Balance Over Time Report

This report shows the changes to an account balance over time.

This report can be requested via the Modular Report endpoint.

ReportOptions

This report has no options to be considered.

Response Structure of Balance Over Time Report

The generated report will be part of the modular report response.

{
    "type": "BALANCE_OVER_TIME",
    "balances": Array<BalanceInfo>
}

type String, always present

The type always contains the value "BALANCE_OVER_TIME" for this report.

balances BalanceInfo[], always present

List of balances for the account for each date between the given report-timeframe.

BalanceInfo

{
    "date": date,
    "balance": Amount
}

date Date (String: "YYYY-MM-DD"), always present

The date of the balance.

balance Amount, always present

The current account balance at the time of the date parameter.

Example request

{
    "insights_consumer_id": "6c03aff-8fa0046-ffae74-b0cbc-4d5fd1",
    "report_days": 3,
    "reports": [
        {
            "type": "BALANCE_OVER_TIME"
        }
    ]
}

Example response

{
    "data": {
        "accounts": [
            {
                "insights_account_id": "3b3d678f-66b7-4b23-a2a5-0bfd275e86a1",
                "reports": [
                    {
                        "type": "BALANCE_OVER_TIME",
                        "balances" : 
                            [
                                {
                                    "date": "2020-10-18",
                                    "balance": 
                                    {
                                        "amount": 15400,
                                        "currency": "EUR"
                                    }
                                },
                                {
                                    "date": "2020-10-19",
                                    "balance": 
                                    {
                                        "amount": 12137,
                                        "currency": "EUR"
                                    }
                                },
                                {
                                    "date": "2020-10-20",
                                    "balance": 
                                    {
                                        "amount": 169758,
                                        "currency": "EUR"
                                    }
                                }
                            ]
                    }
                ]
            }
        ]
    }
}

Balance Over Time