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Envestnet

Envestnet Transactions API

Transactions API

Documentation Provider Profile APIs.io OpenAPI GitHub

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 Transaction. 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 3.2.0, 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 3.2.0
API Version
1.1.0
Server
/
Contact
developer@yodlee.com
License
Yodlee Developer License
Terms of Service
View terms
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.

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

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
AE Profile APIs.io
Envestnet Accounts API
AE Profile APIs.io
Envestnet Associated Details API
AE Profile APIs.io
Envestnet Auth API
AE Profile APIs.io
Envestnet Configs API
AE Profile APIs.io
Envestnet Consents API
AE Profile APIs.io
Envestnet CreditAcceleratorFile API
AE Profile APIs.io
Envestnet Customer API
AE Profile APIs.io
Envestnet DataExtracts API
AE Profile APIs.io
Envestnet Derived API
AE Profile APIs.io
Envestnet Documents API
AE Profile APIs.io
Envestnet Holdings API
AE Profile APIs.io
#Transaction
← Back to E APIs
API Details
ID
envestnet:envestnet-transactions-api
Server
/
Docs
https://developer.envestnet.com/products/yodlee/account-aggregation
Provider
Envestnet
APIs.io →  GitHub →
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