accounts13

admin14

asset-groups4

assets22

attachments5

auth20

budgets10

categories6

category-groups4

collections4

connections13

currencies1

dashboard6

export2

fiscal3

fx-rates2

goals6

groups16

import2

import-logs2

info2

invoice-schedules16

invoices37

mortgage payments3

payees8

products8

reconciliation12

recurring-transactions5

reports4

rules10

search1

settings1

setup2

timezones1

transactions22

users7

workspaces10

get/api/healthHealth Check

dashboard

Get Summary

Changed on Nov 5, 2026

get/api/dashboard/summary

Request

Base URL
https://demo.usesecuro.com (the document declares no server; this is the origin it was published from)
Auth
OAuth 2
Password
Token URL/api/auth/login
TypeScript
https://skmtc.dev/usesecuro/apis/securo/docs/api/dashboard/summary/get.ts
A function with typed inputs. Its response is checked against the schema.

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

projected_balanceobject

projected_balance_primarynumber

balance_datestring required

monthly_incomenumber required

monthly_expensesnumber required

monthly_income_primarynumber

monthly_expenses_primarynumber

projected_incomenumber

projected_expensesnumber

projected_income_primarynumber

projected_expenses_primarynumber

accounts_countinteger required

pending_categorizationinteger required

pending_categorization_amountnumber required

assets_valueobject

assets_value_primarynumber

primary_currencystring

fx_fallbackboolean

pending_shares_netnumber

Changes

Nov 5, 2026416a7752fec4 Revision changes
- info
  added the optional property to the response with the status
- info
  added the optional property to the response with the status
- info
  added the optional property to the response with the status
- info
  added the optional property to the response with the status
- info
  added the optional property to the response with the status
- info
  added the optional property to the response with the status
- info
  added the optional property to the response with the status
- info
  the response's property default value {} was removed for the status

Operation history