├── .github └── workflows │ └── update-assets-date.yaml ├── LICENSE ├── README.md ├── assets ├── assets_credit_categories.json ├── assets_custom_user.json └── assets_custom_user2.json ├── auth ├── auth_canada_custom_user.json ├── auth_custom_user.json ├── auth_ireland_custom_user.json └── auth_uk_custom_user.json ├── blank_template_custom_sandbox_user.json ├── identity ├── identity_multiple_names_custom_user.json ├── joint_owner_identity_custom_user.json └── leslie_knope_financial_account_matching.json ├── income ├── SMBCustomUser.json ├── SSAuser.json ├── bank_income_basic.json ├── bank_income_custom_user_5_income_sources.json ├── bank_income_custom_user_6+_employers_in_90_days.json ├── bank_income_custom_user_random_income_over_90_days.json ├── document_income │ ├── README.md │ ├── ocr_failure.json │ ├── paystub_and_risk_signals.json │ ├── risk_signals_failure.json │ ├── risk_signals_password_protected.json │ ├── risk_signals_virus_detected.json │ └── w2.json ├── payroll_income_custom_user.json ├── selfEmployedGiguser.json ├── transactions+inflow_custom_user.json └── welderTestUser.json ├── investments └── brokerage_custom_user.json ├── liabilities └── student_loan_custom_user.json ├── transactions ├── business_account.json └── transactions_checking+savings_custom_user.json └── update_dates.py /.github/workflows/update-assets-date.yaml: -------------------------------------------------------------------------------- 1 | name: Update Transaction Dates for Assets Users 2 | 3 | on: 4 | schedule: 5 | - cron: "30 0 * * *" # Runs at 00:30 UTC every day. 6 | workflow_dispatch: # Allows you to manually run this workflow from the Actions tab 7 | 8 | jobs: 9 | update-date: 10 | runs-on: ubuntu-latest 11 | 12 | steps: 13 | - name: Checkout repository 14 | uses: actions/checkout@v4 15 | 16 | - name: Set up Python 17 | uses: actions/setup-python@v4 18 | with: 19 | python-version: "3.x" 20 | 21 | - name: Say hello 22 | run: | 23 | echo "Hello from the workflow branch!" 24 | 25 | - name: Run the script to update the date 26 | run: python update_dates.py 27 | 28 | - name: Commit and push if there are changes 29 | run: | 30 | git config --global user.email "4397978+ToddKerpelman@users.noreply.github.com" 31 | git config --global user.name "ToddBot" 32 | git diff --quiet || (git commit -am "Auto-update dates" && git push) 33 | -------------------------------------------------------------------------------- /LICENSE: -------------------------------------------------------------------------------- 1 | MIT License 2 | 3 | Copyright (c) 2022 Plaid 4 | 5 | Permission is hereby granted, free of charge, to any person obtaining a copy 6 | of this software and associated documentation files (the "Software"), to deal 7 | in the Software without restriction, including without limitation the rights 8 | to use, copy, modify, merge, publish, distribute, sublicense, and/or sell 9 | copies of the Software, and to permit persons to whom the Software is 10 | furnished to do so, subject to the following conditions: 11 | 12 | The above copyright notice and this permission notice shall be included in all 13 | copies or substantial portions of the Software. 14 | 15 | THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR 16 | IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, 17 | FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE 18 | AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER 19 | LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, 20 | OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE 21 | SOFTWARE. 22 | -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | # Overview 2 | 3 | This repo contains JSON files specifying custom users suitable for testing Plaid integrations on Sandbox, to test complex or custom scenarios. These files are a starting place for testing -- you can also edit these files before adding them to Sandbox, in order to further customize the test data to your needs. 4 | 5 | > [!TIP] 6 | > Also check out Plaid's selection of [pre-populated Sandbox test users](https://plaid.com/docs/sandbox/test-credentials/). These users are easier to work with than custom Sandbox users and allow you to test some common scenarios that custom Sandbox users don't support, like dynamically updating data (Transactions), or micro-deposit flows (Auth). 7 | 8 | # How to use these files 9 | 10 | You can add these users to the Sandbox environment via the [Test Users page in the Plaid Dashboard](https://dashboard.plaid.com/developers/sandbox?tab=testUsers). For more details, see [Configuring the custom user account](https://plaid.com/docs/sandbox/user-custom/#configuring-the-custom-user-account) in the Plaid documentation. 11 | 12 | The dates in these test files are automatically updated daily such that the most recent date will be set to today, and then all other dates are adjusted proportionately. After loading these files into Sandbox, you may need to occasionally updates them so that Income transactions and data are within the past 90 days, and transactions for other products are within the last 2 years. You can do this by re-fetching these files from Github, or running the `update_dates.py` script. 13 | 14 | If you want to customize these files further, see the [Custom User configuration object schema](https://plaid.com/docs/sandbox/user-custom/#configuration-object-schema) for detailed documentation on available options and fields. 15 | 16 | > [!WARNING] 17 | > At OAuth institutions, certain less frequently used customized fields may be overridden by the default values after the Link flow has completed. If this occurs, retry the configuration using a non-OAuth institution. 18 | 19 | # Contributing 20 | 21 | We encourage contributions to this repo. Feel free to submit and add your own test users. Important: never contribute real user data, even if it has been anonymized, unless it is your own, personal data that you have the right to share (i.e., not data belonging to a customer of your service). 