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On this page
  • List all Insights Profile
  • View the Profile of a User
  • Get Insights
  1. API Reference

Insights

Follow this documentation to see what are the endpoints you can call to get all about Insights.

List all Insights Profile

This endpoint is used to get all previous profiles created for a specific customer. Profiles are groups of Insights attributes set up to show only some parts of Insights. Once you have the list of profiles, you can do a search by a specific profile id.

Method: POST

Endpoint: {{env}}/api/insights/Profile/filter

{
  "statusCode": 200,
  "message": "GET Request successful.",
  "isError": false,
  "result": {
    "CurrentPage": 1,
    "PageSize": 10,
    "TotalCount": 3,
    "Items": [
      {
        "Id": "cc243009-...-e85332a78751",
        "Name": "Profile Name",
        "CustomerId": "074d593a-...-291eb37b72ed",
        "CreatedAt": "2022-08-16T08:36:21.419586Z",
        "InsightProfileItems": [
          {
            "Id": "9d09786b-...-410232caf200",
            "DataDictionaryId": "35b1018f-...-14abd3cf0a3a",
            "Attribute": "Pension Income",
            "Period": "ThreeMonthsAgo",
            "InsightsType": "Income"
          },
          {
            "Id": "a3e490b2-...-c766c75b619e",
            "DataDictionaryId": "35b1018f-...-14abd3cf0a3a",
            "Attribute": "Pension Income",
            "Period": "CurrentMonth",
            "InsightsType": "Income"
          }
        ]
      }
    ]
  }
}

Response

Parameter
Type
Description

CurrentPage

number

The current page

PageSize

number

The amount of rows returned in the current page

TotalCount

number

The total rows the filter returns

Items

List of profiles

Id

guid

Profile id

Name

string

Name

CustomerId

guid

Customer Id

CreatedAt

datetime

When the profile was created

InsightProfileItems

List of profile items

Id

guid

Profile item id

DataDictionaryId

guid

Data dictionary id

Attribute

string

* if available

Period

string

Period

InsightsType

string

Insights Type

View the Profile of a User

This endpoint is used to get a specific group of Insights attributes according to the previous profile created.

Method: POST

Endpoint: {{env}}/api/insights/GetInsightsProfile

{
  "UserId": "fe244550-...-d75432a79751",
  "ProfileId": "0bc9894d-....-f691024aca19"
}
{
  "statusCode": 200,
  "message": "POST Request successful.",
  "isError": false,
  "result": [
    {
      "Value": 0,
      "InsightsType": "Income",
      "Period": "TwoMonthsAgo",
      "Title": "Credit Transfer"
    },
    {
      "Attribute": "AccountAgeDays",
      "Value": 250,
      "InsightsType": "Insights",
      "Period": "CurrentMonth",
      "Title": "Account Age Days"
    },
    {
      "Attribute": "Name",
      "Value": "Employer Name",
      "InsightsType": "Insights",
      "Period": "CurrentMonth",
      "Title": "Employer Name"
    },
    {
      "Value": 65.17,
      "InsightsType": "Expense",
      "Period": "OneMonthAgo",
      "Title": "Alcohol & Cannabis"
    }
  ]
}

Response

Parameter
Type
Description

Value

guid

The corresponding value

InsightsType

string

Insights type

Period

string

Inform the period, Use the table below for valid options

Title

string

Attribute title

Period

Period

CurrentMonth

OneMonthAgo

TwoMonthsAgo

ThreeMonthsAgo

FourMonthsAgo

FiveMonthsAgo

SixMonthsAgo

SevenMonthsAgo

EightMonthsAgo

NineMonthsAgo

TenMonthsAgo

ElevenMonthsAgo

Get Insights

This endpoint is used to get the full Insights from a user in a specific period of time.

