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Get Summary

get/api/dashboard/summary

Query parameters

monthstring date nullable
balance_datestring date nullable
account_idsstring[] nullable
asset_group_idsstring[] nullable

Headers

X-Workspace-Idstring nullable

Response

Successful Response

total_balanceobject required
total_balance_primarynumber
balance_datestring required
monthly_incomenumber required
monthly_expensesnumber required
monthly_income_primarynumber
monthly_expenses_primarynumber
accounts_countinteger required
pending_categorizationinteger required
pending_categorization_amountnumber required
assets_valueobject
assets_value_primarynumber
primary_currencystring
pending_shares_netnumber

Changes

No recorded changes to this endpoint across all 1 revision of this API.