📄️ AccountDataTransferRecommendationSummary
No description
📄️ AccountDataTransferRecommendedDates
No description
📄️ AccountDataTransferSnapshotSummary
No description
📄️ AccountDataTransferTransactionSummary
No description
📄️ AccountOriginalProviderData
No description
📄️ AccountSnapshot
No description
📄️ AccountSubtype
No description
📄️ AccountTransferResult
Result of a completed (or failed) account transfer operation.
📄️ AccountTransferStatus
Status of an account transfer operation.
📄️ AccountTypeOption
No description
📄️ AccountTypeSummary
No description
📄️ AccountType
No description
📄️ Account
No description
📄️ AccountsListBlock
Show a filtered list of accounts.
📄️ AccountsTransferEligibility
Eligibility check for transferring account data.
📄️ ActiveReferralCampaign
No description
📄️ ActivityConnection
No description
📄️ ActivityEdge
A Relay edge containing a Activity and its cursor.
📄️ ActivityNode
No description
📄️ AdviceItemCategory
No description
📄️ AdviceItemTaskV2
No description
📄️ AdviceItemTask
No description
📄️ AdviceItemType
No description
📄️ AdviceItemV2
No description
📄️ AdviceItem
No description
📄️ AggregateData
No description
📄️ AggregateGroupBy
No description
📄️ AggregateHoldingConnection
No description
📄️ AggregateHoldingEdge
A Relay edge containing a AggregateHolding and its cursor.
📄️ AggregateHolding
No description
📄️ AggregateSnapshot
No description
📄️ AggregatedRecurringItems
No description
📄️ AggregatedSummary
No description
📄️ AllocationCategoryWeight
One (category, weight) tuple from a holding's allocation breakdown.
📄️ AllocationCategory
A node in the system asset allocation taxonomy.
📄️ AllocationHoldingDetail
No description
📄️ AllocationHoldingsDetailResponse
No description
📄️ AlternativeProviderType
Alternative data provider option for an institution.
📄️ AmountCriteriaV2
No description
📄️ AnnualSpending
No description
📄️ AnswerProfileQuestionV2
No description
📄️ AnswerProfileQuestion
No description
📄️ ApplyAllTransactionRulesToExistingTransactions
No description
📄️ ApplyStripeCancelDiscountOffer
No description
📄️ ArchiveGoal
No description
📄️ ArchiveSavingsGoal
No description
📄️ AssignTaxScheduleCategoryMapping
Assign or reassign a category to a Schedule C line item (upsert by category/schedule/year).
📄️ AssignTransactionToStream
No description
📄️ AssistantFeedback
No description
📄️ AssistantMessage
No description
📄️ AssistantStatusMessage
No description
📄️ BatchedPortfolioPerformance
No description
📄️ BillEventSubscription
Subscription for real-time bill events.
📄️ BillItem
Represents a single item on a bill.
📄️ BillListItem
Represents a bill split in list of bills.
📄️ BillParticipant
Represents a participant in a bill split.
📄️ Bill
Complete bill with all metadata.
📄️ BlockLink
A BlockLink is used to describe what happens when the user clicks on a block. Any block
📄️ Branch
Answer-driven visibility. The client shows this question only when the controlling question's
📄️ BrowserAutomationRunType
No description
📄️ BrowserAutomationSessionType
No description
📄️ BrowserAutomationStatusSubscription
Broadcasts status changes (RUNNING → ENDED, etc.) for all sessions in a household.
📄️ BrowserAutomationStepSubscription
Broadcasts each BrowserStep as the agent executes.
📄️ BrowserAutomationStepType
No description
📄️ BudgetCategoryGroupMonthlyAmounts
Represents a list of monthly amounts for a Category.
📄️ BudgetCategoryMonthlyAmounts
Represents a list of monthly amounts for a Category.
📄️ BudgetData
Overall wrapper object for budget page API
📄️ BudgetFlexMonthlyAmounts
Represents a list of monthly amounts for flex.
📄️ BudgetItem
No description
📄️ BudgetMonthTotals
No description
📄️ BudgetMonthlyAmounts
A single month's planned/actual/remaining/etc amounts (plus other info)
📄️ BudgetRolloverFrequencyInfo
No description
📄️ BudgetRolloverPeriod
No description
📄️ BudgetStatus
No description
📄️ BudgetTotals
No description
📄️ BudgetVariabilityInfo
Represents a budget variability grouping (Fixed, Flex, or Non-monthly).
📄️ BulkDeleteTransactionsMutation
No description
📄️ BulkUpdateTransactionsMutation
No description
📄️ BusinessEntityDemoScenario
A business entity demo scenario available for household creation.
📄️ BusinessEntityFinancialSummary
Financial summary for a single business entity over a date range.
📄️ BusinessEntityInfo
Information about a business entity in a demo scenario.
📄️ BusinessEntityMonthlyBreakdown
Per-month income and expense totals, used for the income sparkline chart.
📄️ BusinessEntityMonthlyNetAssets
Monthly balance snapshot, used for the net assets sparkline chart.
📄️ BusinessEntitySet
No description
📄️ BusinessEntitySummary
Summary of transactions for a single business entity or household.
📄️ BusinessEntity
A business entity representing a distinct financial entity (e.g., Personal, LLC, Side Business).
📄️ CancelDataProviderSwitchMutation
Cancel a pre-execution switch and discard the newly connected credential (DP Switching cancel).
📄️ CancelMessageThread
No description
📄️ CancelSponsorship
No description
📄️ CancelStripeSubscriptionMutation
No description
📄️ CancellationReasonWithSubreason
No description
📄️ CancellationSubreasonOption
No description
📄️ CashFlowProjectionResult
Full projection for one account over one horizon. Powers the Account Details chart.
📄️ CategoryBadge
No description
📄️ CategoryDeletionInfo
Get some information we might want to show a user before deleting a category.
