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Envestnet Transactions API

Transactions API

Envestnet Transactions API is one of 21 APIs that Envestnet publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Transactions. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.

This API exposes 13 operations across 8 paths, and defines 25 schemas. It is described by OpenAPI 3.0.1, at version 1.1.0.

Requests are made against a single base URL, /.

13 operations 8 paths 25 schemas 2 DELETE5 GET3 POST3 PUT

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.0.1
API Version
1.1.0
Server
/
Terms of Service
Resource Areas
1

Paths & Operations 13

Across 8 paths, the API surfaces 13 operations — 2 DELETE, 5 GET, 3 POST, 3 PUT. Each is listed below with its method, path, parameters, and response codes.

Transactions 13

Transactions API

GET
/transactions
Envestnet Get Transactions
getTransactions 14 params → 200400401404
GET
/transactions/count
Envestnet Get Transactions Count
getTransactionsCount 11 params → 200400401404
GET
/transactions/categories/txnRules
Envestnet Get Transaction Categorization Rules
getTransactionCategorizationRules → 200401404
DELETE
/transactions/categories/{categoryId}
Envestnet Delete Category
deleteTransactionCategory 1 param → 204400401404
PUT
/transactions/categories/rules/{ruleId}
Envestnet Update Transaction Categorization Rule
updateTransactionCategorizationRule 1 param body → 204400401404
POST
/transactions/categories/rules/{ruleId}
Envestnet Run Transaction Categorization Rule
runTransactionCategorizationRule 2 params → 204400401404
DELETE
/transactions/categories/rules/{ruleId}
Envestnet Delete Transaction Categorization Rule
deleteTransactionCategorizationRule 1 param → 204400401404
GET
/transactions/categories
Envestnet Get Transaction Category List
getTransactionCategories → 200401404
PUT
/transactions/categories
Envestnet Update Category
updateTransactionCategory body → 204400401404
POST
/transactions/categories
Envestnet Create Category
createTransactionCategory body → 201400401404
GET
/transactions/categories/rulesdeprecated
Envestnet Get Transaction Categorization Rules
getTransactionCategorizationRulesDeprecated → 200401404
POST
/transactions/categories/rules
Envestnet Create or Run Transaction Categorization Rule
createOrRunTransactionCategorizationRules 2 params → 201204400401404
PUT
/transactions/{transactionId}
Envestnet Update Transaction
updateTransaction 1 param body → 204400401404

Schemas 25

The contract defines 25 schemas that model the data the API accepts and returns. The most detailed are Transaction (43 properties), TransactionCategory (10 properties), AccountAddress (10 properties), Merchant (9 properties). Each schema is shown below with its type and property counts.

RuleClause
object
5 properties
TransactionCountResponse
object
1 property
TransactionCategorizationRule
object
6 properties
TransactionCategorizationRuleResponse
object
1 property
UpdateCategoryRequest
object
4 properties 2 required
YodleeError
object
3 properties
FieldOperation
object
3 properties
Description
object
4 properties
Coordinates
object
2 properties
TransactionCategorizationRuleInfo
object
4 properties 2 required
DetailCategory
object
2 properties
TransactionResponse
object
1 property
TransactionCount
object
1 property
UpdateTransaction
object
8 properties 3 required
Money
object
4 properties
TransactionTotal
object
1 property
TransactionCategory
object
10 properties
TransactionCategorizationRuleRequest
object
1 property 1 required
AccountAddress
object
10 properties
Merchant
object
9 properties
TransactionRequest
object
1 property 1 required
Transaction
object
43 properties
Contact
object
2 properties
TransactionCategoryResponse
object
1 property
TransactionCategoryRequest
object
3 properties 1 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

envestnet-transactions-api-openapi.yml Raw ↑

Other APIs Envestnet publishes across the network.

Envestnet Account Token API
Envestnet Accounts API
Envestnet Associated Details API
Envestnet Auth API
Envestnet Configs API
Envestnet Consents API
Envestnet CreditAcceleratorFile API
Envestnet Customer API
Envestnet DataExtracts API
Envestnet Derived API
Envestnet Documents API
Envestnet Holdings API