Summary Plus
Generate a summary of total values, number of transactions per transaction category, averages and rolling averages for incomes, expenses and debt repayments for a period of time.
Summary Plus
POST {{baseUrl}}/bank-accounts/:bank_account_id/transaction-reports/summaryPlus
POST {{baseUrl}}/bank-accounts/:bank_account_id/transaction-reports/summaryPlusGenerate a report with a summary of total values, number of transaction categories and monthly averages for incomes, expenses and debt repayments over a given period. Plus a rolling 3-month averages for all transaction categories, as well as main_income_transaction and dates.
Path Parameters
bank_account_id*
String
Request Body
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"
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