22 | -------------------------------------------------------------------------------- /assets/assets_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "identity": { 7 | "names": [ 8 | "John Smith" 9 | ], 10 | "addresses": [ 11 | { 12 | "data": { 13 | "city": "New York", 14 | "country": "US", 15 | "postal_code": "10003", 16 | "region": "NY", 17 | "street": "10003 Broadway Road" 18 | }, 19 | "primary": true 20 | } 21 | ] 22 | }, 23 | "transactions": [ 24 | { 25 | "date_transacted": "2025-06-06", 26 | "date_posted": "2025-06-07", 27 | "amount": 292.29, 28 | "description": "DEBIT CRD AUTOPAY 98712 000000000098712 KIUYPKFWRSGT YOTLKJHAUXL C", 29 | "currency": "USD" 30 | }, 31 | { 32 | "date_transacted": "2025-04-09", 33 | "date_posted": "2025-04-10", 34 | "amount": 1523.52, 35 | "description": "CREDIT CRD AUTOPAY 29812 000000000098123 SPKFGKABCRGK DUXZYAYOTAL X", 36 | "currency": "USD" 37 | } 38 | ] 39 | } 40 | ] 41 | } -------------------------------------------------------------------------------- /assets/assets_custom_user2.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "savings", 6 | "transactions": [ 7 | { 8 | "date_transacted": "2025-05-27", 9 | "date_posted": "2025-05-28", 10 | "amount": 896.65, 11 | "description": "DEBIT CRD AUTOPAY 98712 000000000028791 KIUYPWRSGTKF UXYOTLLKJHA C", 12 | "currency": "USD" 13 | }, 14 | { 15 | "date_transacted": "2023-05-31", 16 | "date_posted": "2023-06-01", 17 | "amount": 1708.12, 18 | "description": "CREDIT CRD AUTOPAY 29812 000000000098123 CRGKFKKSPABG UXZYOTAYLDA D", 19 | "currency": "USD" 20 | } 21 | ], 22 | "identity": { 23 | "names": [ 24 | "John Smith" 25 | ], 26 | "addresses": [ 27 | { 28 | "primary": true, 29 | "data": { 30 | "country": "US", 31 | "city": "New York", 32 | "street": "10003 Broadway Road", 33 | "postal_code": "10003", 34 | "region": "NY" 35 | } 36 | } 37 | ] 38 | } 39 | }, 40 | { 41 | "type": "depository", 42 | "subtype": "checking", 43 | "identity": { 44 | "names": [ 45 | "John Smith" 46 | ], 47 | "addresses": [ 48 | { 49 | "data": { 50 | "city": "New York", 51 | "country": "US", 52 | "postal_code": "10003", 53 | "region": "NY", 54 | "street": "10003 Broadway Road" 55 | }, 56 | "primary": true 57 | } 58 | ], 59 | "emails": [ 60 | { 61 | "primary": true, 62 | "type": "primary", 63 | "data": "accountholder0@example.com" 64 | } 65 | ] 66 | }, 67 | "starting_balance": 4300, 68 | "transactions": [ 69 | { 70 | "amount": 24.83, 71 | "date_posted": "2025-05-09", 72 | "date_transacted": "2025-05-09", 73 | "currency": "USD", 74 | "description": "Amazon" 75 | }, 76 | { 77 | "amount": 38.85, 78 | "date_posted": "2025-05-09", 79 | "date_transacted": "2025-05-09", 80 | "currency": "USD", 81 | "description": "Sams Club Sam's Club" 82 | }, 83 | { 84 | "amount": 2.62, 85 | "date_posted": "2025-05-09", 86 | "date_transacted": "2025-05-09", 87 | "currency": "USD", 88 | "description": "SHELL SERVICE S" 89 | }, 90 | { 91 | "amount": 9.88, 92 | "date_posted": "2025-05-09", 93 | "date_transacted": "2025-05-09", 94 | "currency": "USD", 95 | "description": "HLU*HULU 012345 HULU.COM/BILL CA USA" 96 | }, 97 | { 98 | "amount": 20.71, 99 | "date_posted": "2025-05-10", 100 | "date_transacted": "2025-05-10", 101 | "currency": "USD", 102 | "description": "DOMINO'S 0123 PURCHASE 012-012-0123 FL" 103 | }, 104 | { 105 | "amount": 7.5, 106 | "date_posted": "2025-05-10", 107 | "date_transacted": "2025-05-10", 108 | "currency": "USD", 109 | "description": "PAYPAL INST XFER STARBUCKS WEB ID: PAYPALSI01" 110 | }, 111 | { 112 | "amount": 9.53, 113 | "date_posted": "2025-05-10", 114 | "date_transacted": "2025-05-10", 115 | "currency": "USD", 116 | "description": "HLU*HULU 0123456789012-U HULU.COM/BILL CADebit Card Withdrawal" 117 | }, 118 | { 119 | "amount": 4.06, 120 | "date_posted": "2025-05-11", 121 | "date_transacted": "2025-05-11", 122 | "currency": "USD", 123 | "description": "Jimmy John's" 124 | }, 125 | { 126 | "amount": 9.23, 127 | "date_posted": "2025-05-11", 128 | "date_transacted": "2025-05-11", 129 | "currency": "USD", 130 | "description": "POS DEBIT UBER * 012-012-0123 CA" 131 | }, 132 | { 133 | "amount": 10.75, 134 | "date_posted": "2025-05-11", 135 | "date_transacted": "2025-05-11", 136 | "currency": "USD", 137 | "description": "Sally Beauty" 138 | }, 139 | { 140 | "amount": 3.35, 141 | "date_posted": "2025-05-11", 142 | "date_transacted": "2025-05-11", 143 | "currency": "USD", 144 | "description": "Wawa" 145 | }, 146 | { 147 | "amount": 28.28, 148 | "date_posted": "2025-05-12", 149 | "date_transacted": "2025-05-12", 150 | "currency": "USD", 151 | "description": "CHEGG ORDER 012-012-0123 CA " 152 | }, 153 | { 154 | "amount": 13.89, 155 | "date_posted": "2025-05-12", 156 | "date_transacted": "2025-05-12", 157 | "currency": "USD", 158 | "description": "DOORDASH" 159 | }, 160 | { 161 | "amount": 52.49, 162 | "date_posted": "2025-05-12", 163 | "date_transacted": "2025-05-12", 164 | "currency": "USD", 165 | "description": "APL*ITUNES.COM BILL 012-012-0123" 166 | }, 167 | { 168 | "amount": -5000, 169 | "date_posted": "2025-05-12", 170 | "date_transacted": "2025-05-12", 171 | "currency": "USD", 172 | "description": "MONTHLY PAYCHECK" 173 | }, 174 | { 175 | "amount": 39.69, 176 | "date_posted": "2025-05-13", 177 | "date_transacted": "2025-05-13", 178 | "currency": "USD", 179 | "description": "Qt" 180 | }, 181 | { 182 | "amount": 8.75, 183 | "date_posted": "2025-05-14", 184 | "date_transacted": "2025-05-14", 185 | "currency": "USD", 186 | "description": " Card purchase APL*ITUNES.COM/BILL 012-012-0123 CA 01-01-0123" 187 | }, 188 | { 189 | "amount": 9.21, 190 | "date_posted": "2025-05-14", 191 | "date_transacted": "2025-05-14", 192 | "currency": "USD", 193 | "description": "Playstation Network" 194 | }, 195 | { 196 | "amount": 2.09, 197 | "date_posted": "2025-05-17", 198 | "date_transacted": "2025-05-17", 199 | "currency": "USD", 200 | "description": "Frys Food" 201 | }, 202 | { 203 | "amount": 330.96, 204 | "date_posted": "2025-05-17", 205 | "date_transacted": "2025-05-17", 206 | "currency": "USD", 207 | "description": "NNT ULTA #012 012" 208 | }, 209 | { 210 | "amount": 4.98, 211 | "date_posted": "2025-05-18", 212 | "date_transacted": "2025-05-18", 213 | "currency": "USD", 214 | "description": "MCDONALD'S F01234 BRONX NY " 215 | }, 216 | { 217 | "amount": 10.8, 218 | "date_posted": "2025-05-18", 219 | "date_transacted": "2025-05-18", 220 | "currency": "USD", 221 | "description": "DEBIT CARD PURCHASE XXXXX0123 FANDANGO FANDANGO.CO CA" 222 | }, 223 | { 224 | "amount": 38.15, 225 | "date_posted": "2025-05-19", 226 | "date_transacted": "2025-05-19", 