Changelog

API Changelog items May 05

• New income category values: INTEREST, INVESTMENT, OTHER: The income_category field on bank income sources now returns three additional values: INTEREST (interest on deposit accounts), INVESTMENT (dividends and brokerage distributions), and OTHER (unclassified deposits). Transactions previously returning a null income_category for these deposit types will now be categorized going forward. Historical records already retrieved may still show null. These are treated as non-recurring income.

  Available in:

  • Retrieve bank income report endpoint
  • Retrieve bank income insights report endpoint