📄️ CategoryGroup
No description
📄️ CategoryRoundTopic
No description
📄️ Category
No description
📄️ ChangeStripeSubscriptionMutation
No description
📄️ CheckActivityMutation
No description
📄️ ClaimBillItem
Claim an item for a participant.
📄️ ClearAllActivitiesMutation
No description
📄️ ClearBudgetMutation
No description
📄️ ClearHoldingClassification
No description
📄️ ClearSecurityClassification
No description
📄️ CloudinaryUploadInfo
No description
📄️ CloudinaryUploadRequestParams
No description
📄️ Company
No description
📄️ CompleteGuessYourSpendPayload
No description
📄️ CompleteRetailSync
Mutation to complete a retail sync.
📄️ ConfirmDataProviderSwitchMappingsMutation
Persist the confirmed account mappings and advance the switch to mappings_confirmed (step 3).
📄️ ConfirmSavingsGoalMigration
Confirm the savings goal migration by marking the household as migrated.
📄️ ConfirmTOTPDevice
Confirm a user's unconfirmed TOTPDevice.
📄️ ConnectedApp
No description
📄️ ConnectionStatuscode
No description
📄️ Constants
No description
📄️ ContactSupportFormData
No description
📄️ ContactSupportImpactField
No description
📄️ ContactSupportReasonField
No description
📄️ ContactSupportTopicField
No description
📄️ ConvertEmployeeTrial
Convert the current employee's trial subscription to an active paid subscription.
📄️ CopySnapshots
No description
📄️ CreateAccountsFromPlaidToken
No description
📄️ CreateAdditionalRecurringTransactionStreamMutation
No description
📄️ CreateAdvisorStripeSubscriptionMutation
Creates a Stripe subscription for an advisor household during onboarding.
📄️ CreateAIReport
Mutation to create an AI-generated report from a description.
📄️ CreateBudgetMutation
No description
📄️ CreateBulkRetailSync
Mutation to create multiple retail syncs for bulk receipt upload.
📄️ CreateCategoryGroupMutation
No description
📄️ CreateCategoryPayload
No description
📄️ CreateCoinbaseAccountMutation
No description
📄️ CreateEquityAccountMutation
No description
📄️ CreateEquityAccountWithGrantsMutation
No description
📄️ CreateEquityGrantMutation
No description
📄️ CreateFeedbackEvent
Mutation to create a new feedback event.
📄️ CreateFinancialInsightExclusion
No description
📄️ CreateFinicityConnectFixUrlMutation
Generates a Connect "Fix" url to re-link an existing credential
📄️ CreateFinicityConnectUrlMutation
Generates a Connect url to begin linking a new credential
📄️ CreateFinicityCredentialsMutation
This is similar to CreateAccountsFromPlaidToken, but for Finicity. It will
📄️ CreateForecastScenarioMutation
Create a new fully-initialized non-duplicate forecast scenario.
📄️ CreateGoalAccountAllocation
No description
📄️ CreateGoalAccountInitialContributions
No description
📄️ CreateGoal
No description
📄️ CreateGoals
No description
📄️ CreateHouseholdAccessGrant
No description
📄️ CreateInstitutionIssueReportMutationPayload
No description
📄️ CreateManualAccountMutation
No description
📄️ CreateManualHolding
No description
📄️ CreateManualInvestmentsAccount
No description
📄️ CreateManualTaxLot
No description
📄️ CreateManualTaxLotsBulk
Create multiple manual tax lots in a single operation.
📄️ CreateMessageThread
No description
📄️ CreateMXConnectFixUrlMutation
Generates a Connect "Fix" url to re-link an existing credential
📄️ CreateMXConnectUrlMutation
Request a Connect URL to create a new member
📄️ CreateMXCredentialsMutation
This is similar to CreateAccountsFromPlaidToken, but for MX. It will
📄️ CreateOrUpdateGoalPlannedContribution
No description
📄️ CreatePaycheckEmployer
No description
📄️ CreatePaycheck
No description
📄️ CreatePlaidLinkTokenMutation
No description
📄️ CreatePromoCodeCheckoutSession
Creates a Stripe checkout session for a one-time promo code purchase.
📄️ CreateRecoveryCodesMutation
No description
📄️ CreateRecurringTransactionStreamMutation
No description
📄️ CreateReportConfiguration
Endpoint to create a report configuration.
📄️ CreateRetailSync
Mutation to create a new retail sync record.
📄️ CreateReviewCheckinMutation
No description
📄️ CreateSavingsGoalContribution
No description
📄️ CreateSavingsGoalWithdrawal
No description
📄️ CreateSavingsGoal
No description
📄️ CreateSavingsGoals
No description
📄️ CreateSpinwheelAccountMappingMutation
Endpoint to create the account mappping in the database.
📄️ CreateSpinwheelTokenMutation
Endpoint to create / authenticate a user with Spinwheel and get a token
📄️ CreateSponsorshipInvites
No description
📄️ CreateStripeCheckoutSession
No description
📄️ CreateStripeSubscriptionMutation
Creates a Stripe subscription for a user's household. This mutation should only be called
📄️ CreateSyncedRealEstateAccount
No description
📄️ CreateSyncedVehicleAccount
No description
📄️ CreateTransactionFilterSetMutation
Endpoint to create a transaction filter set.
📄️ CreateTransactionMutation
No description
📄️ CreateTransactionRuleV2Mutation
No description
📄️ CreateTransactionTag
No description
📄️ CreateTrustedReceiptSender
No description
📄️ CreateUnconfirmedTOTPDevice
Create an unconfirmed TOTP device for the user.
📄️ Credential
No description
📄️ CreditReportLiabilityAccount
No description
📄️ CreditScoreCategoryObjectType
No description
📄️ CreditScoreSnapshot
No description
📄️ DailyBalanceProjection
One day in the projected balance walk.
📄️ DashboardConfig
No description
📄️ DataProviderSwitchAccountMapping
One pre-filled old->new pair (or a lone account we could not pair), with its confidence.
📄️ DataProviderSwitchOperationType
Pollable read model for an in-progress provider switch (step 2).