227 | "currency": "USD", 228 | "description": "PURCHASE AUTHORIZED ON PAPA JOHN'S #0123 012-012-0123 TX S012345678901234 CARD 0123" 229 | }, 230 | { 231 | "amount": 0.75, 232 | "date_posted": "2025-05-19", 233 | "date_transacted": "2025-05-19", 234 | "currency": "USD", 235 | "description": "DEBIT CARD PURCHASE XXXXX0123 DOORDASH*WENDYS DOORDASH.CO CA" 236 | }, 237 | { 238 | "amount": 11.11, 239 | "date_posted": "2025-05-19", 240 | "date_transacted": "2025-05-19", 241 | "currency": "USD", 242 | "description": "AMZN MKTP US*MW AMZN.COM/BILL WA USA" 243 | }, 244 | { 245 | "amount": 51.15, 246 | "date_posted": "2025-05-19", 247 | "date_transacted": "2025-05-19", 248 | "currency": "USD", 249 | "description": "Texas Roadhouse" 250 | }, 251 | { 252 | "amount": 18.75, 253 | "date_posted": "2025-05-19", 254 | "date_transacted": "2025-05-19", 255 | "currency": "USD", 256 | "description": "Withdrawal Debit Card STARBUCKS 012-012-0123 WA Date /01 01234567890123456789012 Card 0123" 257 | }, 258 | { 259 | "amount": 15.91, 260 | "date_posted": "2025-05-19", 261 | "date_transacted": "2025-05-19", 262 | "currency": "USD", 263 | "description": "UBER EATSDebit Card Purchase" 264 | }, 265 | { 266 | "amount": 5.01, 267 | "date_posted": "2025-05-19", 268 | "date_transacted": "2025-05-19", 269 | "currency": "USD", 270 | "description": "LYFT - RIDERS CARD#0123" 271 | }, 272 | { 273 | "amount": 3.74, 274 | "date_posted": "2025-05-20", 275 | "date_transacted": "2025-05-20", 276 | "currency": "USD", 277 | "description": "Withdrawal Debit Card Apl*Itunes.Com/Bill 012-012-0123 Ca Date /01 * 0123456789 * 0123" 278 | }, 279 | { 280 | "amount": 5.23, 281 | "date_posted": "2025-05-20", 282 | "date_transacted": "2025-05-20", 283 | "currency": "USD", 284 | "description": "POSTMATES TIP HTTPSPOSTMATE CA " 285 | }, 286 | { 287 | "amount": 14.03, 288 | "date_posted": "2025-05-20", 289 | "date_transacted": "2025-05-20", 290 | "currency": "USD", 291 | "description": "0123 Dominos Pizza 012-012-0123 CA " 292 | }, 293 | { 294 | "amount": 8.42, 295 | "date_posted": "2025-05-21", 296 | "date_transacted": "2025-05-21", 297 | "currency": "USD", 298 | "description": "SUNOCO 0123456789" 299 | }, 300 | { 301 | "amount": 0.75, 302 | "date_posted": "2025-05-21", 303 | "date_transacted": "2025-05-21", 304 | "currency": "USD", 305 | "description": "USPS.COM MOVER'S GUID 012-012-0123 TN " 306 | }, 307 | { 308 | "amount": 10.72, 309 | "date_posted": "2025-05-22", 310 | "date_transacted": "2025-05-22", 311 | "currency": "USD", 312 | "description": "APL*ITUNES 01234567890 01-01" 313 | }, 314 | { 315 | "amount": 7.51, 316 | "date_posted": "2025-05-22", 317 | "date_transacted": "2025-05-22", 318 | "currency": "USD", 319 | "description": "Arco" 320 | }, 321 | { 322 | "amount": 20.71, 323 | "date_posted": "2025-05-22", 324 | "date_transacted": "2025-05-22", 325 | "currency": "USD", 326 | "description": "POS Debit - Visa Check Card 0123 - DOMINO'S 0123 012-012-0123 CA" 327 | }, 328 | { 329 | "amount": 17.99, 330 | "date_posted": "2025-05-22", 331 | "date_transacted": "2025-05-22", 332 | "currency": "USD", 333 | "description": "DAVE.COM 0123456789 CA" 334 | }, 335 | { 336 | "amount": 95.11, 337 | "date_posted": "2025-05-22", 338 | "date_transacted": "2025-05-22", 339 | "currency": "USD", 340 | "description": "The Home Depot" 341 | }, 342 | { 343 | "amount": 7.49, 344 | "date_posted": "2025-05-22", 345 | "date_transacted": "2025-05-22", 346 | "currency": "USD", 347 | "description": "PAYPAL INST XFER MICROSOFT WEB ID: PAYPALSI01" 348 | }, 349 | { 350 | "amount": 0.74, 351 | "date_posted": "2025-05-22", 352 | "date_transacted": "2025-05-22", 353 | "currency": "USD", 354 | "description": "HLU*HULU 0123456789012 HULU.COM/" 355 | }, 356 | { 357 | "amount": 11.98, 358 | "date_posted": "2025-05-22", 359 | "date_transacted": "2025-05-22", 360 | "currency": "USD", 361 | "description": "KFC C012345" 362 | }, 363 | { 364 | "amount": 7.3, 365 | "date_posted": "2025-05-23", 366 | "date_transacted": "2025-05-23", 367 | "currency": "USD", 368 | "description": "CINEMARK MOVIE CLUB 012-012-0123 TX " 369 | }, 370 | { 371 | "amount": 11.05, 372 | "date_posted": "2025-05-23", 373 | "date_transacted": "2025-05-23", 374 | "currency": "USD", 375 | "description": "PIN POS Wal-Mart S CARD#0123" 376 | }, 377 | { 378 | "amount": 6.14, 379 | "date_posted": "2025-05-23", 380 | "date_transacted": "2025-05-23", 381 | "currency": "USD", 382 | "description": "Check Card: UBER TRIP HELP.UBER.COM CA /01%% Card 01 #0123" 383 | }, 384 | { 385 | "amount": 2.22, 386 | "date_posted": "2025-05-23", 387 | "date_transacted": "2025-05-23", 388 | "currency": "USD", 389 | "description": "BURGER KING #0123 CARD#0123" 390 | }, 391 | { 392 | "amount": 3.73, 393 | "date_posted": "2025-05-23", 394 | "date_transacted": "2025-05-23", 395 | "currency": "USD", 396 | "description": "DBT Purchase APL*ITUNES.COM/BIL012-012-0123 CA 0123" 397 | }, 398 | { 399 | "amount": 221.38, 400 | "date_posted": "2025-05-23", 401 | "date_transacted": "2025-05-23", 402 | "currency": "USD", 403 | "description": "ATTWithdrawalPayment" 404 | }, 405 | { 406 | "amount": 34.95, 407 | "date_posted": "2025-05-23", 408 | "date_transacted": "2025-05-23", 409 | "currency": "USD", 410 | "description": "POS PURCHASE AMZN MKTP US*MW* AMZN.COM/BILL WA 012345 012345678 01:01" 411 | }, 412 | { 413 | "amount": 8.11, 414 | "date_posted": "2025-05-24", 415 | "date_transacted": "2025-05-24", 416 | "currency": "USD", 417 | "description": "MICROSOFT*XBOX GAME PA MSBILL.INFO WA " 418 | }, 419 | { 420 | "amount": 3.74, 421 | "date_posted": "2025-05-24", 422 | "date_transacted": "2025-05-24", 423 | "currency": "USD", 424 | "description": "Debit Card Purchase - APL*ITUNES.COM/BILL" 425 | }, 426 | { 427 | "amount": 12.03, 428 | "date_posted": "2025-05-24", 429 | "date_transacted": "2025-05-24", 430 | "currency": "USD", 431 | "description": "APL*ITUNES.COM/BIL 01-01 012-012" 432 | }, 433 | { 434 | "amount": 8.73, 435 | "date_posted": "2025-05-24", 436 | "date_transacted": "2025-05-24", 437 | "currency": "USD", 438 | "description": "CARD TRANSACTION : APL*ITUNES.COM/BILL, 012-012-0123, CA FROM CARD#: XXXXXXXXXXXX0123" 439 | }, 440 | { 441 | "amount": 226.85, 442 | "date_posted": "2025-05-24", 443 | "date_transacted": "2025-05-24", 444 | "currency": "USD", 445 | "description": "Frys Food" 446 | }, 447 | { 448 | "amount": 9.96, 449 | "date_posted": "2025-05-24", 450 | "date_transacted": "2025-05-24", 451 | "currency": "USD", 452 | "description": "DOMINO'S 0123 CARD#0123" 453 | }, 454 | { 455 | "amount": 4.64, 456 | "date_posted": "2025-05-24", 457 | "date_transacted": "2025-05-24", 458 | "currency": "USD", 459 | "description": "MCDONALD S F0123 *" 460 | }, 461 | { 462 | "amount": 4.8, 463 | "date_posted": "2025-05-25", 464 | "date_transacted": "2025-05-25", 465 | "currency": "USD", 466 | "description": "POS DEBIT - WAL-MART #0123" 467 | }, 468 | { 469 | "amount": 139.98, 470 | "date_posted": "2025-05-25", 471 | "date_transacted": "2025-05-25", 472 | "currency": "USD", 473 | "description": "BLIZZARD ENTERTAINM 012-012-0123 CA " 474 | }, 475 | { 476 | "amount": 10.83, 477 | "date_posted": "2025-05-25", 478 | "date_transacted": "2025-05-25", 479 | "currency": "USD", 480 | "description": "POS Debit - Visa Check Card 0123 - AMZN MKTP US*MW012 AMZN.COM B" 481 | }, 482 | { 483 | "amount": 25.56, 484 | "date_posted": "2025-05-25", 485 | "date_transacted": "2025-05-25", 486 | "currency": "USD", 487 | "description": "WAL-MART #0123" 488 | }, 489 | { 490 | "amount": 10.8, 491 | "date_posted": "2025-05-26", 492 | "date_transacted": "2025-05-26", 493 | "currency": "USD", 494 | "description": "BURGER KING #0123 CARD#0123" 495 | }, 496 | { 497 | "amount": 19.59, 498 | "date_posted": "2025-05-26", 499 | "date_transacted": "2025-05-26", 500 | "currency": "USD", 501 | "description": "DENNY'S #0123" 502 | }, 503 | { 504 | "amount": 64.73, 505 | "date_posted": "2025-05-27", 506 | "date_transacted": "2025-05-27", 507 | "currency": "USD", 508 | "description": "PURCHASE AUTHORIZED ON AMZN Mktp US*MW*R* Amzn.com/bill WA S012345678901234 CARD 0123" 509 | }, 510 | { 511 | "amount": 229.37, 512 | "date_posted": "2025-05-27", 513 | "date_transacted": "2025-05-27", 514 | "currency": "USD", 515 | "description": "Food Lion" 516 | }, 517 | { 518 | "amount": 2.99, 519 | "date_posted": "2025-05-28", 520 | "date_transacted": "2025-05-28", 521 | "currency": "USD", 522 | "description": "POS Debit - Visa Check Card 0123 - NINTENDO *AMERI 012-012-0123" 523 | }, 524 | { 525 | "amount": 1.73, 526 | "date_posted": "2025-05-29", 527 | "date_transacted": "2025-05-29", 528 | "currency": "USD", 529 | "description": "APL*ITUNES.COM/B 012-012-0123 CAUS Tran Date/Time: /0123 01:01:01" 530 | }, 531 | { 532 | "amount": 12.23, 533 | "date_posted": "2025-05-30", 534 | "date_transacted": "2025-05-30", 535 | "currency": "USD", 536 | "description": "POS Debit - Visa Check Card 0123 - DAVE.COM 012-0123456 CA" 537 | }, 538 | { 539 | "amount": 29.72, 540 | "date_posted": "2025-05-30", 541 | "date_transacted": "2025-05-30", 542 | "currency": "USD", 543 | "description": "0123 DOMINOS PIZZA" 544 | }, 545 | { 546 | "amount": 18.97, 547 | "date_posted": "2025-05-30", 548 | "date_transacted": "2025-05-30", 549 | "currency": "USD", 550 | "description": "Microsoft*Xbox Live Gol" 551 | }, 552 | { 553 | "amount": 85.5, 554 | "date_posted": "2025-05-31", 555 | "date_transacted": "2025-05-31", 556 | "currency": "USD", 557 | "description": "APPLE PAY" 558 | }, 559 | { 560 | "amount": 6.28, 561 | "date_posted": "2025-05-31", 562 | "date_transacted": "2025-05-31", 563 | "currency": "USD", 564 | "description": "7-Eleven (Fast Food)" 565 | }, 566 | { 567 | "amount": 91.43, 568 | "date_posted": "2025-05-31", 569 | "date_transacted": "2025-05-31", 570 | "currency": "USD", 571 | "description": "LOWES #012345" 572 | }, 573 | { 574 | "amount": 12.97, 575 | "date_posted": "2025-06-01", 576 | "date_transacted": "2025-06-01", 577 | "currency": "USD", 578 | "description": "MICROSOFT *OFFICE 01 MSBILL.INFO WA " 579 | }, 580 | { 581 | "amount": 7.5, 582 | "date_posted": "2025-06-02", 583 | "date_transacted": "2025-06-02", 584 | "currency": "USD", 585 | "description": "Skillz * ESPORTS 012-0123456 MA " 586 | }, 587 | { 588 | "amount": 11.83, 589 | "date_posted": "2025-06-03", 590 | "date_transacted": "2025-06-03", 591 | "currency": "USD", 592 | "description": "7-ELEVEN M01234 ?" 593 | }, 594 | { 595 | "amount": 7.19, 596 | "date_posted": "2025-06-05", 597 | "date_transacted": "2025-06-05", 598 | "currency": "USD", 599 | "description": "PURCHASE AUTHORIZED ON DOORDASH*WENDYS DOORDASH.COM CA S012345678901234 CARD 0123" 600 | }, 601 | { 602 | "amount": 2.37, 603 | "date_posted": "2025-06-05", 604 | "date_transacted": "2025-06-05", 605 | "currency": "USD", 606 | "description": "STARBUCKS STORE 01 CARD#0123" 607 | }, 608 | { 609 | "amount": 1.91, 610 | "date_posted": "2025-06-06", 611 | "date_transacted": "2025-06-06", 612 | "currency": "USD", 613 | "description": "CMS Vending" 614 | }, 615 | { 616 | "amount": 8.75, 617 | "date_posted": "2025-06-06", 618 | "date_transacted": "2025-06-06", 619 | "currency": "USD", 620 | "description": "MONEY ORDER" 621 | }, 622 | { 623 | "amount": 13.13, 624 | "date_posted": "2025-06-06", 625 | "date_transacted": "2025-06-06", 626 | "currency": "USD", 627 | "description": "DEBIT CARD PURCHASE XXXXX0123 GROUPON INC GROUPON.COM IL" 628 | }, 629 | { 630 | "amount": 7.29, 631 | "date_posted": "2025-06-06", 632 | "date_transacted": "2025-06-06", 633 | "currency": "USD", 634 | "description": "APL* ITUNES.COM One Apple Park Way 012-012-01" 635 | }, 636 | { 637 | "amount": 0.75, 638 | "date_posted": "2025-06-07", 639 | "date_transacted": "2025-06-07", 640 | "currency": "USD", 641 | "description": "CONTACTS SUBSCRIPTIO HTTPSWWW.HUBB NY " 642 | } 643 | ] 644 | }, 645 | { 646 | "type": "loan", 647 | "subtype": "student", 648 | "liability": { 649 | "type": "student", 650 | "origination_date": "2020-01-01", 651 | "principal": 10000, 652 | "nominal_apr": 6.25, 653 | "loan_name": "Plaid Student Loan", 654 | "repayment_model": { 655 | "type": "standard", 656 | "non_repayment_months": 12, 657 | "repayment_months": 120 658 | } 659 | } 660 | }, 661 | { 662 | "type": "credit", 663 | "subtype": "credit card", 664 | "starting_balance": 10000, 665 | "inflow_model": { 666 | "type": "monthly-interest-only-payment", 667 | "payment_day_of_month": 15, 668 | "statement_day_of_month": 13, 669 | "transaction_name": "Interest Payment" 670 | }, 671 | "liability": { 672 | "type": "credit", 673 | "purchase_apr": 