuccessful Response - Not authorised - Missing authorization header - Invalid access Token
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Unsuccessful Response - Forbidden - Invalid scopes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Unsuccessful Response - Resource Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      tags:
      - accounts
  /accounts/{accountId}/balances:
    get:
      summary: Retrieve the historical balances for an account
      description: Requires **accounts:read** scope.
      parameters:
      - description: The Account Id
        in: path
        name: accountId
        required: true
        x-example: 0b4e6488-6de0-420c-8f56-fee665707d57
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: Successful Balances Response
          content:
            application/json:
              schema:
                properties:
                  data:
                    items:
                      $ref: '#/components/schemas/Balance'
                    type: array
                  links:
                    $ref: '#/components/schemas/Links'
                  meta:
                    type: object
                type: object
        '401':
          description: Unsuccessful Response - Not authorised - Missing authorization header - Invalid access Token
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Unsuccessful Response - Forbidden - Invalid scopes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Unsuccessful Response - Resource Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      tags:
      - accounts
    post:
      summary: Add a new balance for an account
      description: Requires **accounts:read** and either of **accounts:write** or **accounts:write:all** scopes.
      parameters:
      - description: The Account Id
        in: path
        name: accountId
        required: true
        x-example: 0b4e6488-6de0-420c-8f56-fee665707d57
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: Successful Balance Response
          content:
            application/json:
              schema:
                properties:
                  data:
                    $ref: '#/components/schemas/Balance'
                  links:
                    $ref: '#/components/schemas/Links'
                  meta:
                    type: object
                type: object
        '400':
          description: Unsuccessful Response - Bad request - Missing query parameters - Missing body properties
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unsuccessful Balance Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Unsuccessful Response - Forbidden - Invalid scopes
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      tags:
      - accounts
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/component

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