📄️ DebtAccountProjection
No description
📄️ DebtPaydownBudgetAmountsForMonth
Budget amounts for a single liability account for a single month.
📄️ DebtPaydownBulkLinkingEligibilitySummary
Aggregate eligibility of a bulk transaction selection for debt paydown linking.
📄️ DebtPaydownChartDatum
No description
📄️ DebtPaydownMonthlyBudgetAmounts
Budget amounts for a single liability account across multiple months.
📄️ DebtPaydownPlan
No description
📄️ DecagonToken
No description
📄️ DecimalRange
No description
📄️ DeleteAccountLogoMutation
No description
📄️ DeleteAccountMutation
No description
📄️ DeleteAllHouseholdTransactionTags
No description
📄️ DeleteAllMessageThreads
No description
📄️ DeleteAllReconciliationRecordsForHousehold
No description
📄️ DeleteAllTransactionRules
No description
📄️ DeleteBusinessEntityLogo
Delete the logo from a business entity.
📄️ DeleteBusinessEntity
No description
📄️ DeleteCategoryGroupMutation
No description
📄️ DeleteCategoryMutation
Delete (or disable) a category, and move all rules / transactions to
📄️ DeleteCredentialMutation
No description
📄️ DeleteCreditScoreSnapshotsMutation
Endpoint to delete all credit score snapshots for a user.
📄️ DeleteEquityGrantMutation
No description
📄️ DeleteFinancialInsightExclusion
No description
📄️ DeleteForecastAccountMutation
Delete a linked forecast account whose underlying Account has been soft-deleted.
📄️ DeleteForecastScenarioMutation
Soft-delete a scenario and re-pack the surviving order to `0..N`.
📄️ DeleteGoalAccountAllocation
No description
📄️ DeleteGoalEvent
No description
📄️ DeleteGoalReconciliationRecordsForTransaction
No description
📄️ DeleteGoal
No description
📄️ DeleteHolding
No description
📄️ DeleteHouseholdMutation
No description
📄️ DeleteMerchantLogoMutation
No description
📄️ DeleteMerchantMutation
No description
📄️ DeleteMessageThread
No description
📄️ DeletePaycheckEmployer
No description
📄️ DeletePaycheck
No description
📄️ DeleteReceipt
No description
📄️ DeleteRecurringTransactionStreamMutation
No description
📄️ DeleteReportConfiguration
Endpoint to delete a report configuration.
📄️ DeleteSavingsGoal
No description
📄️ DeleteSyncedSnapshotsMutation
No description
📄️ DeleteSyncedTransactionsMutation
No description
📄️ DeleteTaxLot
No description
📄️ DeleteTaxLotsBulk
Soft delete multiple tax lots in a single operation.
📄️ DeleteTaxScheduleCategoryMapping
Remove a category's mapping from a Schedule C line item.
📄️ DeleteTOTPDevice
Delete a user's TOTP device. This assumes the user only has one, which
📄️ DeleteTransactionAttachmentMutation
No description
📄️ DeleteTransactionFilterSetMutation
Endpoint to delete a transaction filter set.
📄️ DeleteTransactionMutation
No description
📄️ DeleteTransactionRuleV2Mutation
No description
📄️ DeleteTransactionTag
No description
📄️ DeleteTransactionsMutation
No description
📄️ DeleteTrustedReceiptSender
No description
📄️ DeleteUnmatchedRetailSync
Mutation to delete an unmatched retail sync.
📄️ DeleteUserFromHouseholdMutation
No description
📄️ DeleteUserProfilePicture
No description
📄️ DetectRecurrenceGroups
Enqueue V2 persist detection for the caller's household (employee-only).
📄️ DidRequestAppStoreReviewMutation
No description
📄️ DisableCredentialAndDeleteFromDataProviderMutation
No description
📄️ DisconnectCredentialMutation
No description
📄️ DisconnectCredentialsFromDataProviderMutation
No description
📄️ DisconnectDiscord
No description
📄️ DisconnectSpinwheel
Endpoint to disconnect a user from Spinwheel.
📄️ DiscordData
No description
📄️ DiscordOAuthCallback
Handles the OAuth2 callback after the user authorizes Discord access.
📄️ DismissActivity
No description
📄️ DismissBusinessEntitiesBanner
Dismisses the business entities banner. Sets dismissed_business_entities_banner_at and tracks analytics.
📄️ DispatchSavingsGoalMigration
Asynchronously dispatch a Celery task to migrate Goal V2 models to SavingsGoal models.
📄️ DividerBlock
Block used to separate other blocks.
📄️ DownloadScheduleCSession
No description
📄️ DownloadTransactionsSession
No description
📄️ DuplicateForecastScenarioMutation
Deep-copy a scenario (including all child rows) into a new scenario.
📄️ EndBrowserAutomation
Close the browser permanently (cancel or done).
📄️ EntitlementConstantItem
No description
📄️ EntitlementParams
No description
📄️ EquityGrantPreviewResult
Preview result for equity grant calculations
📄️ EquityGrant
No description
📄️ ExtendFreeTrialForSevenDaysMutation
Extends a user's household's free trial for 7 days.
📄️ FeatureEntitlementItem
No description
📄️ FeedbackEvent
GraphQL type for feedback events.
📄️ FieldError
No description
📄️ FileType
For use with FileField
📄️ FinancialInsightActionType
One ordered, executable step belonging to a FinancialInsight. A single insight
📄️ FinancialInsightExclusionType
No description
📄️ FinancialInsightRunType
No description
📄️ FinancialInsightSummaryType
No description
📄️ FinancialInsightType
No description
📄️ FixCoinbaseCredentialMutation
No description
📄️ ForceRefreshAccountMutation
No description
📄️ ForceRefreshAccountProgress
No description
📄️ ForceRefreshAccountsMutation
No description
📄️ ForceRefreshAllAccountsMutation
No description
📄️ ForceRefreshOperationType
No description
📄️ ForecastAccountType
No description
📄️ ForecastCategoryVersionsType
No description
📄️ ForecastEventType
No description
📄️ ForecastParticipantType
No description
📄️ ForecastPriorityRuleType
No description
📄️ ForecastRateAnchorType
A single (year, rate) anchor point in a variable growth rate schedule.