12.9, 674 | "balance_transfer_apr": 15.24, 675 | "cash_apr": 28.45, 676 | "special_apr": 0, 677 | "last_payment_amount": 500, 678 | "minimum_payment_amount": 10 679 | } 680 | } 681 | ] 682 | } -------------------------------------------------------------------------------- /auth/auth_canada_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts":[ 3 | { 4 | "type":"depository", 5 | "subtype":"checking", 6 | "starting_balance": 6543.23, 7 | "meta":{ 8 | "name":"Plaid Checking", 9 | "official_name":"Plaid Instant Daily Checking Account" 10 | }, 11 | "numbers":{ 12 | "account":"111122220000", 13 | "eft_institution":"114", 14 | "eft_branch":"01533" 15 | }, 16 | "identity":{ 17 | "names":[ 18 | "John Smith" 19 | ], 20 | "phone_numbers": [ 21 | { 22 | "data":"9084581209", 23 | "primary":true, 24 | "type":"mobile" 25 | } 26 | ], 27 | "emails": [ 28 | { 29 | "data":"jsmith@plaid.com", 30 | "primary":true, 31 | "type":"primary" 32 | } 33 | ], 34 | "addresses":[ 35 | { 36 | "data":{ 37 | "city":"New York", 38 | "country":"US", 39 | "postal_code":"10003", 40 | "region":"NY", 41 | "street":"10003 Broadway Road" 42 | }, 43 | "primary":true 44 | } 45 | ] 46 | } 47 | }, 48 | { 49 | "type":"depository", 50 | "subtype":"savings", 51 | "starting_balance": 275649.12, 52 | "meta":{ 53 | "name":"Plaid Savings", 54 | "official_name":"Plaid Growth Savings Account" 55 | }, 56 | "numbers":{ 57 | "account":"111122222222", 58 | "eft_institution":"114", 59 | "eft_branch":"01533" 60 | }, 61 | "identity":{ 62 | "names":[ 63 | "John Smith" 64 | ], 65 | "phone_numbers": [ 66 | { 67 | "data":"9084581209", 68 | "primary":true, 69 | "type":"mobile" 70 | } 71 | ], 72 | "emails": [ 73 | { 74 | "data":"jsmith@plaid.com", 75 | "primary":true, 76 | "type":"primary" 77 | } 78 | ], 79 | "addresses":[ 80 | { 81 | "data":{ 82 | "city":"New York", 83 | "country":"US", 84 | "postal_code":"10003", 85 | "region":"NY", 86 | "street":"10003 Broadway Road" 87 | }, 88 | "primary":true 89 | } 90 | ] 91 | } 92 | } 93 | ] 94 | } 95 | -------------------------------------------------------------------------------- /auth/auth_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts":[ 3 | { 4 | "type":"depository", 5 | "subtype":"checking", 6 | "starting_balance": 6543.23, 7 | "meta":{ 8 | "name":"Plaid Checking", 9 | "official_name":"Plaid Instant Daily Checking Account" 10 | }, 11 | "numbers":{ 12 | "account":"1111222233335555", 13 | "ach_routing":"122105155" 14 | }, 15 | "identity":{ 16 | "names":[ 17 | "John Smith" 18 | ], 19 | "phone_numbers": [ 20 | { 21 | "data":"9084581209", 22 | "primary":true, 23 | "type":"mobile" 24 | } 25 | ], 26 | "emails": [ 27 | { 28 | "data":"jsmith@plaid.com", 29 | "primary":true, 30 | "type":"primary" 31 | } 32 | ], 33 | "addresses":[ 34 | { 35 | "data":{ 36 | "city":"New York", 37 | "country":"US", 38 | "postal_code":"10003", 39 | "region":"NY", 40 | "street":"10003 Broadway Road" 41 | }, 42 | "primary":true 43 | } 44 | ] 45 | } 46 | }, 47 | { 48 | "type":"depository", 49 | "subtype":"savings", 50 | "starting_balance": 275649.12, 51 | "meta":{ 52 | "name":"Plaid Savings", 53 | "official_name":"Plaid Growth Savings Account" 54 | }, 55 | "numbers":{ 56 | "account":"6666777788889999", 57 | "ach_routing":"122105155" 58 | }, 59 | "identity":{ 60 | "names":[ 61 | "John Smith" 62 | ], 63 | "phone_numbers": [ 64 | { 65 | "data":"9084581209", 66 | "primary":true, 67 | "type":"mobile" 68 | } 69 | ], 70 | "emails": [ 71 | { 72 | "data":"jsmith@plaid.com", 73 | "primary":true, 74 | "type":"primary" 75 | } 76 | ], 77 | "addresses":[ 78 | { 79 | "data":{ 80 | "city":"New York", 81 | "country":"US", 82 | "postal_code":"10003", 83 | "region":"NY", 84 | "street":"10003 Broadway Road" 85 | }, 86 | "primary":true 87 | } 88 | ] 89 | } 90 | } 91 | ] 92 | } 93 | -------------------------------------------------------------------------------- /auth/auth_ireland_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts":[ 3 | { 4 | "type":"depository", 5 | "subtype":"checking", 6 | "starting_balance": 6543.23, 7 | "meta":{ 8 | "name":"Plaid Checking", 9 | "official_name":"Plaid Instant Daily Checking Account" 10 | }, 11 | "numbers": { 12 | "international_bic": "BOFIIE2D", 13 | "international_iban": "IE29AIBK93115212345678" 14 | }, 15 | "identity":{ 16 | "names":[ 17 | "John Smith" 18 | ], 19 | "phone_numbers": [ 20 | { 21 | "data":"9084581209", 22 | "primary":true, 23 | "type":"mobile" 24 | } 25 | ], 26 | "emails": [ 27 | { 28 | "data":"jsmith@plaid.com", 29 | "primary":true, 30 | "type":"primary" 31 | } 32 | ], 33 | "addresses":[ 34 | { 35 | "data":{ 36 | "city":"New York", 37 | "country":"US", 38 | "postal_code":"10003", 39 | "region":"NY", 40 | "street":"10003 Broadway Road" 41 | }, 42 | "primary":true 43 | } 44 | ] 45 | } 46 | }, 47 | { 48 | "type":"depository", 49 | "subtype":"savings", 50 | "starting_balance": 275649.12, 51 | "meta":{ 52 | "name":"Plaid Savings", 53 | "official_name":"Plaid Growth Savings Account" 54 | }, 55 | "numbers": { 56 | "international_bic": "BOFIIE2D", 57 | "international_iban": "IE64IRCE92050112345678" 58 | }, 59 | "identity":{ 60 | "names":[ 61 | "John Smith" 62 | ], 63 | "phone_numbers": [ 64 | { 65 | "data":"9084581209", 66 | "primary":true, 67 | "type":"mobile" 68 | } 69 | ], 70 | "emails": [ 71 | { 72 | "data":"jsmith@plaid.com", 73 | "primary":true, 74 | "type":"primary" 75 | } 76 | ], 77 | "addresses":[ 78 | { 79 | "data":{ 80 | "city":"New York", 81 | "country":"US", 82 | "postal_code":"10003", 83 | "region":"NY", 84 | "street":"10003 Broadway Road" 85 | }, 86 | "primary":true 87 | } 88 | ] 89 | } 90 | } 91 | ] 92 | } 93 | -------------------------------------------------------------------------------- /auth/auth_uk_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts":[ 3 | { 4 | "type":"depository", 5 | "subtype":"checking", 6 | "starting_balance": 6543.23, 7 | "meta":{ 8 | "name":"Plaid Checking", 9 | "official_name":"Plaid Instant Daily Checking Account" 10 | }, 11 | "numbers": { 12 | "account": "123456", 13 | "bacs_sort_code": "123456" 14 | }, 15 | "identity":{ 16 | "names":[ 17 | "John Smith" 18 | ], 19 | "phone_numbers": [ 20 | { 21 | "data":"9084581209", 22 | "primary":true, 23 | "type":"mobile" 24 | } 25 | ], 26 | "emails": [ 27 | { 28 | "data":"jsmith@plaid.com", 29 | "primary":true, 30 | "type":"primary" 31 | } 32 | ], 33 | "addresses":[ 34 | { 35 | "data":{ 36 | "city":"New York", 37 | "country":"US", 38 | "postal_code":"10003", 39 | "region":"NY", 40 | "street":"10003 Broadway Road" 41 | }, 42 | "primary":true 43 | } 44 | ] 45 | } 46 | }, 47 | { 48 | "type":"depository", 49 | "subtype":"savings", 50 | "starting_balance": 275649.12, 51 | "meta":{ 52 | "name":"Plaid Savings", 53 | "official_name":"Plaid Growth Savings Account" 54 | }, 55 | "numbers": { 56 | "account": "123457", 57 | "bacs_sort_code": "123456" 58 | }, 59 | "identity":{ 60 | "names":[ 61 | "John Smith" 62 | ], 63 | "phone_numbers": [ 64 | { 65 | "data":"9084581209", 66 | "primary":true, 67 | "type":"mobile" 68 | } 69 | ], 70 | "emails": [ 71 | { 72 | "data":"jsmith@plaid.com", 73 | "primary":true, 74 | "type":"primary" 75 | } 76 | ], 77 | "addresses":[ 78 | { 79 | "data":{ 80 | "city":"New York", 81 | "country":"US", 82 | "postal_code":"10003", 83 | "region":"NY", 84 | "street":"10003 Broadway Road" 85 | }, 86 | "primary":true 87 | } 88 | ] 89 | } 90 | } 91 | ] 92 | } 93 | -------------------------------------------------------------------------------- /blank_template_custom_sandbox_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "version": null, 3 | "seed": null, 4 | "override_accounts": [ 5 | { 6 | "type": null, 7 | "subtype": null, 8 | "starting_balance": null, 9 | "force_available_balance": null, 10 | "currency": null, 11 | "meta": { 12 | "name": null, 13 | "official_name": null, 14 | "limit": null 15 | }, 16 | "numbers": { 17 | "account": null, 18 | "ach_routing": null, 19 | "ach_wire_routing": null, 20 | "eft_institution": null, 21 | "eft_branch": null, 22 | "international_bic": null, 23 | "international_iban": null, 24 | "bacs_sort_code": null 25 | }, 26 | "transactions": [ 27 | { 28 | "date_transacted": null, 29 | "date_posted": null, 30 | "amount": null, 31 | "description": null, 32 | "currency": null 33 | } 34 | ], 35 | "identity": { 36 | "names": [ 37 | null 38 | ], 39 | "phone_numbers": [ 40 | { 41 | "data": null, 42 | "primary": null, 43 | "type": null 44 | } 45 | ], 46 | "emails": [ 47 | { 48 | "data": null, 49 | "primary": null, 50 | "type": null 51 | } 52 | ], 53 | "addresses": [ 54 | { 55 | "data": { 56 | "city": null, 57 | "region": null, 58 | "street": null, 59 | "postal_code": null, 60 | "country": null 61 | }, 62 | "primary": null 63 | } 64 | ] 65 | }, 66 | "liability": { 67 | "type": null, 68 | "purchase_apr": null, 69 | "cash_apr": null, 70 | "balance_transfer_apr": null, 71 | "special_apr": null, 72 | "last_payment_amount": null, 73 | "minimum_payment_amount": null, 74 | "is_overdue": null, 75 | "origination_date": null, 76 | "principal": null, 77 | "nominal_apr": null, 78 | "interest_capitalization_grace_period_months": null, 79 | "repayment_model": { 80 | "type": null, 81 | "non_repayment_months": null, 82 | "repayment_months": null 83 | }, 84 | "expected_payoff_date": null, 85 | "guarantor": null, 86 | "is_federal": null, 87 | "loan_name": null, 88 | "loan_status": { 89 | "end_date": null, 90 | "type": null 91 | }, 92 | "payment_reference_number": null, 93 | "pslf_status": { 94 | "estimated_eligibility_date": null, 95 | "payments_made": null, 96 | "payments_remaining": null 97 | }, 98 | "repayment_plan_type": null, 99 | "sequence_number": null, 100 | "servicer_address": { 101 | "data": { 102 | "city": null, 103 | "region": null, 104 | "street": null, 105 | "postal_code": null, 106 | "country": null 107 | }, 108 | "primary": null 109 | } 110 | }, 111 | "inflow_model": { 112 | "type": null, 113 | "income_amount": null, 114 | "payment_day_of_month": null, 115 | "transaction_name": null, 116 | "statement_day_of_month": null 117 | } 118 | } 119 | ], 120 | "mfa": { 121 | "type": null, 122 | "question_rounds": null, 123 | "questions_per_round": null, 124 | "selection_rounds": null, 125 | "selections_per_question": null 126 | }, 127 | "recaptcha": null, 128 | "force_error": null 129 | } -------------------------------------------------------------------------------- /identity/identity_multiple_names_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "identity": { 7 | "names": [ 8 | "John Smith","Jane Doe" 9 | ], 10 | "addresses": [ 11 | { 12 | "primary": true, 13 | "data": { 14 | "country": "US", 15 | "city": "New York", 16 | "street": "10003 Broadway Road", 17 | "postal_code": "10003", 18 | "region": "NY" 19 | } 20 | } 21 | ] 22 | } 23 | } 24 | ] 25 | } -------------------------------------------------------------------------------- /identity/joint_owner_identity_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "starting_balance": 600.23, 7 | "meta": { 8 | "name": "Joint Checking", 9 | "official_name": "Plaid Joint Checking Account" 10 | }, 11 | "numbers": { 12 | "account": "1111222233335555", 13 | "ach_routing": "122105155" 14 | }, 15 | "identity": { 16 | "names": ["John Michael Smith", "Jane Alana Smith"], 17 | "phone_numbers": [ 18 | { 19 | "data": "2123433503", 20 | "primary": true, 21 | "type": "mobile" 22 | }, 23 | { 24 | "data": "2125552144", 25 | "primary": false, 26 | "type": "mobile" 27 | } 28 | ], 29 | "emails": [ 30 | { 31 | "data": "jm_smith@plaid.com", 32 | "primary": true, 33 | "type": "primary" 34 | }, 35 | { 36 | "data": "jane_smith@plaid.com", 37 | "primary": false, 38 | "type": "secondary" 39 | }, 40 | { 41 | "data": "hihi@gmail.com", 42 | "primary": false, 43 | "type": "other" 44 | } 45 | ], 46 | "addresses": [ 47 | { 48 | "data": { 49 | "city": "New York", 50 | "country": "US", 51 | "postal_code": "10013", 52 | "region": "NY", 53 | "street": "421 Greenwich St" 54 | }, 55 | "primary": true 56 | } 57 | ] 58 | } 59 | }, 60 | { 61 | "type": "depository", 62 | "subtype": "savings", 63 | "starting_balance": 2588.12, 64 | "meta": { 65 | "name": "Joint Savings", 66 | "official_name": "Plaid Growth Savings Account" 67 | }, 68 | "numbers": { 69 | "account": "6666777788889999", 70 | "ach_routing": "122105155" 71 | }, 72 | "identity": { 73 | "names": ["John Michael Smith", "Jane Alana Smith"], 74 | "phone_numbers": [ 75 | { 76 | "data": "2123433503", 77 | "primary": true, 78 | "type": "mobile" 79 | }, 80 | { 81 | "data": "2125552144", 82 | "primary": false, 83 | "type": "mobile" 84 | } 85 | ], 86 | "emails": [ 87 | { 88 | "data": "jsmith@plaid.com", 89 | "primary": true, 90 | "type": "primary" 91 | }, 92 | { 93 | "data": "jane_smith@plaid.com", 94 | "primary": false, 95 | "type": "secondary" 96 | }, 97 | { 98 | "data": "hihi@gmail.com", 99 | "primary": false, 100 | "type": "other" 101 | } 102 | ], 103 | "addresses": [ 104 | { 105 | "data": { 106 | "city": "New York", 107 | "country": "US", 108 | "postal_code": "10013", 109 | "region": "NY", 110 | "street": "421 Greenwich St" 111 | }, 112 | "primary": true 113 | } 114 | ] 115 | } 116 | } 117 | ] 118 | } 119 | -------------------------------------------------------------------------------- /identity/leslie_knope_financial_account_matching.