Extended Transaction History
Get up to 24 months of account and transaction data
With Extended Transaction History, you can connect to an end user's financial institution and retrieve up to 24 months data for their accounts and transactions. Standard account aggregation provides only 90 days.
You can use this data for any number of solutions such as personal financial management or risk analysis. Data is available for accounts ranging from checking and savings to mortgages and credit cards — and everything in between. We cleanse this data to make it understandable to end users, and we automatically put it into more than 100 predefined categories. We also add enhanced information such as which merchant was involved in a transaction and whether it represents a direct deposit, bill pay, or subscription.
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Account Sample Data
This sample response shows the kinds of account data you can expect to get for financial accounts when using Extended Transaction History.
_51{_51 "account": {_51 "account_number": "****0001",_51 "apr": null,_51 "apy": null,_51 "available_balance": 500000,_51 "available_credit": null,_51 "balance": 500000,_51 "cash_balance": null,_51 "cash_surrender_value": null,_51 "created_at": "2020-09-21T19:43:44Z",_51 "credit_limit": null,_51 "currency_code": null,_51 "day_payment_is_due": 12,_51 "death_benefit": null,_51 "guid": "ACT-82a93692-f756-534f-9b2e-ad10a0f38462",_51 "holdings_value": null,_51 "id": "act-23445745",_51 "imported_at": "2023-02-24T09:01:25Z",_51 "institution_code": "mxbank",_51 "insured_name": null,_51 "interest_rate": null,_51 "is_closed": false,_51 "is_hidden": false,_51 "last_payment": null,_51 "last_payment_at": null,_51 "loan_amount": null,_51 "matures_on": null,_51 "member_guid": "MBR-84ca0882-ad6c-4f10-817f-c8c0de7424fa",_51 "member_id": null,_51 "member_is_managed_by_user": true,_51 "metadata": null,_51 "minimum_balance": null,_51 "minimum_payment": null,_51 "name": "Checking",_51 "nickname": null,_51 "original_balance": null,_51 "pay_out_amount": null,_51 "payment_due_at": "2021-05-12T16:01:00Z",_51 "payoff_balance": null,_51 "premium_amount": null,_51 "routing_number": "005026788",_51 "started_on": null,_51 "subtype": null,_51 "total_account_value": null,_51 "type": "CHECKING",_51 "updated_at": "2023-02-24T09:01:25Z",_51 "user_guid": "USR-11141024-90b3-1bce-cac9-c06ced52ab4c",_51 "user_id": "partner-2345"_51 }_51}
Transaction Sample Data
This sample response shows the kinds of transaction data you can expect to get for financial accounts when using Extended Transaction History.
_47{_47 "transaction": { _47 "account_guid": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1",_47 "account_id": "account123",_47 "amount": 61.11,_47 "category": "Groceries",_47 "category_guid": "CAT-9588eaad-90a4-bb5c-66c8-1812503d0db8",_47 "check_number_string": "6812",_47 "created_at": "2016-10-06T09:43:42.000Z",_47 "currency_code": "USD",_47 "date": "2013-09-23T00:00:00.000Z",_47 "description": "Whole foods",_47 "extended_transaction_type": "partner_transaction_type",_47 "guid": "TRN-265abee9-889b-af6a-c69b-25157db2bdd9",_47 "id": "transaction-265abee9-889b-af6a-c69b-25157db2bdd9",_47 "is_bill_pay": false,_47 "is_direct_deposit": false,_47 "is_expense": true,_47 "is_fee": false,_47 "is_income": false,_47 "is_international": false,_47 "is_overdraft_fee": false,_47 "is_payroll_advance": false,_47 "is_recurring": false,_47 "is_subscription": false,_47 "latitude": -43.2075,_47 "localized_description": "This is a localized_description",_47 "localized_memo": "This is a localized_memo",_47 "longitude": 139.691706,_47 "member_guid": "MBR-7c6f361b-e582-15b6-60c0-358f12466b4b",_47 "member_is_managed_by_user": false,_47 "memo": "This is a memo",_47 "merchant_category_code": 5411,_47 "merchant_guid": "MCH-7ed79542-884d-2b1b-dd74-501c5cc9d25b",_47 "merchant_location_guid": "MCL-00024e59-18b5-4d79-b879-2a7896726fea",_47 "metadata": "some metadata",_47 "original_description": "WHOLEFDS TSQ 102",_47 "posted_at": "2016-10-07T06:00:00.000Z",_47 "status": "POSTED",_47 "top_level_category": "Food & Dining",_47 "transacted_at": "2016-10-06T13:00:00.000Z",_47 "type": "DEBIT",_47 "updated_at": "2016-10-07T05:49:12.000Z",_47 "user_guid": "USR-fa7537f3-48aa-a683-a02a-b18940482f54",_47 "user_id": "user123"_47 }_47}