---
title: "Get Historical Balances"
method: GET
path: "/accounts/historicalBalances"
tags: ["Accounts"]
---

# Get Historical Balances

`GET /accounts/historicalBalances`

## Request

- Base URL: `https://developer.yodlee.com`
- URL: `https://developer.yodlee.com/accounts/historicalBalances`
- Auth: none declared
- TypeScript: <https://skmtc.dev/yodlee/apis/yodlee-core-apis/docs/accounts/historicalBalances/get.ts> (a function with typed inputs; its response is checked against the schema)

The historical balances service is used to retrieve the historical balances for an account or a user.<br>Historical balances are daily (D), weekly (W), and monthly (M). <br>The interval input should be passed as D, W, and M to retrieve the desired historical balances. The default interval is daily (D). <br>When no account id is provided, historical balances of the accounts that are active, to be closed, and closed are provided in the response. <br>If the fromDate and toDate are not passed, the last 90 days of data will be provided. <br>The fromDate and toDate should be passed in the YYYY-MM-DD format. <br>The date field in the response denotes the date for which the balance is requested.<br>includeCF needs to be sent as true if the customer wants to return carried forward balances for a date when the data is not available. <br>asofDate field in the response denotes the date as of which the balance was updated for that account.<br>When there is no balance available for a requested date and if includeCF is sent as true, the previous date for which the balance is available is provided in the response. <br>When there is no previous balance available, no data will be sent.

## Query parameters

- `accountId` string
- `fromDate` string
- `includeCF` boolean
- `interval` string
- `skip` integer
- `toDate` string
- `top` integer

## Response `200`

OK

- AccountHistoricalBalancesResponse
  - `account` AccountHistory[]
    - `historicalBalances` HistoricalBalance[]
      - `date` string: Date for which the account balance was provided. This balance could be a carryforward, calculated or a scraped balance.<br><b>Additional Details</b>:<br><b>Scraped</b>: Balance shown in the provider site. This balance gets stored in Yodlee system during system/user account updates.<br><b>CarryForward</b>: Balance carried forward from the scraped balance to the days for which the balance was not available in the system. Balance may not be available for all the days in the system due to MFA information required, error in the site, credential changes, etc.<br><b>calculated</b>: Balances that gets calculated for the days that are prior to the account added date. <br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: bank, creditCard, investment, insurance, realEstate, loan<br><b>Endpoints</b>:<ul><li>GET accounts/historicalBalances</li><li>GET derived/networth</li></ul>
      - `isAsset` boolean: Indicates whether the balance is an asset or liability.<br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: bank, creditCard, investment, insurance, realEstate, loan<br><b>Endpoints</b>:<ul><li>GET accounts/historicalBalances</li></ul>
      - `balance` Money
        - `amount` number, double, required
        - `currency` 'AUD' | 'BRL' | 'CAD' | 'EUR' | 'GBP' | 'HKD' | 'IDR' | 'INR' | 'JPY' | 'NZD' | 'SGD' | 'USD' | 'ZAR' | 'CNY' | 'VND' | 'MYR' | 'CHF', required
      - `asOfDate` string: Date as of when the balance is last updated due to the auto account updates or user triggered updates. This balance will be carry forward for the days where there is no balance available in the system. <br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: bank, creditCard, investment, insurance, realEstate, loan<br><b>Endpoints</b>:<ul><li>GET accounts/historicalBalances</li></ul>
      - `dataSourceType` 'S' | 'C' | 'CF': The source of balance information.<br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: bank, creditCard, investment, insurance, realEstate, loan<br><b>Endpoints</b>:<ul><li>GET accounts/historicalBalances</li></ul><b>Applicable Values</b><br>
    - `id` integer

## Other responses

- `400`: Y800 : Invalid value for accountId<br>Y800 : Invalid value for fromDate<br>Y800 : Invalid value for toDate<br>Y809 : Invalid date range<br>Y800 : Invalid value for interval<br>Y802 : Future date not allowed
- `401`: Unauthorized
- `404`: Not Found

---

[API](https://skmtc.dev/yodlee/apis/yodlee-core-apis.md) - [All operations](https://skmtc.dev/yodlee/apis/yodlee-core-apis/llms.txt) - [OpenAPI document](https://skmtc.dev/yodlee/apis/yodlee-core-apis/revisions/3bc0042deba8?raw)