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "identity": { 7 | "names": [ 8 | "Leslie Barbara Knope", "Ben Wyatt" 9 | ], 10 | "phone_numbers": [ 11 | { 12 | "primary": true, 13 | "type": "home", 14 | "data": "+1-234-567-8909" 15 | } 16 | ], 17 | "emails": [ 18 | { 19 | "primary": true, 20 | "type": "primary", 21 | "data": "leslie+pawneebank@example.com" 22 | } 23 | ], 24 | "addresses": [ 25 | { 26 | "primary": true, 27 | "data": { 28 | "country": "US", 29 | "city": "Pawnee", 30 | "street": "123 Main St.", 31 | "postal_code": "46001", 32 | "region": "IN" 33 | } 34 | } 35 | ] 36 | } 37 | } 38 | ] 39 | } 40 | -------------------------------------------------------------------------------- /income/SMBCustomUser.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "starting_balance": 150000, 7 | "transactions": [ 8 | { 9 | "date_transacted": "2025-06-05", 10 | "date_posted": "2025-06-05", 11 | "amount": 10000, 12 | "description": "Employee Payroll", 13 | "currency": "USD" 14 | }, 15 | { 16 | "date_transacted": "2025-06-05", 17 | "date_posted": "2025-06-05", 18 | "amount": 5000, 19 | "description": "Office Rental", 20 | "currency": "USD" 21 | }, 22 | { 23 | "date_transacted": "2025-06-05", 24 | "date_posted": "2025-06-06", 25 | "amount": -15000, 26 | "description": "Transfer from Savings", 27 | "currency": "USD" 28 | }, 29 | { 30 | "date_transacted": "2025-06-07", 31 | "date_posted": "2025-06-07", 32 | "amount": 15000, 33 | "description": "United States Gypsum Corporation - Drywall", 34 | "currency": "USD" 35 | } 36 | ], 37 | "identity": { 38 | "names": [ 39 | "John Smith" 40 | ], 41 | "addresses": [ 42 | { 43 | "primary": true, 44 | "data": { 45 | "country": "US", 46 | "city": "New York", 47 | "street": "10003 Broadway Road", 48 | "postal_code": "10003", 49 | "region": "NY" 50 | } 51 | } 52 | ] 53 | } 54 | } 55 | ] 56 | } -------------------------------------------------------------------------------- /income/SSAuser.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "starting_balance": 50000, 7 | "transactions": [ 8 | { 9 | "date_transacted": "2025-03-18", 10 | "date_posted": "2025-03-19", 11 | "amount": -2500, 12 | "description": "Social Security Administration", 13 | "currency": "USD" 14 | }, 15 | { 16 | "date_transacted": "2025-02-15", 17 | "date_posted": "2025-02-16", 18 | "amount": -2500, 19 | "description": "Social Security Administration", 20 | "currency": "USD" 21 | }, 22 | { 23 | "date_transacted": "2025-01-16", 24 | "date_posted": "2025-01-17", 25 | "amount": -2500, 26 | "description": "Social Security Administration", 27 | "currency": "USD" 28 | }, 29 | { 30 | "date_transacted": "2025-03-14", 31 | "date_posted": "2025-03-15", 32 | "amount": -75, 33 | "description": "child support", 34 | "currency": "USD" 35 | }, 36 | { 37 | "date_transacted": "2025-03-01", 38 | "date_posted": "2025-03-02", 39 | "amount": -75, 40 | "description": "child support", 41 | "currency": "USD" 42 | }, 43 | { 44 | "date_transacted": "2025-02-09", 45 | "date_posted": "2025-02-10", 46 | "amount": -75, 47 | "description": "child support", 48 | "currency": "USD" 49 | }, 50 | { 51 | "date_transacted": "2025-04-02", 52 | "date_posted": "2025-04-03", 53 | "amount": -750, 54 | "description": "Unemployment Benefits", 55 | "currency": "USD" 56 | }, 57 | { 58 | "date_transacted": "2025-03-19", 59 | "date_posted": "2025-03-20", 60 | "amount": -750, 61 | "description": "Unemployment Benefits", 62 | "currency": "USD" 63 | }, 64 | { 65 | "date_transacted": "2025-03-05", 66 | "date_posted": "2025-03-06", 67 | "amount": -750, 68 | "description": "Unemployment Benefits", 69 | "currency": "USD" 70 | }, 71 | { 72 | "date_transacted": "2025-02-19", 73 | "date_posted": "2025-02-20", 74 | "amount": -750, 75 | "description": "Unemployment Benefits", 76 | "currency": "USD" 77 | }, 78 | { 79 | "amount": 6.33, 80 | "date_transacted": "2025-05-20", 81 | "date_posted": "2025-05-21", 82 | "currency": "USD", 83 | "description": "Uber 072515 SF**POOL**" 84 | }, 85 | { 86 | "amount": 89.4, 87 | "date_transacted": "2025-06-02", 88 | "date_posted": "2025-06-03", 89 | "currency": "USD", 90 | "description": "SparkFun" 91 | }, 92 | { 93 | "amount": 12, 94 | "date_transacted": "2025-06-03", 95 | "date_posted": "2025-06-04", 96 | "currency": "USD", 97 | "description": "McDonalds #3322" 98 | }, 99 | { 100 | "amount": 4.33, 101 | "date_transacted": "2025-06-03", 102 | "date_posted": "2025-06-05", 103 | "currency": "USD", 104 | "description": "Starbucks" 105 | }, 106 | { 107 | "amount": -500, 108 | "date_transacted": "2025-06-04", 109 | "date_posted": "2025-06-06", 110 | "currency": "USD", 111 | "description": "United Airlines **** REFUND ****" 112 | }, 113 | { 114 | "amount": 5.4, 115 | "date_transacted": "2025-06-06", 116 | "date_posted": "2025-06-07", 117 | "currency": "USD", 118 | "description": "Uber 063015 SF**POOL**" 119 | }, 120 | { 121 | "amount": -4.22, 122 | "date_transacted": "2025-06-01", 123 | "date_posted": "2025-06-03", 124 | "currency": "USD", 125 | "description": "INTRST PYMNT" 126 | }, 127 | { 128 | "amount": 25, 129 | "date_transacted": "2025-06-06", 130 | "date_posted": "2025-06-07", 131 | "currency": "USD", 132 | "description": "CREDIT CARD 3333 PAYMENT *//" 133 | }, 134 | { 135 | "amount": 500, 136 | "date_transacted": "2025-05-16", 137 | "date_posted": "2025-05-18", 138 | "currency": "USD", 139 | "description": "Madison Bicycle Shop" 140 | }, 141 | { 142 | "amount": 500, 143 | "date_transacted": "2025-05-16", 144 | "date_posted": "2025-05-18", 145 | "currency": "USD", 146 | "description": "KFC" 147 | }, 148 | { 149 | "amount": 2078.5, 150 | "date_transacted": "2025-05-16", 