Deprecation:
Support will cease for this endpoint on the 1st of April 2025 - please complete your migration to the Retrieve Balances Over Time V3 endpoint by that point in time. For further details, contact your Bud account manager or email [email protected].
List the balances of each bank account for a customer across all ingestion sources. Ordered by balance date.
It calculates the balance for each date, by iterating from the date the account was last refreshed to the to
and from dates provided. It then checks all the transactions within this range, calculating the balance at
the end of each day.
This endpoint limits the date from which it gets balances by the oldest transaction_window on the
account. If transaction_windows are not present, it is not possible to calculate balances and the endpoint
returns an empty list.
You can only request balances within transaction windows, therefore if you ingest transactions without a
transaction window, you won't be able to request balance for that time range. However those transactions will be
used to calculate the balance as well.
For users ingesting data via the Ingest Accounts endpoint, you can increase the range and accuracy of the
data supplied from this service by including the transaction_window field upon account ingestion.
Results are limited to up to 5000 balance items across all accounts.