Esporta

Esporta — Report

Riferimento dei campi del download JSON dei Report. Per i tuoi strumenti di analisi; Liquify non lo reimporta.

Panoramica

Riferimento dei campi del download JSON dei Report. Per i tuoi strumenti di analisi; Liquify non lo reimporta. Vedi Panoramica dell'esportazione.

Le liste annidate boxes, balances e investmentHoldings sono limitate alle scatole del piano e ai gruppi di Investimenti di oggi. I numeri KPI giornalieri restano come registrati in quella data.

Top-level keys

KeyMeaning
schemaVersionReports download format version.
exportedAtUTC timestamp when the file was written (ISO-8601).
budgetIdBudget id.
budgetNameBudget display name.
periodPeriod code (for example month / week selection).
periodLabelHuman-readable period label.
baseCurrencyBudget base currency.
snapshotsArray of daily snapshot objects.

Snapshot (snapshots[]) — day KPIs

KeyMeaning
dateSnapshot calendar date.
capturedAtWhen the snapshot was captured.
baseCurrencyCurrency for totals.
schemaVersionSnapshot storage version (may differ from outer download version).
monthlyNetIncomePlanned monthly net income.
incomeMinusPlannedIncome minus planned spend for the day (Reports KPI). Not the same as budget unallocatedAmount.
plannedExpenseTotalTotal planned expenses.
needsAmount / wantsAmount / savingsAmountCategory amounts.
needsPercent / wantsPercentShare of plan by category.
savingsShareOfPlanSavings as a share of the plan.
savingsShareOfIncomeSavings as a share of income.
debitLiquidityTotalLiquidity in payment (debit) accounts.
creditBalanceTotalCredit balances total.
creditLinkedPaymentTotalPayment-side balances linked to credit boxes.
creditLinkedDebtTotalDebt-side balances linked to credit boxes.
underfundedBoxCountCount of underfunded boxes.
alertConditionCountsOptional map of alert condition counts.
boxesCurated box rows for that day.
balancesCurated account balance rows.
investmentHoldingsCurated investment holding rows (not nested key investments).

Box row (snapshots[].boxes[])

KeyMeaning
boxIdExpense box id.
nameBox name.
categoryNEEDS, WANTS, or SAVINGS.
paymentModeaccount or creditCard.
planAmountPlanned amount.
goalAmountOptional goal.
expectedInAccountTodayHow much should be in the linked account that day.
linkedBalanceLinked account balance.
balanceVsExpectedLinked balance minus expected.
linkedWhether the box has a linked account.
alertConditionsAlert flags for the box.

Balance row (snapshots[].balances[])

KeyMeaning
accountLinkIdAccountLink id (join key with Accounts download).
boxIdLinked box id.
kindmanual or bank.
accountKindAccount type (for example checking).
slotpayment or credit.
balanceBalance in account currency.
currencyAccount currency.
balanceInBaseBalance converted to budget currency.
syncedAt / updatedAtOptional timestamps.
staleWhether the balance is considered stale.

Investment row (snapshots[].investmentHoldings[])

KeyMeaning
investmentIdHolding id.
nameDisplay name.
kindmanual or bank.
groupKeyInvestment group key.
groupNameOptional group display name.
balance / currency / balanceInBaseValue and conversion.
syncedAt / updatedAt / staleSync metadata.

Guide correlate