Get financial overview
Retrieves a high-level overview of financial data including balances, trends, and key metrics
Headers
Bearer authentication of the form Bearer <token>, where token is your auth token.
Query parameters
The ID of the entity to get the overview for
Start date for the report period
End date for the report period (defaults to current date)
Time interval for aggregating data
Filter transactions by their status
Response
Financial overview retrieved successfully
Monthly revenue data points [month, amount]
Monthly expenses data points [month, amount]
Monthly profit data points [month, amount]
Monthly cash balance data points [month, amount]
Total revenue for the period
Total expenses for the period
Total profit for the period
Current cash balance across all accounts
Data formatted for charts
Connected Plaid accounts