Track and Analyze your financial activity with Kuboon
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Transaction History
Track and analyze your financial activity with Kuboon
The Transactions solution provides access to historical transaction data going back two years, together with contextual information such as category, merchant, and geolocation data.
PRODUCT FEATURES
Comprehensive data
Retrieve 2+ years of transaction data, including merchant and category information
Continuous transaction updates
Receive notifications via a webhook whenever there are fresh transactions connected to linked accounts to stay informed.
Open Banking/PSD2 integrations
Kuboon’s integrations are Open Banking and PSD2 compliant delivering secure and reliable access to U.S financial infrastructures. Application areas for transaction data include personal finance management, cash flow modeling, expense reporting, risk assessment, etc. You may view a user's transaction history for depository-type accounts, including checking and savings accounts, credit-type accounts, credit cards, and student loan accounts with Kuboon's Transactions product. Transaction data includes the date, category, amount, merchant, and location, among other things. For the purpose of filling out the name, transaction data is only partially sanitized and more thoroughly processed to populate the merchant_name field
⦁ Transactions updates
Data from transactions is dynamic. Your users' transactions will alter over time as the banking institution processes their earlier ones and as they make new ones. Multiple times daily, Kuboon checks for new transaction data and uses webhooks to alert you to any changes so you can keep your app current.
⦁ Recurring transactions
You might want to view a summary of a user's inflows and outflows if your software includes personal financial management features. The /transactions/recurring/get endpoint gives an overview of the recurring inflow and outflow streams and includes details about each recurrent stream, such as the category, merchant, and most recent amount, among other information. Customers of Transactions can purchase the add-on /transactions/recurring/get. Send a product access request or get in touch with your Kuboon account manager to ask for access to this endpoint.
⦁ Make a Transactions request
The request specifies a precise date range to extract transaction data from, including start and finish dates. To send a POST request, use the Transactions endpoint.
⦁ Continuous stream of transaction updates
Receive notifications via a webhook whenever there are fresh transactions connected to linked accounts to stay informed.
Investment Planning
Working with thousands of business companies around the world for Ideas
Due to the fact that this endpoint initiates a synchronous request for new data, latency may be higher than it is for other Kuboon endpoints; if you experience problems, you may need to change the timeout period for your requests
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