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📊Monthly

Generate a summary of total values, number of transactions per transaction category and averages for incomes, expenses and debt repayments for a defined period of time.

Monthly

POST {{baseUrl}}/bank-accounts/:bank_account_id/transaction-reports/monthly

Generate a report with a summary of total values, number of transactions per transaction category and monthly averages for incomes, expenses and debt repayments over a given period.

Path Parameters

NameTypeDescription

bank_account_id*

String

The UUID for a Bank Account that gets generated and returned in the POST Create new Bank Account response.

Request Body

NameTypeDescription

start_date*

String

This field indicates the start date from which you would like to generate the summary report. In the following format: "yyyy-mm-dd"

end-date*

String

This field indicates the end date up until which you would like to generate the summary report. In the following format: "yyyy-mm-dd"

```postman_json
{
    "data": [
        {
            "id": "17dcdfff-ff66-433d-bce1-7f16f6b342b3",
            "report": {
                "year": 2023,
                "month": "February",
                "incomes": "36479.28",
                "expenses": "73603.18",
                "fullMonth": null,
                "main_income": "36159.28",
                "debt_repayments": "4157.47",
                "main_income_date": "24-02-23",
                "main_income_type": "salary-wages",
                "number_of_incomes": 4,
                "main_income_transaction": "FNB OB Pmt Finch Salary 62563987381",
                "number_of_debt_repayments": 1,
                "number_of_expense_transactions": 91
            },
            "startDate": "2023-02-01",
            "endDate": "2023-02-28",
            "type": "monthly"
        },
        {
            "id": "05dd907d-2b79-4904-8016-b93cb6c774a5",
            "report": {
                "year": 2023,
                "month": "March",
                "incomes": "52105.21",
                "expenses": "81201.07",
                "fullMonth": null,
                "main_income": "46785.21",
                "debt_repayments": "4157.47",
                "main_income_date": "25-03-23",
                "main_income_type": "salary-wages",
                "number_of_incomes": 11,
                "main_income_transaction": "FNB OB Pmt Salary 62563987381",
                "number_of_debt_repayments": 1,
                "number_of_expense_transactions": 71
            },
            "startDate": "2023-03-01",
            "endDate": "2023-03-31",
            "type": "monthly"
        }
    ]
}
```

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