Envestnet · Schema
CategoryTrend
Category trend information, broken down by a specific frequency, for a specific date range.
FinancialWealth ManagementOpen BankingAccount Aggregation
Properties
| Name | Type | Description |
|---|---|---|
| categoryId | string | The id of the category assigned to the transaction. This is the id field of the transaction category resource. The supported values are provided by the GET transactions/categories. |
| category | string | The name of the category assigned to the transaction. This is the category field of the transaction category resource. The supported values are provided by the GET transactions/categories. |
| debitTotal | object | The sum of all debit transactions associated with the category for the specific duration. |
| creditTotal | object | The sum of all credit transactions associated with the category for the specific duration. |
| netTotal | object | Net spending calculated as (debitTotal - creditTotal) associated with the category for the specific duration. |
| averageNetTotal | object | Average spending calculated as (netTotal)/(Number of Months) associated with the category for the specific duration. |
| link | object | |
| detail | array | Breakdown of income/spending based on a predefined frequency - typically, monthly. |
| basicPeerDetail | array | |
| categoryDerived | array |
JSON Schema
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"$id": "#/components/schemas/CategoryTrend",
"title": "CategoryTrend",
"description": "Category trend information, broken down by a specific frequency, for a specific date range.",
"properties": {
"categoryId": {
"type": "string",
"description": "The id of the category assigned to the transaction. This is the id field of the transaction category resource. The supported values are provided by the GET transactions/categories.",
"readOnly": true
},
"category": {
"type": "string",
"description": "The name of the category assigned to the transaction. This is the category field of the transaction category resource. The supported values are provided by the GET transactions/categories.",
"readOnly": true
},
"debitTotal": {
"description": "The sum of all debit transactions associated with the category for the specific duration.",
"allOf": [
{
"$ref": "#/components/schemas/Money"
}
],
"readOnly": true
},
"creditTotal": {
"description": "The sum of all credit transactions associated with the category for the specific duration.",
"allOf": [
{
"$ref": "#/components/schemas/Money"
}
],
"readOnly": true
},
"netTotal": {
"description": "Net spending calculated as (debitTotal - creditTotal) associated with the category for the specific duration.",
"allOf": [
{
"$ref": "#/components/schemas/Money"
}
],
"readOnly": true
},
"averageNetTotal": {
"description": "Average spending calculated as (netTotal)/(Number of Months) associated with the category for the specific duration.",
"allOf": [
{
"$ref": "#/components/schemas/Money"
}
],
"readOnly": true
},
"link": {
"allOf": [
{
"$ref": "#/components/schemas/Link"
}
],
"readOnly": true
},
"detail": {
"type": "array",
"description": "Breakdown of income/spending based on a predefined frequency - typically, monthly.",
"items": {
"$ref": "#/components/schemas/Detail"
},
"readOnly": true
},
"basicPeerDetail": {
"type": "array",
"items": {
"$ref": "#/components/schemas/BasicPeerDetail"
},
"readOnly": true
},
"categoryDerived": {
"type": "array",
"items": {
"$ref": "#/components/schemas/CategoryDerived"
}
}
},
"required": [
"categoryId",
"category"
]
}
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