{
"opencollection": "1.0.0",
"info": {
"name": "Envestnet Aggregation APIs Account Token Derived API",
"version": "1.1.0"
},
"items": [
{
"info": {
"name": "Derived",
"type": "folder"
},
"items": [
{
"info": {
"name": "Envestnet Get Transaction Summary",
"type": "http"
},
"http": {
"method": "GET",
"url": "/derived/transactionSummary",
"params": [
{
"name": "accountId",
"value": "",
"type": "query",
"description": "comma separated account Ids"
},
{
"name": "categoryId",
"value": "",
"type": "query",
"description": "comma separated categoryIds"
},
{
"name": "categoryType",
"value": "",
"type": "query",
"description": "LOAN, INCOME, EXPENSE, TRANSFER, UNCATEGORIZE or DEFERRED_COMPENSATION"
},
{
"name": "fromDate",
"value": "",
"type": "query",
"description": "YYYY-MM-DD format"
},
{
"name": "groupBy",
"value": "",
"type": "query",
"description": "CATEGORY_TYPE, HIGH_LEVEL_CATEGORY or CATEGORY"
},
{
"name": "include",
"value": "",
"type": "query",
"description": "details"
},
{
"name": "includeUserCategory",
"value": "",
"type": "query",
"description": "TRUE/FALSE"
},
{
"name": "interval",
"value": "",
"type": "query",
"description": "D-daily, W-weekly, M-mothly or Y-yearly"
},
{
"name": "toDate",
"value": "",
"type": "query",
"description": "YYYY-MM-DD format"
}
]
},
"docs": "The transaction summary service provides the summary values of transactions for the given date range by category type, high-level categories, or system-defined categories.
Yodlee has the transaction data stored for a day, month, year and week per category as per the availability of user's data. If the include parameter value is passed as details, then summary details will be returned depending on the interval passed-monthly is the default.
Notes: