User

Field

Description

Example

id (string)

User id in the MoneyMade Connect User API.

fc9510bd-e245-4bdf-941f-a0d1ba57d667

accounts

Array of user Accounts.

client_user_id (string)

Client user id you set on user creation. Usually it's set as your internal user id.

1a4da820-49f0-4bf5-852b-8c0a110881xxxxxxxxxxx

Account

Field

Description

Example

id (string)

User id in the MoneyMade Connect User API.

54002d02-2cc0-4b34-b455-9033ec916222

user_id (string)

30ef9de5-c872-4121-aee9-c4c4c80cf316

provider

Provider object.

subaccounts

Array of Subaccount object.

Subaccount

Field

Description

Example

id (string)

Subaccount id in the MoneyMade Connect User API.

579225d7-3af8-4e02-8899-ac44e7755a76

name (string)

Name of the subaccount.

Plaid Gold Standard 0% Interest Checking

currency (string)

Currency in which holding is denominated.

USD

balance (number)

Balance on the account.

11000

type (string)

Type of the subaccount

fiat

fiat_balance (number)

subaccount balance in USD

11000

balance_updated_at (Date ISOstring)

Time when balance was updated last time

2022-05-18T13:30:17.578Z

created_at (Date ISOstring)

Date, time at which first connection was established.

2022-05-18T13:30:17.729Z

Provider

Field

Description

Example

id (number)

Provider id in the MoneyMade Connect User API.

10002

name (string)

Name of the financial institution to which user has connected.

Wells Fargo

slug (string)

Slug of the financial institution.

wells-fargo

strategy (Enum)

Authentication strategy which was used for the Connect process.

plaid

connector (string)

Aggregator which was used during the connection process.

plaid

description (string)

Description of the financial institution.

website (string)

Website of the financial institution.

https://www.wellsfargo.com/

logo (string)

Logo of the financial institution.

https://storage.googleapis.com/stage-mm-connect-provider-logos/default/wells-fargo.svg

scopes

Product scopes which are supported by Moneymade for selected platform

"accounts:balances",
"accounts:banking"

Account Bank Details

Field

Description

Example

accountNumber (string)

Unique string of numbers and, sometimes, letters and other characters that identifies the owner of an account.

1111222233330000

holderName (string)

Account holder full name.

Alberta Bobbeth Charleson

routingNumber (string)

Routing number identifies specific financial institutions within the U.S.

011401533

type (string)

individual

balance (number)

Balance of the account.

'110'

source (string)

Entity which was used in order to retrieve the data.

plaid

Transaction

Field

Description

Sample

id
(string UUID v4)

Transaction id inside MoneyMade Connect User API.

492cb231-4e9d-41b0-abed-30806d2ab456

transaction_id
(string)

Transaction id inside of the Provider.
E.g, for Coinbase it's transaction id inside of Coinbase.

47304402203cd38dea2a48dbbd1db95b5f3e4994ae996

parent_transaction_id
(string, optional)

If transaction is nested to another one (is fee or part of trade order) it has a link to parent transaction.

bff007b24113f931b30e55125a2a3bff007b24113f931b30e5

subaccount_id
(string UUID v4)

Subaccount id

03fbe3b4-f02a-430a-8cbf-0f57f739f60a

account_id
(string UUID v4)

Account id.

2ed7af39-7ab5-43f6-949d-043a11dcb755

amount
(string)

Amount handled by transaction.

'0.12333'
'100000.1'

currency
(string)

Currency processed by transaction

BTC

issued_at
(ISODate string)

Datetime with timezone when transaction was created on Provider

'2022-04-22T15:05:01.017Z'

transaction_type
(string)

Transaction type which means transaction direction and context.

'deposit'
'fee'
'refund'

status
(string)

Transaction status

'pending'
'completed'
'failed'

quote
(string)

Mostly transaction is an exchange operation if provider is a crypto exchange/wallet.

Quote means currency amount requested by transaction in buy/sell/trade deals.

Applied for transaction types:

  • sell_trade
  • buy_trade
  • sell_order
  • buy_order
  • sell_conversion
  • buy_conversion
  • transaction types.

It equals to null if transaction type is something else.

'1000'
'20.02'

fill_amount
(string)

Applied for transaction types:

  • sell_trade
  • buy_trade
  • sell_order
  • buy_order
  • sell_conversion
  • buy_conversion
  • transaction types.

Sometimes crypto trade operation is closed before it was completed fully.

(If trader closed order before all amount was bought/sell)

It represents actual qoute amount was handled by opration.

'1000'
'20.02'

quote_currency
(string)

Represents quote currency requested by transaction in buy/sell/trade deals.

Applied for transaction types:

  • sell_trade
  • buy_trade
  • sell_order
  • buy_order
  • sell_conversion
  • buy_conversion
  • transaction types.

It equals to null if transaction type is something else.

ETH

Holdings

Field

Description

Sample

account_id
(string UUID v4)

Account id.

7049e956-124b-461f-9f8c-d0e450f94eaf

subaccount_id
(string UUID v4)

Subaccount id

04cebb9e-2c1c-455a-9288-5fa4e728a2d8

ticker
(string)

Ticker of the financial instrument which is held

SPX

name
(string)

Name of the financial instrument which is held

S&P 500

isin
(string)

ISIN (12 digits alphanumeric code) of the financial instrument which is held

US78378X1072

type
(Enum: [cash, stock, derivative, equity, etf, fixed income, loan, mutual fund, crypto, other])

Type of the financial instrument which is held

cash

amount
(number)

Quantity of the financial instrument which is held

'10'

current_price
(number)

The most recent price of the financial instrument which is heldThe most recent price

'10'

current_amount_price
(number)

amount * current_price

'100'