📄️ ForecastScenarioListItemType
Lightweight forecast scenario type for list views.
📄️ ForecastScenarioType
No description
📄️ GetLogoCloudinaryUploadInfoMutation
Get Cloudinary upload info
📄️ GetMerchantLogoCloudinaryUploadInfoMutation
Get Cloudinary upload info
📄️ GetTransactionAttachmentUploadInfoMutation
No description
📄️ GetUserProfilePictureCloudinaryUploadInfoMutation
Get Cloudinary upload info
📄️ GiftedSubscription
No description
📄️ GiveEmployeeInfinitePlusAccess
Give the current employee infinite Premium Plus access.
📄️ GiveEmployeeInfinitePremiumAccess
Give the current employee infinite Premium access.
📄️ GlobalSearch
No description
📄️ GoalAccountAllocationCurrentMonthChange
No description
📄️ GoalAccountAllocationSummaryItem
No description
📄️ GoalAccountAllocation
No description
📄️ GoalAccountCurrentContributionAmounts
No description
📄️ GoalAccountForInitialContribution
No description
📄️ GoalAccountReconciliationRecord
No description
📄️ GoalAccountReconciliationTransactionInfo
No description
📄️ GoalAndAmount
No description
📄️ GoalBudgetAmountsForMonth
A single month's planned/actual/remaining/etc amounts (in budget format)
📄️ GoalContributionMonthlySummary
No description
📄️ GoalContributionsListBlock
Show a filtered list of goal contributions.
📄️ GoalEventAggregationDatum
No description
📄️ GoalEventAggregation
No description
📄️ GoalEventPaginatedFields
No description
📄️ GoalEvent
No description
📄️ GoalMonthlyBudgetAmounts
A single month's planned/actual/remaining/etc amounts (in budget format)
📄️ GoalOption
No description
📄️ GoalPlannedContributionV2
No description
📄️ GoalV2
No description
📄️ Goal
No description
📄️ Gradient
No description
📄️ GroupBlock
Block used to group other blocks together for spacing purposes.
📄️ GuessYourSpendResults
No description
📄️ GuessYourSpend
No description
📄️ Guess
No description
📄️ HistoricalChartForPeriod
No description
📄️ HoldingClassificationSlice
No description
📄️ HoldingClassification
No description
📄️ Holding
No description
📄️ HorizontalBarChartBar
Represents one bar of a bar chart.
📄️ HorizontalBarChartBlock
Block used to show a vertically scrolling chart of horizontal bars.
📄️ HouseholdAccessGrant
No description
📄️ HouseholdInvite
No description
📄️ HouseholdMerchant
No description
📄️ HouseholdPreferences
No description
📄️ HouseholdProfile
No description
📄️ HouseholdSubscription
No description
📄️ Household
No description
📄️ InAppPurchaseDiscountPercent
No description
📄️ InfoBlock
Block used to show a simple information along with a label.
📄️ InitScheduleCDefaultMappings
Generate default Schedule C category-to-line-item mappings for the household.
📄️ InitializeFlexBudgetMutation
No description
📄️ InitializeForecastMutation
No description
📄️ InstitutionIssueReport
No description
📄️ InstitutionMetricType
Individual metric data for an institution connection.
📄️ InstitutionMetricsType
Connection health metrics for an institution.
📄️ InstitutionNotice
No description
📄️ InstitutionReportIssueObjectType
No description
📄️ InstitutionStatusType
Institution status information from ISS API.
📄️ Institution
No description
📄️ InviteUserToHouseholdMutation
No description
📄️ LegacyGoalMigrationData
No description
📄️ LiabilityStatementPaymentsInformation
No description
📄️ LiabilityStatement
No description
📄️ LinkTransactionToGoal
Link or unlink a transaction to/from a savings goal.
📄️ ManualAccountShortcut
No description
📄️ MarkActivityAsReadMutation
No description
📄️ MarkAdviceItemTaskCompleteV2
No description
📄️ MarkAdviceItemTaskComplete
No description
📄️ MarkAdviceItemTaskIncompleteV2
No description
📄️ MarkAdviceItemTaskIncomplete
No description
📄️ MarkAllActivityAsReadMutation
No description
📄️ MarkDataProviderSwitchConnectedMutation
Link the newly connected credential to a switch session and advance it (DP Switching step 2).
📄️ MarkGoalComplete
No description
📄️ MarkGoalIncomplete
No description
📄️ MarkStreamAsNotRecurringMutation
No description
📄️ MatchRetailTransaction
Mutation to manually match retail transaction with monarch transaction (reconcile and update).
📄️ MerchantBadge
No description
📄️ MerchantCriterion
No description
📄️ MerchantPlaybookType
No description
📄️ MerchantRoundTopic
No description
📄️ MerchantWithRecommendedDefaultCategory
A merchant that repeatedly uses one category, suggested as that merchant's default.
📄️ Merchant
No description
📄️ MerchantsListBlock
Show a filtered list of merchants.
📄️ MessageCreatedSubscription
No description
📄️ MessageThreadUpdatedSubscription
No description
📄️ MessageThread
No description
📄️ MessageUpdatedSubscription
No description
📄️ MigrateHouseholdToSavingsGoals
This is meant to be used internally as a way to test the migration.
📄️ MigrateToGoalsV2
Mark that household has migration to goals v2
📄️ MobilePackageMetadata
No description
📄️ MobileSubscriptionOffering
No description
📄️ MonarchMethodAccountSetting
The Monarch Method settings currently saved on an account: inclusion toggle + purpose set.
📄️ MonarchMethodCashFlowFixedExpenseCategory
A single selectable expense category for the Cash Flow pillar picker.
