v1

latestOpenAPI 3.0.1Yodlee Developer License2026-07-1370179438.8 KB
Accounts

Get Historical Balances

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.

get/accounts/historicalBalances

Query parameters

accountIdstring

accountId

fromDatestring

from date for balance retrieval (YYYY-MM-DD)

includeCFboolean

Consider carry forward logic for missing balances

intervalstring

D-daily, W-weekly or M-monthly

skipinteger

skip (Min 0)

toDatestring

toDate for balance retrieval (YYYY-MM-DD)

topinteger

top (Max 500)

Response

OK