Method: POST

Endpoint: {{env}}/api/insights/GetInsights

  {
    "UserId": "fe244550-...-d75432a79751",
    "InsightPeriod": 360
  }
{
"statusCode":200
"message":"POST Request successful."
"isError":false
"result":{
"Expenses":{
"GroupCategory":{
"bills&utilities":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":188.86
"Percentage":8.23
"Transactions":[
0:{
"Id":"c1db6b4d-...-f30cc96ae43f"
"Date":"2022-07-04T23:00:00Z"
"Description":"..."
"Debit":188.86
"Balance":920.12
"Category":{
"Id":"baeda044-...-ae6ed78cf503"
"Name":"Telecommunication"
"CategoryGroupId":"6c9b769a-...-2a77dd5e9ae0"
"CategoryGroup":{
"Id":"6c9b769a-...-2a77dd5e9ae0"
"Name":"Bills & Utilities"
}
"InsightsType":"Expense"
}
"CategoryId":"baeda044-...-ae6ed78cf503"
"AccountCategory":"Operation"
"AccountSubCategory":"Chequing"
}
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":188.86
"Percentage":8.23
"Transactions":[
0:{
"Id":"c1db6b4d-...-f30cc96ae43f"
"Date":"2022-07-04T23:00:00Z"
"Description":"..."
"Debit":188.86
"Balance":920.12
"Category":{
"Id":"baeda044-...-ae6ed78cf503"
"Name":"Telecommunication"
"CategoryGroupId":"6c9b769a-...-2a77dd5e9ae0"
"CategoryGroup":{
"Id":"6c9b769a-...-2a77dd5e9ae0"
"Name":"Bills & Utilities"
}
"InsightsType":"Expense"
}
"CategoryId":"baeda044-...-ae6ed78cf503"
"AccountCategory":"Operation"
"AccountSubCategory":"Chequing"
}
]
}
}
"electricity":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"gas":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"telecommunication":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":188.86
"Percentage":8.23
"Transactions":[
0:{
"Id":"c1db6b4d-...-f30cc96ae43f"
"Date":"2022-07-04T23:00:00Z"
"Description":"..."
"Debit":188.86
"Balance":920.12
"Category":{
"Id":"baeda044-...-ae6ed78cf503"
"Name":"Telecommunication"
"CategoryGroupId":"6c9b769a-...-2a77dd5e9ae0"
"CategoryGroup":{
"Id":"6c9b769a-...-2a77dd5e9ae0"
"Name":"Bills & Utilities"
}
"InsightsType":"Expense"
}
"CategoryId":"baeda044-...-ae6ed78cf503"
"AccountCategory":"Operation"
"AccountSubCategory":"Chequing"
}
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":188.86
"Percentage":8.23
"Transactions":[
0:{
"Id":"c1db6b4d-...-f30cc96ae43f"
"Date":"2022-07-04T23:00:00Z"
"Description":"..."
"Debit":188.86
"Balance":920.12
"Category":{
"Id":"baeda044-...-ae6ed78cf503"
"Name":"Telecommunication"
"CategoryGroupId":"6c9b769a-...-2a77dd5e9ae0"
"CategoryGroup":{
"Id":"6c9b769a-...-2a77dd5e9ae0"
"Name":"Bills & Utilities"
}
"InsightsType":"Expense"
}
"CategoryId":"baeda044-...-ae6ed78cf503"
"AccountCategory":"Operation"
"AccountSubCategory":"Chequing"
}
]
}
}
"utilities":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"water":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"entertainment":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"movies&music":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"otherentertainment":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"subscriptions":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"fees&charges":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"insufficientfundsfee":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"otherbankfee":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"stoppaymentfees":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"financial":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"insurance":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"food&dining":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":73.18
"Percentage":3.19
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":73.18
"Percentage":3.19
"Transactions":[
]
}
}
"alcohol&cannabis":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"coffeeshops":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"fooddelivery&restaurants":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":14.68
"Percentage":0.64
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":14.68
"Percentage":0.64
"Transactions":[
]
}
}
"grocery":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":58.5
"Percentage":2.55
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":58.5
"Percentage":2.55
"Transactions":[
]
}
}
}
"gifts&donations":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"charity":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"gifts":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"health&fitness":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":18.25
"Percentage":0.8
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":18.25
"Percentage":0.8
"Transactions":[
]
}
}
"beautyproducts":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"dentist":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"doctor":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"gym":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"pharmacy":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":18.25
