Envestnet · Schema

CashFlowTrend

Cash flow trend information, broken down by a specific frequency, for a specific date range.

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
cashInFlow object Total Cash Inflow Amount in the selected duration, which is the sum of cash inflow in each of the selected months in the duration.
cashOutFlow object Total Cash Outflow Amount in the selected duration, which is the sum of cash outflow in each of the selected months in the duration.
transferIn object Total Transfer-In Amount in the selected duration, which is the sum of transfer-in amount in each of the selected months in the duration.
transferOut object Total Transfer-out Amount in the selected duration, which is the sum of transfer-out amount in each of the selected months in the duration.
netTransfer object Net Transfer Amount in the selected duration, which is the difference between transfer-In and tranfer-out amount
averageNetCashFlow object Average net cash flow = Total Cash Flow Amount / Number of months in the duration.
totalCashFlow object Total Cash Flow Amount = Cash Inflow Amount - Cash Outflow Amount + Net Transfer.
detail array Breakdown of income/spending based on a predefined frequency - typically, monthly.
View JSON Schema on GitHub

JSON Schema

envestnet-cashflowtrend-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/CashFlowTrend",
  "title": "CashFlowTrend",
  "description": "Cash flow trend information, broken down by a specific frequency, for a  specific date range.",
  "properties": {
    "cashInFlow": {
      "description": "Total Cash Inflow Amount in the selected duration, which is the sum  of cash inflow in each of the selected months in the duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "cashOutFlow": {
      "description": "Total Cash Outflow Amount in the selected duration, which is the  sum of cash outflow in each of the selected months in the duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "transferIn": {
      "description": "Total Transfer-In Amount in the selected duration, which is the sum  of transfer-in amount in each of the selected months in the duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "transferOut": {
      "description": "Total Transfer-out Amount in the selected duration, which is the sum  of transfer-out amount in each of the selected months in the duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "netTransfer": {
      "description": "Net Transfer Amount in the selected duration, which is the difference  between transfer-In and tranfer-out amount",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "averageNetCashFlow": {
      "description": "Average net cash flow = Total Cash Flow Amount / Number of months  in the duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "totalCashFlow": {
      "description": "Total Cash Flow Amount = Cash Inflow Amount - Cash Outflow Amount +  Net Transfer.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "detail": {
      "type": "array",
      "description": "Breakdown of income/spending based on a predefined frequency - typically, monthly.",
      "items": {
        "$ref": "#/components/schemas/CashFlowDetail"
      },
      "readOnly": true
    }
  }
}

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