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. |
JSON Schema
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"$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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