📄️ MonarchMethodCashFlowFixedExpenseSelection
The saved selection echoed by the set mutation: what counts, without recent spend.
📄️ MonarchMethodCashFlowFixedExpenseSettings
Which of the household's expense categories count toward the Cash Flow pillar.
📄️ MonarchMethodCashFlowSummary
Trailing-window cash flow shown on the funnel confirm page.
📄️ MonarchMethodComponentChart
Health-zone scale + metric history for a Monarch Method component over-time chart.
📄️ MonarchMethodComponentScore
No description
📄️ MonarchMethodDataPreview
The inputs the Monarch Method score will use, for the 'confirm what we'll use' funnel page.
📄️ MonarchMethodHealthZone
One band on a component health-zone chart (At risk / Needs work / …).
📄️ MonarchMethodMetricPoint
One point on a component metric time series.
📄️ MonarchMethodNetWorthSummary
Current balances across net-worth-eligible accounts, both as positive magnitudes.
📄️ MonarchMethodPillarDataPoint
One labeled figure from the data behind a pillar's score: a raw value plus a display string.
📄️ MonarchMethodPillarScore
No description
📄️ MonarchMethodResetSummary
What the employee-only reset removed, so the caller can confirm the wipe actually happened.
📄️ MonarchMethodScoreSnapshot
A single persisted daily snapshot of the household's Monarch Method score, for history graphs.
📄️ MonarchMethodScore
No description
📄️ MoveMoneyMutation
No description
📄️ MoveTransactions
No description
📄️ NetWorthChartBlock
Block used to show a net worth chart.
📄️ NotificationPreference
No description
📄️ OnboardingAttributionItem
No description
📄️ OnboardingFinancialGoal
No description
📄️ OwnershipSet
No description
📄️ PageInfo
The Relay compliant PageInfo type, containing data necessary to paginate this connection.
📄️ PageTitleBlock
Block used to show a large page title with optional header & subtitle text.
📄️ ParseBalanceHistoryMutation
No description
📄️ ParseStatementMutation
No description
📄️ ParserColumnMetadata
No description
📄️ PaycheckDeductionTypeTotal
No description
📄️ PaycheckDeduction
No description
📄️ PaycheckDeposit
No description
📄️ PaycheckEmployer
No description
📄️ Paycheck
No description
📄️ PaychecksSummary
No description
📄️ PayloadError
A PayloadError is an error in the response payload of a query or mutation.
📄️ PaymentAccountReferenceType
Payment account the charge bills to, with fields pre-composed for copy use.
📄️ PaymentMethod
No description
📄️ PendingEmailUpdateVerification
No description
📄️ PieChartBlock
Block used to show a pie chart with legend.
📄️ PieChartSlice
Represents one slice of a pie chart.
📄️ PlatformDashboardConfig
No description
📄️ PlusUpgradeTrial
No description
📄️ PopulateBusinessEntityDemo
Populate the current user's household with business entity demo data for testing multi-entity scenarios.
📄️ PopulateMultiRecurrenceDemo
Populate the current user's household with multi-recurrence recurring demo data.
📄️ PortfolioPerformance
No description
📄️ Portfolio
No description
📄️ PreviewAccountDataTransferSnapshots
No description
📄️ PreviewAccountDataTransferTransactions
No description
📄️ PreviewDeleteSyncedTransactionList
This is for the "preview_delete_synced_transactions" API
📄️ PreviewDeleteTransactionList
This is for the "preview_delete_transactions" API
📄️ PreviewRecurrenceDetectionSession
Pollable status/result for an async playground recurrence detection run.
📄️ PriceHistoryEntry
Historical price entry for a company
📄 ️ ProductRoadmapProject
No description
📄️ ProductRoadmapStatus
No description
📄️ ProductRoadmap
No description
📄️ ProfileQuestionAnswer
No description
📄️ ProfileQuestionOption
No description
📄️ ProfileQuestion
No description
📄️ ProfileQuestionnaireState
No description
📄️ ProfileQuestionnaire
Object passed in should be a Questionnaire instance
📄️ PromoCode
No description
📄️ PromptSegmentType
A segment of a prompt with optional entity highlighting.
📄️ QuestionnaireAnswerOption
A selectable answer for a select question: the value to submit plus backend-owned display copy.
📄️ QuestionnaireAnswer
No description
📄️ QuestionnaireQuestionState
No description
📄️ QuestionnaireQuestion
No description
📄️ QuestionnaireState
No description
📄️ ReactivateStripeSubscriptionMutation
Reactivates a user's household's Stripe subscription after they have canceled.
📄️ RecapCard
No description
📄️ RecapGeneratedSubscription
Subscription for recap generation - broadcasts when a recap is generated.
📄️ Recap
No description
📄️ RecommendedCategory
No description
📄️ RecommendedMerchant
No description
📄️ ReconcileAccountGoalSpendingForTransactions
No description
📄️ ReconcileExternalSpending
No description
📄️ RecordBusinessEntitiesBannerImpression
Records an impression when the business entities banner enters the viewport.
📄️ RecordRecurrenceGroupNewBadgeImpressions
Count one 'New' indicator impression per listed group for the calling user.
📄️ RecordSmartPromptClick
Record that a smart prompt was clicked by the user.
📄️ RecordSmartPromptImpression
Record that a smart prompt was shown to the user.
📄️ RecordSmartPromptImpressions
Record that multiple smart prompts were shown to the user.
📄️ RecurrenceDetectionGroup
A recurrence group produced by running detection over a set of transactions.
📄️ RecurrenceDetectionMerchantStatus
Per-merchant outcome from playground preview detection.
📄️ RecurrenceDetectionTransaction
A single transaction belonging to a detected recurrence group.
