This is the Plaid schema guide.
YODLEE
{
"date": "string",
"sourceId": "string",
"symbol": "string",
"cusipNumber": "string",
"highLevelCategoryId": 0,
"detailCategoryId": 0,
"description": : {
"security": "string",
"original": "string",
"simple": "string",
"consumer": "string"
},
"memo": "string",
"settleDate": "string",
"type": "string",
"baseType": "CREDIT",
"categorySource": "SYSTEM",
"principal": {
"amount": 0,
"currency": "USD"
},
"lastUpdated": "string",
"interest": {
"amount": 0,
"currency": "USD"
},
"price": {
"amount": 0,
"currency": "USD"
},
"commission": {
"amount": 0,
"currency": "USD"
},
"id": 0,
"amount": {
"amount": 0,
"currency": "USD"
},
"checkNumber": "string",
"quantity": 0,
"valoren": "string",
"isManual": true,
"merchant": {
"website": "string",
"address": {
"zip": "string",
"country": "string",
"address3": "string",
"address2": "string",
"city": "string",
"sourceType": "string",
"address1": "string",
"street": "string",
"state": "string",
"type": "HOME"
},
"contact": {
"phone": "string",
"email": "string"
},
"categoryLabel": [
"string"
],
"coordinates": {
"latitude": 0,
"longitude": 0
},
"name": "string",
"id": "string",
"source": "YODLEE"
},
"sedol": "string",
"transactionDate": "string",
"categoryType": "TRANSFER",
"accountId": 0,
"createdDate": "string",
"sourceType": "AGGREGATED",
"CONTAINER": "bank",
"postDate": "string",
"parentCategoryId": 0,
"subType": "AUTH_HOLD",
"category": "string",
"runningBalance": {
"amount": 0,
"currency": "USD"
},
"categoryId": 0,
"holdingDescription": "string",
"isin": "string",
"status": "POSTED"
}
PLAID
{
"accounts": [{
"account_id": "string",
"balances": {
"available": "number" | null,
"current": "number" | null,
"iso_currency_code": "string" | null,
"limit": "number" | null,
"unofficial_currency_code": "string" | null
},
"mask": "string" | null,
"name": "string",
"official_name": "string" | null,
"subtype": "string" | null,
"type": "string"
}],
"transactions": [{
"account_id": "string",
"amount": "number",
"iso_currency_code": "string" | null,
"unofficial_currency_code": "string" | null,
"category": ["string"] | null,
"category_id": "string" | null,
"date": "string",
"authorized_date": "string" | null,
"location": {
"address": "string" | null,
"city": "string" | null,
"region": "string" | null,
"postal_code": "string" | null,
"country": "string" | null,
"lat": "number" | null,
"lon": "number" | null,
"store_number": "string" | null,
},
"name": "string",
"merchant_name": "string" | null,
"payment_meta": {
"by_order_of": "string" | null,
"payee": "string" | null,
"payer": "string" | null,
"payment_method": "string" | null,
"payment_processor": "string" | null,
"ppd_id": "string" | null,
"reason": "string" | null,
"reference_number": "string" | null
},
"payment_channel": "string",
"pending": "boolean",
"pending_transaction_id": "string" | null,
"account_owner": "string" | null,
"transaction_id": "string",
"transaction_code": "string" | null,
"transaction_type": "string"
}],
"item": {
"available_products": ["string"],
"billed_products": ["string"],
"consent_expiration_time": "string" | null,
"error": {
"error_type": "string",
"error_code": "string",
"error_message": "string",
"display_message": "string" | null,
"request_id": "string",
"causes": "array",
"status": "number" | null,
"documentation_url": "string",
"suggested_action": "string"
},
"institution_id": "string" | null,
"item_id": "string",
"update_type": "string",
"webhook": "string" | null
},
"total_transactions": "number",
"request_id": "string"
}
Schema
YODLEE
{
"account": [
{
"availableCash": {