"Percentage":0.8
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":18.25
"Percentage":0.8
"Transactions":[
]
}
}
"sports":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"home":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"furniture":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"mortgagepayments":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"rent":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"investments":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":9.5
"Percentage":0.41
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":9.5
"Percentage":0.41
"Transactions":[
]
}
}
"savings&investmentexpenses":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":9.5
"Percentage":0.41
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":9.5
"Percentage":0.41
"Transactions":[
]
}
}
}
"loans":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"autoloan":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"loanfeesandcharges":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"studentloan":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"otherexpense":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"debitreversals":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"education":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"gamblingexpenses":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"otherexpenses":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"pets":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"petsupplies":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"shopping":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":69.24
"Percentage":3.02
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":69.24
"Percentage":3.02
"Transactions":[
]
}
}
"amazonorders":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"clothing":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"electronics":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":34.77
"Percentage":1.52
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":34.77
"Percentage":1.52
"Transactions":[
]
}
}
"othershopping":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":34.47
"Percentage":1.5
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":34.47
"Percentage":1.5
"Transactions":[
]
}
}
}
"taxes":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"taxandgovernmentfees":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"transfer":{
"total":{
"period0":{
"Amount":621.5
"Percentage":27.08
"Transactions":[
]
}
"period1":{
"Amount":1067.57
"Percentage":46.52
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":1689.07
"Percentage":73.6
"Transactions":[
]
}
}
"debittransfer":{
"period0":{
"Amount":621.5
"Percentage":27.08
"Transactions":[
]
}
"period1":{
"Amount":1067.57
"Percentage":46.52
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":1689.07
"Percentage":73.6
"Transactions":[
]
}
}
"internationaltransfer":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"travel":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":50.57
"Percentage":2.2
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":50.57
"Percentage":2.2
"Transactions":[
]
}
}
"airtravel":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"cash&atm":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"hotel":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"rentalcar&transport":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":50.57
"Percentage":2.2
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":50.57
"Percentage":2.2
"Transactions":[
]
}
}
}
"uncategorized":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":190.52
"Percentage":8.3
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":190.52
"Percentage":8.3
"Transactions":[
]
}
}
"uncategorizedexpense":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":190.52
"Percentage":8.3
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":190.52
"Percentage":8.3
"Transactions":[
]
}
}
}
}
"Total":{
"period0":{
"Amount":621.5
"Percentage":11.66
"Transactions":[
]
}
"period1":{
"Amount":1673.33
"Percentage":31.39
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":2294.83
"Percentage":43.05
"Transactions":[
]
}
}
}
"Income":{
"GroupCategory":{
"employmentincome":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"bonus":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"employmentpaycheck":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"governmentincome":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"childsupportincome":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"employmentinsuranceincome":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"othergovernmentincome":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"pensionincome":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"reimbursement":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"socialassistenceincome":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"wsibincome":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"otherincome":{
