⌘K
DocsSign in
  • Docs
  • History
  • Schema
  • Generate
accounts10
ach return3
budgets6
categories8
goals6
insights10
  • get/users/{user_guid}/accounts/{account_guid}/insightsList insights by account
  • get/users/{user_guid}/insightsList all insights for a user
  • get/users/{user_guid}/insights/{insight_guid}/categoriesList all categories associated with an insight
  • get/users/{user_guid}/insights/{insight_guid}/accountsList all accounts associated with an insight
  • get/users/{user_guid}/insights/{insight_guid}/merchantsList all merchants associated with an insight
  • get/users/{user_guid}/insights/{insight_guid}/scheduled_paymentsList all scheduled payments associated with an insight
  • get/users/{user_guid}/insights/{insight_guid}/transactionsList all transactions associated with an insight
  • get/users/{user_guid}/insights/{insight_guid}Read insight
  • put/users/{user_guid}/insights/{insight_guid}Update insight
  • get/users/{user_guid}/transactions/{transaction_guid}/insightsList insights by transaction
institutions4
investment holdings5
managed data16
members13
merchants3
microdeposits6
monthly cash flow profile2
notifications3
processor token7
rewards4
spending plan15
statements4
taggings5
tags5
transaction rules4
transactions16
users5
verifiable credentials3
widgets3
    insights

    Changes to Read insight

    get/users/{user_guid}/insights/{insight_guid}
    • Nov 5, 2025e74cd2b059b5Revision changes
      • info

        endpoint added