Assets object

Attribute

Type

Description

id

number

Unique identifier for asset

type_name

string

Primary type of the account. Must be one of:

  • employee compensation

  • cash

  • vehicle

  • loan

  • cryptocurrency

  • investment

  • other

  • credit

  • real estate

subtype_name

string

Optional account subtype. Examples include:

  • retirement

  • checking

  • savings

  • prepaid credit card

name

string

Name of the asset

balance

string

Current balance of the account in numeric format to 4 decimal places

balance_as_of

string

Date/time the balance was last updated in ISO 8601 extended format

currency

string

Three-letter lowercase currency code of the balance

institution_name

string

Name of institution holding the account

created_at

string

Date/time the asset was created in ISO 8601 extended format