Skip to main content
Version: v3

Pivot group service

The Pivot Group Service is designed to aggregate and analyze bank transactions from multiple accounts, possibly across several banks, into a unified dataset. It calculates total transactions and averages over specified periods and categories, helping users better understand their financial behavior over time.

Calling the Pivot group service​

Please refer to the API reference for the Pivot group service for all technical details on how to call this service.

Key Features:​

  • Aggregated Totals: Provides the total amount of transactions per category, aggregated over specific periods (daily, weekly, monthly, quarterly, semester, or yearly).
  • Averages per Category: Calculates averages per category, using continuous periods of complete months (from the first to the last day of each month). Incomplete months are excluded from the averages to ensure accuracy.
  • Standard Categories: Follows standard category schemes (e.g., Nibud) for consistent classification of transactions.

Output:​

The response from the service includes:

  • Date Range: The period covered by the processed transactions, with from and to dates indicating the start and end of the period.
  • Unit of Time: The selected unit of aggregation (e.g., day, week, month).
  • Groups of Transactions: The response contains an array of transaction groups, with detailed breakdowns for each:
  • ID and Name: Identifiers and names for each group and categories.
  • Categories: Each group is divided into categories, containing:
  • Type: A category type, where 0 = Invalid.
  • Amount: The total transaction amount for the category.
  • Average: The calculated average transaction amount for the category.
  • Count: The number of transactions in the category.
  • Values: Each value contains the date range (from and to) of the transactions within the period.
  • Amount and Count: Total transaction amount and the number of transactions for that specific period.
  • Aggregated Values: For each group, aggregated values are provided, such as the total transaction amount, the average, and the count of transactions across the entire group.

The categories that are used in the Pivot group service can be found in the standard scheme (See Nibud scheme)