Financials
Banking

List a borrower's bank accounts and what each one covers

Discovery, so a caller can choose a sensible window before calling /aggregates. Every account is returned, including ones whose balances do not count as cash -- otherwise the excluded counts on an aggregate response cannot be explained.

The same real account may appear twice, once per source family, because the two ingest paths create separate rows. account_number_last4 is what identifies them as the same account; nothing in the data model joins them, and their figures must not be added together.

get/api/v1/financials/banking/accounts

Request

  • Base URL: https://api.withaccend.com (the document declares no server; this is the origin it was published from)
  • URL: https://api.withaccend.com/api/v1/financials/banking/accounts
  • Auth: none declared

Query parameters

customer_idstring nullable
external_customer_idstring nullable
source'plaid' | 'document' | 'manual' | 'import'

How a bank figure was obtained: a live connection to the bank (plaid), a document somebody uploaded (document), a figure entered by hand or imported from a spreadsheet (manual), or transactions a partner posted through /banking/imports (import).

Figures from different families are never mixed. An entity with both a Plaid link and uploaded statements holds two independent records of the same months, so summing across families double-counts.

Limit to one record. Omit to list every family; each row names its own.

offsetinteger

Pagination offset

limitinteger

Pagination limit

Response

Successful Response

customer_idstring required
external_customer_idstring nullable
totalinteger required
next_offsetinteger nullable

Changes

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