Envestnet · Schema

DetailCategoryTrend

Detail category trend information, broken down by a specific frequency, for a specific date range.

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
detailCategoryId string The id of the detail category assigned to the transaction.
detailCategoryName string The name of the detail category assigned to the transaction.
debitTotal object The sum of all debit transactions associated with the detail category for the specific duration.
creditTotal object The sum of all credit transactions associated with the detail category for the specific duration.
netCreditTotal object Net credit spending.
netTotal object Net spending calculated as (debitTotal - creditTotal) associated with the detail category for the specific duration.
averageNetTotal object Average spending calculated as (netTotal)/(Number of Months) associated with the detail category for the specific duration.
link object
transactionCount integer Transaction count.
basicPeerDetail array
detail array Breakdown of income/spending based on a predefined frequency - typically, monthly.
View JSON Schema on GitHub

JSON Schema

envestnet-detailcategorytrend-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/DetailCategoryTrend",
  "title": "DetailCategoryTrend",
  "description": "Detail category trend information, broken down by a specific frequency, for a  specific date range.",
  "properties": {
    "detailCategoryId": {
      "type": "string",
      "description": "The id of the detail category assigned to the transaction.",
      "readOnly": true
    },
    "detailCategoryName": {
      "type": "string",
      "description": "The name of the detail category assigned to the transaction.",
      "readOnly": true
    },
    "debitTotal": {
      "description": "The sum of all debit transactions associated with the detail category for the specific duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "creditTotal": {
      "description": "The sum of all credit transactions associated with the detail category for the specific duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "netCreditTotal": {
      "description": "Net credit spending.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "netTotal": {
      "description": "Net spending calculated as (debitTotal - creditTotal) associated with  the detail category for the specific duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "averageNetTotal": {
      "description": "Average spending calculated as (netTotal)/(Number of Months)  associated with the detail category for the specific duration.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "link": {
      "allOf": [
        {
          "$ref": "#/components/schemas/Link"
        }
      ],
      "readOnly": true
    },
    "transactionCount": {
      "type": "integer",
      "description": "Transaction count.",
      "readOnly": true
    },
    "basicPeerDetail": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicPeerDetail"
      },
      "readOnly": true
    },
    "detail": {
      "type": "array",
      "description": "Breakdown of income/spending based on a predefined frequency - typically, monthly.",
      "items": {
        "$ref": "#/components/schemas/Detail"
      },
      "readOnly": true
    }
  },
  "required": [
    "detailCategoryId",
    "detailCategoryName"
  ]
}

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