Find recurring groups in a transaction history

Identifies and categorizes recurring patterns found in the transaction history of the account holder, such as periodic payments or subscriptions. These patterns are called recurrence groups.

Complete guide: Recurrence.

Path parameters

idstringRequired

Headers

X-Api-KeystringRequired
X-Application-IdstringRequired

Response

Successful Response
idstring
A unique UUID identifier for the group
start_datestring
The date of the oldest transaction in the group
end_datestring
The date of the most recent transaction in the group
total_amountdouble
The sum of all transaction amounts in this group
average_amountdouble
The average amount per transaction in this group
periodicity_in_daysdouble
The estimated number of days between transactions in this group
periodicityenum

A human-readable description of the transaction frequency

counterpartyobject
Counterparty of the transactions
categoriesobject
Categories of the transactions in the recurrence group
transaction_idslist of strings
Transactions in this recurrence group
entry_typeenum
The direction of the flow of the money for the transactions within the group.
Allowed values:

Errors