📄️ RecurrenceGroup
A V2 recurring group. Most fields are derived on read from the group's assigned transactions
📄️ RecurringGroupByEntity
No description
📄️ RecurringItemsGroup
No description
📄️ RecurringMerchantSearchData
No description
📄️ RecurringRemainingDueData
No description
📄️ RecurringTransactionCalendarItem
No description
📄️ RecurringTransactionItem
No description
📄️ RecurringTransactionNextForecastedTransaction
No description
📄️ RecurringTransactionStream
No description
📄️ RedeemTrustAndWillMutation
No description
📄️ ReferralRedemption
No description
📄️ ReferralStatistics
No description
📄️ RegisterParticipant
Register a participant to a bill split.
📄️ RelatedMerchantType
No description
📄️ ReleasePendingStripeCheckoutSession
No description
📄️ RemoveEmployeeEntitlements
Remove all entitlements from the current employee's household.
📄️ ReplaceForecastEventsMutation
No description
📄️ ReportConfiguration
No description
📄️ ReportViewOutput
GraphQL output type for report view configuration.
📄️ ReportsData
No description
📄️ ReportsGroupByData
No description
📄️ RequestEmailReport
Employee only endpoint to send a monthly email report to yourself.
📄️ RequestInstitution
No description
📄️ ResendInviteToHouseholdMutation
No description
📄️ ResendReferralRewardEmail
No description
📄️ ResendTrustedReceiptSenderVerification
No description
📄️ ResetAdvice
Employee only API to delete all profile question answers and advice
📄️ ResetAiAssistantOptInMutation
Employee-only mutation to reset the AI assistant opt-in status.
📄️ ResetAndSyncAccountMutation
No description
📄️ ResetBudgetMutation
No description
📄️ ResetBudgetRolloverMutation
No description
📄️ ResetCategorizationMemoryMutation
No description
📄️ ResetEmployeeAndSubscribe
Reset the current employee and create a fresh Stripe subscription with a 7-day trial.
📄️ ResetEmployeeToNoSubscription
Reset the current employee to a clean state with no subscription.
📄️ ResetForecastDataMutation
No description
📄️ ResetHouseholdMerchantRecurringSearchMutation
No description
📄️ ResetMonarchMethod
Wipe every piece of saved Monarch Method state for the caller's own household.
📄️ ResetRecapMutation
Mutation to reset (delete) a weekly recap for the given date range.
📄️ ResetRecurrenceGroupDetection
Delete the caller's household's V2 groups so detection re-runs from scratch (employee-only).
📄️ ResolutionBlocksData
Mainly used to represent the recommended resolution blocks that are returned
📄️ ResolutionButtonBlock
No description
📄️ ResolutionLinkBlock
No description
📄️ ResolutionMessageBlock
No description
📄️ RestoreCategoryMutation
Delete (or disable) a category, and move all rules / transactions to
📄️ RetailExtensionSettings
No description
📄️ RetailLineItem
No description
📄️ RetailOrderConnection
No description
📄️ RetailOrderEdge
A Relay edge containing a RetailOrder and its cursor.
📄️ RetailOrder
No description
📄️ RetailSyncStage
No description
📄️ RetailSync
No description
📄️ RetailSyncsWithTotal
No description
📄️ RetailTransactionConnection
No description
📄️ RetailTransactionEdge
A Relay edge containing a RetailTransaction and its cursor.
📄️ RetailTransaction
No description
📄️ RetailUserAttachment
No description
📄️ RetailVendorSettings
No description
📄️ ReviewCheckinMonthDetails
No description
📄️ ReviewCheckin
No description
📄️ ReviewMerchant
No description
📄️ ReviewPageBackground
Specify whether a page has a solid color background or a gradient.
📄️ ReviewPage
Single page of a review. Each page contains a list of blocks that represent the UI components.
📄️ ReviewRecurringStreamMutation
No description
📄️ Review
Base review type that consists of multiple pages.
📄️ RevokeConnectedApp
No description
📄️ RevokeHouseholdAccessGrant
No description
📄️ RevokeInviteToHouseholdMutation
No description
📄️ RevokeSponsorshipInvite
No description
📄️ Round
No description
📄️ RunBrowserAgent
Run the agent on an existing browser session. Blocks 40-120s.
📄️ SaveDebtPaydownProjectionToBudget
Set the budget amounts for debt paydown based on the projection from the debt paydown calculator.
📄️ SaveForecastAccountsMutation
No description
📄️ SaveForecastParticipantOverridesMutation
No description
📄️ SaveForecastPriorityRulesMutation
No description
📄️ SaveForecastScenarioKpisMutation
No description
📄️ SavingsGoalBudgetAmountsForAccount
Budget amounts for a single savings goal for a single month, scoped to a specific account.
📄️ SavingsGoalBudgetAmountsForMonth
Budget amounts for a single savings goal for a single month.
📄️ SavingsGoalBulkLinkingEligibilitySummary
Aggregate eligibility of a bulk transaction selection for savings goal linking.
📄️ SavingsGoalMigrationStatusType
No description
📄️ SavingsGoalMonthlyBudgetAmounts
Budget amounts for a single savings goal across multiple months.
📄️ SavingsGoalRecommendedMonthlyContributions
Calculated recommended contribution amount to reach target amount of goal.
📄️ SavingsGoal
No description
📄️ ScheduleCLineItemInfoType
Metadata about a Schedule C line item.
📄️ SearchResult
No description
📄️ SecurityClassificationSlice
No description
📄️ SecurityClassification
No description
📄️ SecurityPerformanceChartDatum
No description
📄️ SecurityPerformance
No description
📄️ SecurityPriceChange
No description
📄️ SecurityType
No description
📄️ Security
No description
📄️ SemanticSearch
No description
📄️ SendCreditScoreNotificationMutation
Endpoint to send a credit score notification to a user (employee-only).
📄️ SendMessage
No description
📄️ SetAccountLogoMutation
No description
📄️ SetAccountTargetThreshold
Set (or clear) an account's `target_threshold` — the balance the projection alerts on.
📄️ SetDebtPaydownBudgetAmount
Set the budget amount for a debt account for a specific month.
