PDF Statement

D•One provides the ability to retrieve a user's banking data as a statement in PDF format.

The statement includes user information, account details, and all transactions across the user's accounts. The following summary data is also included:

  • Credits Breakdown (Monthly): Aggregates all credit transactions across the user’s accounts for the previous three full calendar months and the current month, grouped by category.
  • Debits Breakdown (Monthly): Aggregates all debit transactions across the user’s accounts for the previous three full calendar months and the current month, grouped by category.
  • Financial Services: Identifies and summarises debit transactions associated with financial products such as mortgages, credit cards, and other similar accounts.
  • Regular Outgoings: Captures recurring debit transactions representing regular expenditure.
  • Potential Missed Payments: Lists possible missed payments in a recurring series.

Example PDF screenshots

Example PDF Page 1 Example PDF Page 2 Example PDF Page 3 Example PDF Transactions Page

Example PDF document

Download Example PDF

Information relating to the endpoint can be found within the API reference page.