"amount": 0,
"currency": "AUD"
},
"includeInNetWorth": true,
"moneyMarketBalance": {
"amount": 0,
"currency": "AUD"
},
"enrollmentDate": "string",
"estimatedDate": "string",
"memo": "string",
"guarantor": "string",
"interestPaidLastYear": {
"amount": 0,
"currency": "AUD"
},
"lastUpdated": "string",
"balance": {
"amount": 0,
"currency": "AUD"
},
"homeInsuranceType": "HOME_OWNER",
"id": 0,
"cash": {
"amount": 0,
"currency": "AUD"
},
"totalCreditLine": {
"amount": 0,
"currency": "AUD"
},
"providerName": "string",
"valuationType": "SYSTEM",
"marginBalance": {
"amount": 0,
"currency": "AUD"
},
"apr": 0,
"availableCredit": {
"amount": 0,
"currency": "AUD"
},
"currentBalance": {
"amount": 0,
"currency": "AUD"
},
"isManual": true,
"profile": {
"identifier": [
{
"type": "NIE",
"value": "string"
}
],
"address": [
{
"zip": "string",
"country": "string",
"address3": "string",
"address2": "string",
"city": "string",
"sourceType": "string",
"address1": "string",
"street": "string",
"state": "string",
"type": "HOME"
}
],
"phoneNumber": [
{
"type": "HOME",
"value": "string"
}
],
"email": [
{
"type": "PRIMARY",
"value": "string"
}
]
},
"escrowBalance": {
"amount": 0,
"currency": "AUD"
},
"nextLevel": "string",
"classification": "OTHER",
"loanPayoffAmount": {
"amount": 0,
"currency": "AUD"
},
"interestRateType": "FIXED",
"loanPayByDate": "string",
"faceAmount": {
"amount": 0,
"currency": "AUD"
},
"policyFromDate": "string",
"premiumPaymentTerm": "string",
"policyTerm": "string",
"repaymentPlanType": "STANDARD",
"availableBalance": {
"amount": 0,
"currency": "AUD"
},
"accountStatus": "ACTIVE",
"lifeInsuranceType": "OTHER",
"fullAccountNumber": "string",
"premium": {
"amount": 0,
"currency": "AUD"
},
"aggregationSource": "SYSTEM",
"overDraftLimit": {
"amount": 0,
"currency": "AUD"
},
"nickname": "string",
"term": "string",
"interestRate": 0,
"deathBenefit": {
"amount": 0,
"currency": "AUD"
},
"address": {
"zip": "string",
"country": "string",
"address3": "string",
"address2": "string",
"city": "string",
"sourceType": "string",
"address1": "string",
"street": "string",
"state": "string",
"type": "HOME"
},
"cashValue": {
"amount": 0,
"currency": "AUD"
},
"holder": [
{
"identifier": [
{
"type": "NIE",
"value": "string"
}
],
"gender": "string",
"ownership": "PRIMARY",
"name": {
"middle": "string",
"last": "string",
"fullName": "string",
"first": "string"
}
}
],
"401kLoan": {
"amount": 0,
"currency": "AUD"
},
"homeValue": {
"amount": 0,
"currency": "AUD"
},
"accountNumber": "string",
"createdDate": "string",
"interestPaidYTD": {
"amount": 0,
"currency": "AUD"
},
"providerAccountId": 0,
"collateral": "string",
"dataset": [
{
"lastUpdated": "string",
"updateEligibility": "ALLOW_UPDATE",
"additionalStatus": "LOGIN_IN_PROGRESS",
"nextUpdateScheduled": "string",
"name": "BASIC_AGG_DATA",
"lastUpdateAttempt": "string"
}
],
"runningBalance": {
"amount": 0,
"currency": "AUD"
},
"sourceId": "string",
"dueDate": "string",
"frequency": "DAILY",
"maturityAmount": {
"amount": 0,
"currency": "AUD"
},
"associatedProviderAccountId": [
0
],
"isAsset": true,
"principalBalance": {
"amount": 0,
"currency": "AUD"
},
"totalCashLimit": {
"amount": 0,
"currency": "AUD"
},
"maturityDate": "string",
"minimumAmountDue": {
"amount": 0,
"currency": "AUD"
},
"annualPercentageYield": 0,
"accountType": "string",
"originationDate": "string",
"totalVestedBalance": {
"amount": 0,
"currency": "AUD"
},
"rewardBalance": [
{
"expiryDate": "string",
"balanceToReward": "string",
"balanceType": "EXPIRING_BALANCE",
"balance": 0,
"description": "string",
"balanceToLevel": "string",