📄️ SetEmployeeActiveSubscription
Set the current employee to an active subscription state (trial converted, subscription active).
📄️ SetEmployeeBillingIssue
Toggle the billing issue state on the current employee's household.
📄️ SetEmployeeCancellationDiscountUsed
Toggle whether the cancellation discount has been used for the current employee.
📄️ SetEmployeeExpiredTrial
Set the current employee to an expired-trial state (trial ended, never paid).
📄️ SetEmployeePlusTrialFields
Modify Plus trial fields on the current employee's subscription.
📄️ SetEmployeeSubscriptionEnded
Set the current employee to a subscription-ended state (as if it ended a month ago).
📄️ SetFinancialInsightsEnabled
No description
📄️ SetHoldingClassification
No description
📄️ SetMerchantLogoMutation
No description
📄️ SetMonarchMethodAccountSettings
Update the Monarch Method settings for one or more of the current household's accounts.
📄️ SetMonarchMethodCashFlowFixedExpenseSettings
Set which of the household's expense categories count toward the Cash Flow pillar.
📄️ SetSavingsGoalBudgetAmount
Set the budget amount for a savings goal for a specific month.
📄️ SetSecurityClassification
No description
📄️ SetTransactionTags
No description
📄️ SetUserOnboardingFinancialGoalMutation
No description
📄️ SetUserProfilePictureMutation
No description
📄️ ShareClaim
Represents a user's claim on share of a bill item.
📄️ ShareMonarchBlock
Block used to group other blocks together for sharing purposes.
📄️ ShareableBlock
Block used to group other blocks together for sharing purposes.
📄️ SimplePortfolioAliquot
No description
📄️ SmartPromptType
A personalized prompt suggestion for the user.
📄️ SnapshotByType
No description
📄️ SoftDeleteFinancialInsight
No description
📄️ SparklineRowBlock
Block used to show a row with a large title and sparkline.
📄️ SpendFromGoal
Legacy mutation for spending from a savings goal.
📄️ SpendingRange
No description
📄️ SpinwheelUser
No description
📄️ SplitTransactionsActionInfo
No description
📄️ SplitTransactionsAction
No description
📄️ SponsoredHouseholdInfo
No description
📄️ StackedBarChartBlock
Block used to show a bar chart with multiple groups and a total line
📄️ StackedBarChartDataPoint
Represents one data point of a stacked bar chart
📄️ StartBrowserAutomation
Create a browser session. Derives playbook from the insight's FK.
📄️ StartDataProviderSwitchMutation
Open a "switch provider" session for a credential and return its id (DP Switching step 1).
📄️ StartDownloadScheduleCSession
No description
📄️ StartDownloadTransactionsSession
No description
📄️ StartPreviewRecurrenceDetection
Start async recurrence preview on the caller's household (employee-only).
📄️ StartRetailSync
Mutation to initialize and start a retail sync.
📄️ StartSavingsGoalMigration
Synchronously migrate Goal V2 models to SavingsGoal models for the current household.
📄️ StaticToken
No description
📄️ StripeCancellationDiscountOffer
No description
📄️ StripeInvoice
No description
📄️ StripeSubscriptionOffering
No description
📄️ SubmitAssistantFeedback
No description
📄️ SubmitBillSplitInitiatorEditMutation
Mutation to submit initiator edits to a bill split.
📄️ SubmitProductFeedback
Submit member product feedback; stored locally and forwarded to Voltron.
📄️ SubmitQuestionnaireAnswer
No description
📄️ SubscriptionCancellationReason
No description
📄️ SubscriptionPlan
No description
📄️ SubscriptionSponsorInfo
No description
📄️ SubscriptionSponsor
No description
📄️ SubscriptionSponsorshipDemoAccount
No description
📄️ SubscriptionSponsorshipInfo
No description
📄️ SubscriptionSponsorshipInvite
No description
📄️ SubscriptionSponsorship
No description
📄️ SuccessBlock
Block used to show the success icon and, optionally, some confetti.
📄️ SummaryByRecurringType
No description
📄️ SupportAccountAccessGrant
No description
📄️ SyncAppleFinanceKitAccountInfo
No description
📄️ SyncCredentialAfterReconnectMutation
Mutation to be called after a user completes a credential reconnect flow (any provider).
📄️ SyncEmployeeSubscription
Resync the current employee's subscription from RevenueCat/Stripe.
📄️ TaxLotCreationError
Error information for a failed tax lot creation.
📄️ TaxLotPerformanceDatum
No description
📄️ TaxLotPerformance
No description
📄️ TaxLot
No description
📄️ TaxScheduleCategoryMappingType
Maps a Monarch category to a tax schedule line item.
📄️ TaxTreatmentComponentType
No description
📄️ TaxTreatmentConfigType
No description
📄️ TextBlock
Block used to show a simple text label.
📄️ TimeframePeriod
No description
📄️ ToggleBillSyncTrackingMutation
Endpoint to toggle bill sync tracking for a user.
📄️ ToggleCreditScoreTrackingMutation
Endpoint to toggle credit score tracking for a user.
📄️ ToggleSupportAccountAccessMutation
No description
📄️ TopInstitutionGroup
No description
📄️ TOTPDevice
No description
📄️ TransactionAddAttachmentMutation
No description
📄️ TransactionAttachmentUploadInfo
No description
📄️ TransactionAttachmentUploadRequestParams
No description
📄️ TransactionAttachment
No description
📄️ TransactionCategorizationDetails
This is a type meant to be used for debugging categorizations.
📄️ TransactionExplanation
No description
📄️ TransactionFilterOutput
TransactionFilters as a GraphQL object, used to return filters for an AI Generated Report
📄️ TransactionFilterSet
No description
📄️ TransactionFiltersMetadata
No description
📄️ TransactionIdMatchPreview
No description
📄️ TransactionListDisplayAttribute
No description
📄️ TransactionListDisplayPreferences
No description
📄️ TransactionList
This one is for the "all_transactions" API
📄️ TransactionPreviewList
No description
📄️ TransactionPreview
No description
📄️ TransactionRuleApplicationCount
No description
📄️ TransactionRuleV2
No description
📄️ TransactionTag
No description
📄️ Transaction
No description
📄️ TransactionsListBlock
Show a filtered list of transactions.
