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SavingsGoal

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type SavingsGoal {
allocationAmountsByAccount: [GoalAccountCurrentContributionAmounts]
archivedAt: DateTime
balanceThisMonth: Float!
completedAt: DateTime
contributionTotal: Float!
createdAt: DateTime!
currentBalance: Float!
currentMonthActualBudgetAmount: Float!
currentMonthPlannedContributionAmount: Float!
estimatedMonthsUntilCompletion: Int
forecastedCompletionDate: Date
goalEvent(
id: ID!
): GoalEvent
goalEventAggregation(
endDate: Date
excludeEventsBeforeV3Migration: Boolean
excludeEventsNotInBudget: Boolean
groupEventsAfterToday: Boolean
groupingPeriod: GoalEventAggregationGroupingPeriodType
startDate: Date
today: Date
): GoalEventAggregation!
goalEvents: [GoalEvent] @deprecated
goalEventsPaginated(
endDate: Date
limit: Int
offset: Int
startDate: Date
): GoalEventPaginatedFields!
hasFutureBudgetDifferentFromCurrentMonth: Boolean!
id: ID!
imageStorageProvider: String
imageStorageProviderId: String
isArchived: Boolean
isSinkingFund: Boolean
linkedAccounts: [Account]!
monthlyBudgetAmounts(
endMonth: Date!
startMonth: Date!
): [SavingsGoalBudgetAmountsForMonth!]!
name: String!
netContribution: Float!
netContributionWithSpending: Float!
netContributionWithoutSpending: Float!
plannedMonthlyContribution: Float @deprecated
priority: Int!
progress: Float!
rebalanceTotal: Float!
spendingTotal: Float!
status: GoalStatus
targetAmount: Float
targetDate: Date
type: String!
withdrawalTotal: Float!
}

Fields​

SavingsGoal.allocationAmountsByAccount ● [GoalAccountCurrentContributionAmounts] list object​

SavingsGoal.archivedAt ● DateTime scalar​

SavingsGoal.balanceThisMonth ● Float! non-null scalar​

The balance of this goal for the current month. Sums the goal events for the current month only.

SavingsGoal.completedAt ● DateTime scalar​

SavingsGoal.contributionTotal ● Float! non-null scalar​

SavingsGoal.createdAt ● DateTime! non-null scalar​

SavingsGoal.currentBalance ● Float! non-null scalar​

SavingsGoal.currentMonthActualBudgetAmount ● Float! non-null scalar​

The actual budget amount for the current month.

SavingsGoal.currentMonthPlannedContributionAmount ● Float! non-null scalar​

The planned contribution amount for the current month. We use this field for when editing goals when there are no differences between the current and planned contribution amounts.

SavingsGoal.estimatedMonthsUntilCompletion ● Int scalar​

SavingsGoal.forecastedCompletionDate ● Date scalar​

SavingsGoal.goalEvent ● GoalEvent object​

Fetch a single goal event by ID. Returns null if the event does not belong to this goal.

SavingsGoal.goalEvent.id ● ID! non-null scalar​

SavingsGoal.goalEventAggregation ● GoalEventAggregation! non-null object​

Returns the goal events aggregated by period. Intended for use in the goal event timeline. Will return at most 1000 data points.

SavingsGoal.goalEventAggregation.endDate ● Date scalar​

The end date to aggregate goal events for. If not provided, then the end date is derived from the forecasted completion date or target date of the goal.

SavingsGoal.goalEventAggregation.excludeEventsBeforeV3Migration ● Boolean scalar​

If true, only include goal events that are after the v3 migration date.

SavingsGoal.goalEventAggregation.excludeEventsNotInBudget ● Boolean scalar​

If true, only include goal events that are included in the budget.

SavingsGoal.goalEventAggregation.groupEventsAfterToday ● Boolean scalar​

If true, all events dated after today are collapsed into a single bucket whose date is today + 1 day. Defaults to true.

SavingsGoal.goalEventAggregation.groupingPeriod ● GoalEventAggregationGroupingPeriodType enum​

The type of grouping to use for the timeline data. If not provided, the grouping is derived from the forecasted completion date or target date of the goal.

SavingsGoal.goalEventAggregation.startDate ● Date scalar​

The start date to aggregate goal events for. If not provided, the start date is derived from the earliest goal event date.

SavingsGoal.goalEventAggregation.today ● Date scalar​

The date to aggregate goal events for. If not provided, then the current date is used.

SavingsGoal.goalEventsPaginated ● GoalEventPaginatedFields! non-null object​

SavingsGoal.goalEventsPaginated.endDate ● Date scalar​

The end date to filter events by. Defaults to None.

SavingsGoal.goalEventsPaginated.limit ● Int scalar​

The maximum number of events to return. Defaults to 100. Is capped at 500.

SavingsGoal.goalEventsPaginated.offset ● Int scalar​

The offset to start from. Defaults to 0.

SavingsGoal.goalEventsPaginated.startDate ● Date scalar​

The start date to filter events by. Defaults to None.

SavingsGoal.hasFutureBudgetDifferentFromCurrentMonth ● Boolean! non-null scalar​

Whether any future month's budget differs from the current month.

SavingsGoal.id ● ID! non-null scalar​

SavingsGoal.imageStorageProvider ● String scalar​

SavingsGoal.imageStorageProviderId ● String scalar​

SavingsGoal.isArchived ● Boolean scalar​

SavingsGoal.isSinkingFund ● Boolean scalar​

SavingsGoal.linkedAccounts ● [Account]! non-null object​

SavingsGoal.monthlyBudgetAmounts ● [SavingsGoalBudgetAmountsForMonth!]! non-null object​

Monthly budget amounts (planned, actual, remaining) for this goal across a date range.

SavingsGoal.monthlyBudgetAmounts.endMonth ● Date! non-null scalar​
SavingsGoal.monthlyBudgetAmounts.startMonth ● Date! non-null scalar​

SavingsGoal.name ● String! non-null scalar​

SavingsGoal.netContribution ● Float! non-null scalar​

SavingsGoal.netContributionWithSpending ● Float! non-null scalar​

SavingsGoal.netContributionWithoutSpending ● Float! non-null scalar​

SavingsGoal.priority ● Int! non-null scalar​

SavingsGoal.progress ● Float! non-null scalar​

SavingsGoal.rebalanceTotal ● Float! non-null scalar​

SavingsGoal.spendingTotal ● Float! non-null scalar​

SavingsGoal.status ● GoalStatus enum​

SavingsGoal.targetAmount ● Float scalar​

SavingsGoal.targetDate ● Date scalar​

SavingsGoal.type ● String! non-null scalar​

SavingsGoal.withdrawalTotal ● Float! non-null scalar​

Show deprecated

Returned By​

savingsGoal query ● savingsGoals query

Member Of​

Account object ● ArchiveSavingsGoal object ● CreateSavingsGoal object ● CreateSavingsGoals object ● GoalAndAmount object ● GoalEvent object ● SavingsGoalBudgetAmountsForMonth object ● SavingsGoalMonthlyBudgetAmounts object ● TransactionFilterSet object ● TransactionFiltersMetadata object ● TransactionPreview object ● TransactionRuleV2 object ● UnarchiveSavingsGoal object ● UpdateSavingsGoal object ● UpdateSavingsGoalsPriorities object