"units": "string"
}
],
"sourceAccountStatus": "IN_REPAYMENT",
"derivedApr": 0,
"policyEffectiveDate": "string",
"totalUnvestedBalance": {
"amount": 0,
"currency": "AUD"
},
"annuityBalance": {
"amount": 0,
"currency": "AUD"
},
"accountName": "string",
"totalCreditLimit": {
"amount": 0,
"currency": "AUD"
},
"policyStatus": "ACTIVE",
"shortBalance": {
"amount": 0,
"currency": "AUD"
},
"lender": "string",
"lastEmployeeContributionAmount": {
"amount": 0,
"currency": "AUD"
},
"providerId": "string",
"lastPaymentDate": "string",
"primaryRewardUnit": "string",
"lastPaymentAmount": {
"amount": 0,
"currency": "AUD"
},
"remainingBalance": {
"amount": 0,
"currency": "AUD"
},
"userClassification": "BUSINESS",
"bankTransferCode": [
{
"id": "string",
"type": "BSB"
}
],
"expirationDate": "string",
"coverage": [
{
"amount": [
{
"cover": {
"amount": 0,
"currency": "AUD"
},
"unitType": "PER_FAMILY",
"type": "DEDUCTIBLE",
"limitType": "IN_NETWORK",
"met": {
"amount": 0,
"currency": "AUD"
}
}
],
"planType": "PPO",
"endDate": "string",
"type": "VISION",
"startDate": "string"
}
],
"cashApr": 0,
"autoRefresh": {
"additionalStatus": "SCHEDULED",
"asOfDate": "string",
"status": "ENABLED"
},
"oauthMigrationStatus": "IN_PROGRESS",
"displayedName": "string",
"fullAccountNumberList": {
"paymentAccountNumber": "string",
"unmaskedAccountNumber": "string"
},
"amountDue": {
"amount": 0,
"currency": "AUD"
},
"currentLevel": "string",
"originalLoanAmount": {
"amount": 0,
"currency": "AUD"
},
"policyToDate": "string",
"loanPayoffDetails": {
"payByDate": "string",
"payoffAmount": {
"amount": 0,
"currency": "AUD"
},
"outstandingBalance": {
"amount": 0,
"currency": "AUD"
}
},
"paymentProfile": {
"identifier": {
"type": "REFERENCE_NUMBER",
"value": "string"
},
"address": [
{
"zip": "string",
"country": "string",
"address3": "string",
"address2": "string",
"city": "string",
"sourceType": "string",
"address1": "string",
"street": "string",
"state": "string",
"type": "HOME"
}
],
"paymentBankTransferCode": {
"id": "string",
"type": "ROUTING_NUMBER"
}
},
"CONTAINER": "bank",
"lastEmployeeContributionDate": "string",
"lastPayment": {
"amount": 0,
"currency": "AUD"
},
"recurringPayment": {
"amount": 0,
"currency": "AUD"
}
}
]
}
PLAID
{
"accounts": [
{
"account_id": "string",
"balances": {
"available": "number" | null,
"current": "number" | null,
"iso_currency_code": "string" | null,
"limit": "number" | null,
"unofficial_currency_code": "string" | null
},
"mask": "string" | null,
"name": "string",
"official_name": "string" | null,
"subtype": "string" | null,
"type": "string"
}
],
"item": {
"available_products": ["string"],
"billed_products": ["string"],
"consent_expiration_time": "string" | null,
"error": {
"error_type": "string",
"error_code": "string",
"error_message": "string",
"display_message": "string" | null,
"request_id": "string",
"causes": "array",
"status": "number" | null,
"documentation_url": "string",
"suggested_action": "string"
} | null,
"institution_id": "string" | null,
"item_id": "string",
"update_type": "string",
"webhook": "string" | null,
},
"request_id": "string"
}
{
"user": {
"preferences": {
"dateFormat": "string",
"timeZone": "string",
"currency": "AUD",
"locale": "en_US"
},
"address": {
"zip": "string",
"country": "string",
"address3": "string",
"address2": "string",
"city": "string",
"address1": "string",
"state": "string"
},
"loginName": "string",
"name": {
"middle": "string",
"last": "string",
"fullName": "string",
"first": "string"
},
"id": 0,
"roleType": "INDIVIDUAL",
"email": "string",
"segmentName": "string"
}
}
**No support for Users**