📄️ TransactionsSummary
No description
📄️ TransferAccountDataAsyncMutation
Asynchronously transfer account data (transactions and/or snapshots) from one account to another.
📄️ TransferAccountDataMutation
No description
📄️ TriggerRecurringMerchantSearchMutation
No description
📄️ TrustAndWillRedemption
No description
📄️ TrustedReceiptSenderType
No description
📄️ UnarchiveGoal
No description
📄️ UnarchiveSavingsGoal
No description
📄️ UnclaimBillItem
Unclaim an item that was previously claimed.
📄️ UndeleteAccountMutation
No description
📄️ UndoHouseholdSavingsGoalsMigration
Undo the migration from Goal V2 to SavingsGoal models for the current household.
📄️ UnmatchRetailTransaction
Mutation to manually unmatch a retail transaction from its linked Monarch transaction.
📄️ UnsupportedAccount
No description
📄️ UpcomingStripeInvoice
No description
📄️ UpdateAccountGroupOrderMutation
No description
📄️ UpdateAccountIncludeInGoals
No description
📄️ UpdateAccountMutation
No description
📄️ UpdateAccountOrderMutation
No description
📄️ UpdateAccountsMutation
No description
📄️ UpdateAllNotificationPreferencesForPlatform
No description
📄️ UpdateBillAmountMutation
Endpoint to update the bill amount of a credit report liability statement.
📄️ UpdateBillPaidMutation
Endpoint to mark a credit report liability statement paid or unpaid.
📄️ UpdateBillingPostalCodeMutation
No description
📄️ UpdateBudgetSettingsMutation
No description
📄️ UpdateCategoryGroupMutation
No description
📄️ UpdateCategoryGroupOrderMutation
No description
📄️ UpdateCategoryOrderInCategoryGroupMutation
No description
📄️ UpdateCategoryPayload
No description
📄️ UpdateCompanyMutation
No description
📄️ UpdateCredentialMutation
No description
📄️ UpdateDashboardConfigMutation
No description
📄️ UpdateDoNotSellOrShare
No description
📄️ UpdateEquityGrantMutation
No description
📄️ UpdateFinancialInsightStatus
No description
📄️ UpdateForecastScenarioComparison
No description
📄️ UpdateForecastScenarioMutation
No description
📄️ UpdateForecastScenarioOrderMutation
Replace the household's scenario order with the supplied list.
📄️ UpdateGoalAccountAllocation
No description
📄️ UpdateGoalEvent
No description
📄️ UpdateGoalPriorities
No description
📄️ UpdateGoal
No description
📄️ UpdateGoals
Bulk version of UpdateGoal
📄️ UpdateHolding
No description
📄️ UpdateHouseholdExperimentAssignment
Employee-only mutation to manually add or remove a household from a persisted A/B experiment.
📄️ UpdateHouseholdPreferences
No description
📄️ UpdateHouseholdProfile
No description
📄️ UpdateMe
No description
📄️ UpdateMerchantMutation
No description
📄️ UpdateMyHousehold
No description
📄️ UpdateNotificationPreferences
No description
📄️ UpdateOrCreateBudgetItemMutation
No description
📄️ UpdateOrCreateFlexBudgetItemMutation
No description
📄️ UpdateOrCreateStripePaymentMethodMutation
No description
📄️ UpdatePaycheckEmployer
No description
📄️ UpdatePaycheck
No description
📄️ UpdateRecurringTransactionStreamMutation
No description
📄️ UpdateRenewalReminder
No description
📄️ UpdateReportConfiguration
Endpoint to update a report configuration.
📄️ UpdateRetailOrder
Mutation to update retail order, transactions and line items.
📄️ UpdateRetailVendorSettings
Mutation to update the retail vendor settings.
📄️ UpdateReviewCheckinMutation
No description
📄️ UpdateSavingsGoal
No description
📄️ UpdateSavingsGoalsPriorities
No description
📄️ UpdateSponsor
No description
📄️ UpdateSponsorshipInvite
No description
📄️ UpdateTaxLot
No description
📄️ UpdateTransactionListDisplayPreferences
No description
📄️ UpdateTransactionMutation
No description
📄️ UpdateTransactionRuleOrderV2Mutation
No description
📄️ UpdateTransactionRuleV2Mutation
No description
📄️ UpdateTransactionSplitMutation
No description
📄️ UpdateTransactionTagOrder
No description
📄️ UpdateTransactionTag
No description
📄️ UpdateUserFinancialProfile
Mutation for household members to update financial and demographic profile
📄️ UpdateUserProfile
No description
📄️ UploadBalanceHistorySession
No description
📄️ UploadStatementSession
No description
📄️ UploadedStatement
No description
📄️ UpsertBusinessEntity
No description
📄️ UpsertCreditScoreSnapshotMutation
No description
📄️ UserAttributionData
No description
📄️ UserDevicesUsage
No description
📄️ UserExternalAuth
No description
📄️ UserFinancialProfile
No description
📄️ UserMessage
No description
📄️ UserOnboardingFinancialGoal
No description
📄️ UserOnboardingTemplate
No description
📄️ UserProfilePicture
No description
📄️ UserProfile
No description
📄️ UserTemplateCategoryGroup
No description
📄️ UserTemplateCategory
No description
📄️ UserTemplateSavingsGoal
No description
📄️ User
No description
📄️ Vehicle
No description
📄️ VerifyTrustedReceiptSender
No description
📄️ VestingTimelineEntry
Monthly breakdown of grant status for charts
📄️ VirtualTransaction
One projected (not-yet-real) transaction derived from a recurring stream.
📄️ WithdrawAllGoalContributionsFromAccount
No description
📄️ ZestimateResult
No description