Envestnet · Schema

BasicCategoryTypeDetail

Derived information across one or more category types - INCOME, EXPENSE, TRANSFER, DEFERRED_COMPENSATION, or UNCATEGORIZE.

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
categoryType string The categoryType of the category assigned to the transaction. This is the type field of the transaction category resource. The supported values are provided by the GET transactions/categories.
creditTotal object  The sum of all credit transactions associated with the categoryType for the specific duration.
debitTotal object The sum of all debit transactions associated with the categoryType for the specific duration.
netTotal object Net spending calculated as (debitTotal - creditTotal) associated with the category for the specific duration.
dateRange object
basicCategoryDetail array
View JSON Schema on GitHub

JSON Schema

envestnet-basiccategorytypedetail-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/BasicCategoryTypeDetail",
  "title": "BasicCategoryTypeDetail",
  "description": "Derived information across one or more category types - INCOME, EXPENSE, TRANSFER, DEFERRED_COMPENSATION, or UNCATEGORIZE.",
  "properties": {
    "categoryType": {
      "type": "string",
      "description": "The categoryType of the category assigned to the transaction. This  is the type field of the transaction category resource. The  supported values are provided by the GET transactions/categories.",
      "readOnly": true
    },
    "creditTotal": {
      "description": "\uf0a7  The sum of all credit transactions associated with the categoryType for the specific duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "debitTotal": {
      "description": "The sum of all debit transactions associated with the categoryType for the specific duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "netTotal": {
      "description": "Net spending calculated as (debitTotal - creditTotal) associated with  the category for the specific duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "dateRange": {
      "items": {
        "$ref": "#/components/schemas/DateRange"
      },
      "readOnly": true
    },
    "basicCategoryDetail": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicCategoryDetail"
      },
      "readOnly": true
    }
  }
}

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