Envestnet · Schema
BasicTrend
Trend information, broken down by a specific frequency, for a specific date range.
FinancialWealth ManagementOpen BankingAccount Aggregation
Properties
| Name | Type | Description |
|---|---|---|
| debitTotal | object | The sum of all debit transactions. |
| creditTotal | object | The sum of all credit transactions. |
| netCreditTotal | object | Net Total calculated as (creditTotal - debitTotal). |
| netTotal | object | Net spending calculated as (debitTotal - creditTotal). |
| averageNetTotal | object | Average spending calculated as (netTotal) / (number of months). |
| transactionCount | integer | Total number of transactions for the given date range. |
| link | object | |
| detail | array | Breakdown of income/spending based on a predefined frequency - typically, monthly. |
| dateRange | object | |
| categoryTrend | array | |
| merchantTrend | array | |
| networthTrend | array | |
| detailCategoryTrend | array |
JSON Schema
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"$id": "#/components/schemas/BasicTrend",
"title": "BasicTrend",
"description": "Trend information, broken down by a specific frequency, for a specific date range.",
"properties": {
"debitTotal": {
"description": "The sum of all debit transactions.",
"allOf": [
{
"$ref": "#/components/schemas/Money"
}
],
"readOnly": true
},
"creditTotal": {
"description": "The sum of all credit transactions.",
"allOf": [
{
"$ref": "#/components/schemas/Money"
}
],
"readOnly": true
},
"netCreditTotal": {
"description": "Net Total calculated as (creditTotal - debitTotal).",
"allOf": [
{
"$ref": "#/components/schemas/Money"
}
],
"readOnly": true
},
"netTotal": {
"description": "Net spending calculated as (debitTotal - creditTotal).",
"allOf": [
{
"$ref": "#/components/schemas/Money"
}
],
"readOnly": true
},
"averageNetTotal": {
"description": "Average spending calculated as (netTotal) / (number of months).",
"allOf": [
{
"$ref": "#/components/schemas/Money"
}
],
"readOnly": true
},
"transactionCount": {
"type": "integer",
"description": "Total number of transactions for the given date range.",
"readOnly": true
},
"link": {
"allOf": [
{
"$ref": "#/components/schemas/Link"
}
],
"readOnly": true
},
"detail": {
"readOnly": true,
"type": "array",
"description": "Breakdown of income/spending based on a predefined frequency - typically, monthly.",
"items": {
"$ref": "#/components/schemas/Detail"
}
},
"dateRange": {
"allOf": [
{
"$ref": "#/components/schemas/DateRange"
}
],
"readOnly": true
},
"categoryTrend": {
"type": "array",
"items": {
"$ref": "#/components/schemas/CategoryTrend"
},
"readOnly": true
},
"merchantTrend": {
"type": "array",
"items": {
"$ref": "#/components/schemas/MerchantTrend"
},
"readOnly": true
},
"networthTrend": {
"type": "array",
"items": {
"$ref": "#/components/schemas/NetWorthTrend"
},
"readOnly": true
},
"detailCategoryTrend": {
"type": "array",
"items": {
"$ref": "#/components/schemas/DetailCategoryTrend"
},
"readOnly": true
}
}
}
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