"total":{
"period0":{
"Amount":16.5
"Percentage":0.54
"Transactions":[
]
}
"period1":{
"Amount":1355.47
"Percentage":44.65
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":1371.97
"Percentage":45.19
"Transactions":[
]
}
}
"creditreversals":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"gamblingincome":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"loandeposits":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"offers&rewards":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"otherincomes":{
"period0":{
"Amount":16.5
"Percentage":0.54
"Transactions":[
]
}
"period1":{
"Amount":1355.47
"Percentage":44.65
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":1371.97
"Percentage":45.19
"Transactions":[
]
}
}
"savingsandinvestimentsinterestincome":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"taxrebate":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"taxrefund":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
"transfer":{
"total":{
"period0":{
"Amount":608
"Percentage":20.03
"Transactions":[
]
}
"period1":{
"Amount":1056
"Percentage":34.78
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":1664
"Percentage":54.81
"Transactions":[
]
}
}
"credittransfer":{
"period0":{
"Amount":608
"Percentage":20.03
"Transactions":[
]
}
"period1":{
"Amount":1056
"Percentage":34.78
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":1664
"Percentage":54.81
"Transactions":[
]
}
}
}
"uncategorized":{
"total":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
"uncategorizedincome":{
"period0":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period1":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
}
}
}
"Total":{
"period0":{
"Amount":624.5
"Percentage":11.71
"Transactions":[
]
}
"period1":{
"Amount":2411.47
"Percentage":45.24
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":3035.97
"Percentage":56.95
"Transactions":[
]
}
}
}
"Insights":{
"BalanceAnalysis":{
"AvgBalWithdrawnOnPayday":115.44
"AvgBalDaysAfterPaydays":"1209.00"
}
"FraudDetection":{
"AverageOperationsBalance":225.85
"AccountAgeDays":2
"CountNsfFee":0
"ListofNSFtransactions":[
0:{
"Description":"Empty"
"Date":"DD-MM-YY"
"Amount":0
}
]
"CountStopPayment":0
"ListofStopPYMTtransactions":[
0:{
"Description":"Empty"
"Date":"DD-MM-YY"
"Amount":0
}
]
"CheckingsDaysWithNegativeBalance":0
"ListDaysWithNegativeBalance":[
0:{
"Date":"DD-MM-YY"
"Description":"Empty"
}
]
"CountLoanFeesAndCharges":0
"ListofLoanFEEStransactions":[
0:{
"Description":"Empty"
"Date":"DD-MM-YY"
"Amount":0
}
]
"DebtActivityTrend":"Consistent"
"CreditActivityTrend":"Decreasing"
"OperationBalanceTrend":"Consistent"
"IncomeDetected":"No"
}
"FreeCashFlow":{
"CurrentOperationsBalance":1500.97
"CurrentChequingBalance":2500.97
"CashFlowRecord":"Positive"
"RecurringPayments":14.5
"CurrentCreditBalance":0
"LargeTransaction":[
0:{
"TransactionDescription":"..."
"Amount":40
}
]
"TopFiveRecurringPayments":[
0:{
"TransactionDescription":"..."
"Amount":200.86
"Frequency":1
}
1:{
"TransactionDescription":"..."
"Amount":10.65
"Frequency":1
}
]
}
"EmployerInfo":{
"Name":"Insufficient Data"
"AverageAmount":750.33
"TotalEmploymentIncome":5750.5
"IncomeTrend":"Consistent"
"Frequency":"15 days"
"ListofEmpIncome":[
0:{
"Description":"Empty"
"Date":"DD-MM-YY"
"Amount":0
}
]
}
"NonEmployerInfo":{
"AverageNonEmployerIncome":540.98
"TotalNonEmployerIncome":2035.97
"AverageGovernmentIncome":0
"TotalGovernmentIncome":0
"AverageSavingAndInvestmentIncome":0
"TotalSavingAndInvestmentIncome":0
"NonEmploymentIncomeTrend":"Decreasing"
}
"SalaryAnalysis":{
"MortgagePercentageOverSalary":{
"Salary":38736.68
"Expenses":4792.23
"Percentage":12.37
}
"LoanPercentageOverSalary":{
"Salary":38736.68
"Expenses":4689.62
"Percentage":12.11
}
"GamblingPercentageOverSalary":{
"Salary":38736.68
"Expenses":73.86
"Percentage":0.19
}
"CannabisAndAlcoholPercentageOverSalary":{
"Salary":38736.68
"Expenses":1000.45
"Percentage":2.58
}
"CrCardPercentageOverSalary":{
"Salary":38736.68
"Expenses":41850.22
"Percentage":108.04
}
}
}
"Total":{
"period0":{
"Amount":1246
"Percentage":23.37
"Transactions":[
]
}
"period1":{
"Amount":4084.8
"Percentage":76.63
"Transactions":[
]
}
"period2":{
"Amount":0
"Percentage":0
"Transactions":[
]
}
"total":{
"Amount":5330.8
"Percentage":100
"Transactions":[
]
}
}
"Periods":{
"period0":"Aug-2022"
"period1":"Jul-2022"
"period2":"Jun-2022"
}
}
}
PreviousAggregationNextWallets

Last updated 4 months ago