Spending Plan Overview - MX Documentation

Use the Spending Plan endpoints to create your own version of our Spending Plan Widget, which helps end users track their spending throughout the month. To understand key terms and how to best use these endpoints, see Build Your Own Spending Plan UI.

Spending Plan Fields

These fields relate to the spending_plan object.

Field	Data Type	Definition
`created_at`	Long	The date and time at which the `spending_plan` was created.
`current_iteration_number`	Long	The current active associated `spending_plan_iteration` number for a given `spending_plan`.
`guid`	String	The unique identifier for the `spending_plan`. Defined by MX.
`updated_at`	Long	The date and time at which the `spending_plan` was most recently updated.
`user_guid`	String	The unique identifier for the `user` to which the `spending_plan` belongs. Defined by MX.
`user_id`	String	The unique partner-defined identifier for the `user` associated with the `spending_plan`.

Spending Plan Account Fields

These fields relate to the spending_plan_account object.

Field	Data Type	Definition
`account_guid`	String	The unique identifier for the `account` associated with the `spending_plan_account`. Defined by MX.
`created_at`	Long	The date and time at which the `spending_plan_account` was created.
`guid`	String	The unique identifier for the `spending_plan_account`. Defined by MX.
`spending_plan_guid`	String	The unique identifier for the `spending_plan` associated with the `spending_plan_account`. Defined by MX.
`updated_at`	Long	The date and time at which the `spending_plan_account` was most recently updated.
`user_guid`	String	The unique identifier for the `user` to which the `spending_plan_account` belongs. Defined by MX.

Spending Plan Iteration Fields

These fields relate to the iteration object.

Field	Data Type	Definition
`created_at`	Long	The date and time at which the `spending_plan_iteration` was created.
`end_on`	Long	The date on which the spending plan `iteration` ends.
`guid`	String	The unique identifier for the `spending_plan_account`. Defined by MX.
`iteration_number`	Long	The current iteration number for the spending plan `iteration`.
`spending_plan_guid`	String	The unique identifier for the `spending_plan` associated with the `spending_plan_account`. Defined by MX.
`start_on`	Long	The date on which the spending plan `iteration` starts.
`updated_at`	Long	The date and time at which the `spending_plan_account` was most recently updated.
`user_guid`	String	The unique identifier for the `user` to which the `spending_plan_account` belongs. Defined by MX.
`user_id`	String	The unique partner-defined identifier for the `user` associated with the spending plan `iteration`.

Spending Plan Iteration Item Fields

These fields relate to the iteration_item object.

Field	Data Type	Definition
`actual_amount`	Double	The sum of the transactions associated with the spending plan `iteration_item`.
`category_guid`	String	The unique identifier for the `category_guid` associated with the spending plan `iteration_item`. Defined by MX.
`created_at`	Long	The date and time at which the spending plan `iteration_item` was created.
`guid`	String	The unique identifier for the spending plan `iteration_item`. Defined by MX.
`item_type`	String	The type of transaction grouping for the spending plan `iteration_item`. 0 = RECURRING_EXPENSE, 1 = PLANNED_EXPENSE, 2 = OTHER_EXPENSE, 3 = INCOME.
`planned_amount`	Double	The total amount planned for a spending plan `iteration_item`.
`scheduled_payment_guid`	String	The unique identifier for the `scheduled_payment_guid` associated with the spending plan `iteration_item`. Defined by MX.
`spending_plan_iteration_guid`	String	The unique identifier for the spending plan `iteration_item`. Defined by MX.
`top_level_category_guid`	String	The unique identifier for the `top_level_category_guid` associated with the spending plan `iteration_item`. Defined by MX.
`transaction_guids`	Array[String]	An array of transaction GUIDs that are relevant to the spending plan `iteration_item`. Defined by MX.
`updated_at`	Long	The date and time at which the spending plan `iteration_item` was most recently updated.
`user_guid`	String	The unique identifier for the `user` to which the spending plan `iteration_item` belongs. Defined by MX.
`user_id`	String	The unique partner-defined identifier for the `user` associated with the spending plan `iteration_item`.

​Spending Plan Fields

​Spending Plan Account Fields

​Spending Plan Iteration Fields

​Spending Plan Iteration Item Fields

Spending Plan Fields

Spending Plan Account Fields

Spending Plan Iteration Fields

Spending Plan Iteration Item Fields