Reports API

Analytics, summaries, and spending insights.

Endpoints

Method	Endpoint	Description
GET	/api/v1/reports/monthly-summary	Month overview
GET	/api/v1/reports/trends	Spending over time
GET	/api/v1/reports/top-merchants	Top spending merchants
GET	/api/v1/reports/account-summary	Per-account totals
GET	/api/v1/reports/bucket-summary	Per-bucket totals
GET	/api/v1/reports/month-over-month	Month comparison
GET	/api/v1/reports/spending-velocity	Daily burn rate
GET	/api/v1/reports/anomalies	Unusual transactions

Monthly Summary

GET /api/v1/reports/monthly-summary?year=2024&month=1

Response

{
  "total_income": 5000.00,
  "total_expenses": 3500.00,
  "net": 1500.00,
  "transaction_count": 145,
  "bucket_breakdown": {
    "groceries": {"amount": 450.00, "count": 12},
    "dining": {"amount": 280.00, "count": 8}
  },
  "top_merchants": [
    {"merchant": "Amazon", "amount": 350.00}
  ]
}

Anomaly Detection

GET /api/v1/reports/anomalies?year=2024&month=1&threshold=2.0

Parameters

Parameter	Type	Default	Description
year	int	required	Year
month	int	required	Month (1-12)
threshold	float	2.0	Sensitivity (std deviations)

Response

{
  "summary": {
    "total_anomalies": 5,
    "large_transaction_count": 2,
    "new_merchant_count": 2,
    "unusual_bucket_count": 1,
    "large_threshold_amount": 125.50
  },
  "anomalies": {
    "large_transactions": [...],
    "new_merchants": [...],
    "unusual_buckets": [...]
  }
}

The large_threshold_amount shows the calculated dollar threshold for "large" transactions (mean + threshold × std dev).