151 | "date_posted": "2025-05-17", 152 | "currency": "USD", 153 | "description": "AUTOMATIC PAYMENT - THANK" 154 | }, 155 | { 156 | "amount": 500, 157 | "date_transacted": "2025-05-17", 158 | "date_posted": "2025-05-18", 159 | "currency": "USD", 160 | "description": "Tectra Inc" 161 | }, 162 | { 163 | "amount": 500, 164 | "date_transacted": "2025-05-22", 165 | "date_posted": "2025-05-23", 166 | "currency": "USD", 167 | "description": "United Airlines" 168 | }, 169 | { 170 | "amount": 78.5, 171 | "date_transacted": "2025-06-04", 172 | "date_posted": "2025-06-07", 173 | "currency": "USD", 174 | "description": "Touchstone Climbing" 175 | } 176 | ], 177 | "identity": { 178 | "names": [ 179 | "John Smith" 180 | ], 181 | "addresses": [ 182 | { 183 | "primary": true, 184 | "data": { 185 | "country": "US", 186 | "city": "New York", 187 | "street": "10003 Broadway Road", 188 | "postal_code": "10003", 189 | "region": "NY" 190 | } 191 | } 192 | ] 193 | } 194 | } 195 | ] 196 | } -------------------------------------------------------------------------------- /income/bank_income_basic.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "transactions": [ 7 | { 8 | "date_transacted": "2025-06-06", 9 | "date_posted": "2025-06-07", 10 | "amount": 1745.32, 11 | "description": "Discover credit card payment", 12 | "currency": "USD" 13 | }, 14 | { 15 | "date_transacted": "2025-05-06", 16 | "date_posted": "2025-05-07", 17 | "amount": 1098.42, 18 | "description": "Discover credit card payment", 19 | "currency": "USD" 20 | }, 21 | { 22 | "date_transacted": "2025-03-06", 23 | "date_posted": "2025-03-07", 24 | "amount": 900, 25 | "description": "Discover credit card payment", 26 | "currency": "USD" 27 | }, 28 | { 29 | "date_transacted": "2025-02-04", 30 | "date_posted": "2025-02-05", 31 | "amount": 1325.9, 32 | "description": "Discover credit card payment", 33 | "currency": "USD" 34 | }, 35 | { 36 | "date_transacted": "2025-01-04", 37 | "date_posted": "2025-01-05", 38 | "amount": 800.32, 39 | "description": "Discover credit card payment", 40 | "currency": "USD" 41 | }, 42 | { 43 | "date_transacted": "2024-12-04", 44 | "date_posted": "2024-12-05", 45 | "amount": 659.43, 46 | "description": "Discover credit card payment", 47 | "currency": "USD" 48 | }, 49 | { 50 | "date_transacted": "2024-11-04", 51 | "date_posted": "2024-11-05", 52 | "amount": 700, 53 | "description": "Discover credit card payment", 54 | "currency": "USD" 55 | }, 56 | { 57 | "date_transacted": "2024-10-04", 58 | "date_posted": "2024-10-05", 59 | "amount": 516.23, 60 | "description": "Discover credit card payment", 61 | "currency": "USD" 62 | }, 63 | { 64 | "date_transacted": "2024-09-04", 65 | "date_posted": "2024-09-05", 66 | "amount": 650, 67 | "description": "Discover credit card payment", 68 | "currency": "USD" 69 | }, 70 | { 71 | "date_transacted": "2024-08-04", 72 | "date_posted": "2024-08-05", 73 | "amount": 720, 74 | "description": "Discover credit card payment", 75 | "currency": "USD" 76 | }, 77 | { 78 | "date_transacted": "2024-07-07", 79 | "date_posted": "2024-07-08", 80 | "amount": 534, 81 | "description": "Discover credit card payment", 82 | "currency": "USD" 83 | }, 84 | { 85 | "date_transacted": "2024-06-06", 86 | "date_posted": "2024-06-07", 87 | "amount": 1020.43, 88 | "description": "Discover credit card payment", 89 | "currency": "USD" 90 | }, 91 | { 92 | "date_transacted": "2025-05-23", 93 | "date_posted": "2025-05-24", 94 | "amount": 267, 95 | "description": "Student Loan Repayment", 96 | "currency": "USD" 97 | }, 98 | { 99 | "date_transacted": "2025-04-22", 100 | "date_posted": "2025-04-23", 101 | "amount": 267, 102 | "description": "Student Loan Repayment", 103 | "currency": "USD" 104 | }, 105 | { 106 | "date_transacted": "2025-02-20", 107 | "date_posted": "2025-02-21", 108 | "amount": 267, 109 | "description": "Student Loan Repayment", 110 | "currency": "USD" 111 | }, 112 | { 113 | "date_transacted": "2025-01-21", 114 | "date_posted": "2025-01-22", 115 | "amount": 267, 116 | "description": "Student Loan Repayment", 117 | "currency": "USD" 118 | }, 119 | { 120 | "date_transacted": "2024-12-21", 121 | "date_posted": "2024-12-22", 122 | "amount": 267, 123 | "description": "Student Loan Repayment", 124 | "currency": "USD" 125 | }, 126 | { 127 | "date_transacted": "2024-11-20", 128 | "date_posted": "2024-11-21", 129 | "amount": 267, 130 | "description": "Student Loan Repayment", 131 | "currency": "USD" 132 | }, 133 | { 134 | "date_transacted": "2024-10-21", 135 | "date_posted": "2024-10-22", 136 | "amount": 267, 137 | "description": "Student Loan Repayment", 138 | "currency": "USD" 139 | }, 140 | { 141 | "date_transacted": "2024-09-20", 142 | "date_posted": "2024-09-21", 143 | "amount": 267, 144 | "description": "Student Loan Repayment", 145 | "currency": "USD" 146 | }, 147 | { 148 | "date_transacted": "2024-08-21", 149 | "date_posted": "2024-08-22", 150 | "amount": 267, 151 | "description": "Student Loan Repayment", 152 | "currency": "USD" 153 | }, 154 | { 155 | "date_transacted": "2024-07-21", 156 | "date_posted": "2024-07-22", 157 | "amount": 267, 158 | "description": "Student Loan Repayment", 159 | "currency": "USD" 160 | }, 161 | { 162 | "date_transacted": "2024-06-23", 163 | "date_posted": "2024-06-24", 164 | "amount": 267, 165 | "description": "Student Loan Repayment", 166 | "currency": "USD" 167 | }, 168 | { 169 | "date_transacted": "2024-05-23", 170 | "date_posted": "2024-05-24", 171 | "amount": 267, 172 | "description": "Student Loan Repayment", 173 | "currency": "USD" 174 | }, 175 | { 176 | "date_transacted": "2025-05-23", 177 | "date_posted": "2025-05-24", 178 | "amount": 524, 179 | "description": "Auto Loan Payment", 180 | "currency": "USD" 181 | }, 182 | { 183 | "date_transacted": "2025-04-22", 184 | "date_posted": "2025-04-23", 185 | "amount": 524, 186 | "description": "Auto Loan Payment", 187 | "currency": "USD" 188 | }, 189 | { 190 | "date_transacted": "2025-02-20", 191 | "date_posted": "2025-02-21", 192 | "amount": 524, 193 | "description": "Auto Loan Payment", 194 | "currency": "USD" 195 | }, 196 | { 197 | "date_transacted": "2025-01-21", 198 | "date_posted": "2025-01-22", 199 | "amount": 524, 200 | "description": "Auto Loan Payment", 201 | "currency": "USD" 202 | }, 203 | { 204 | "date_transacted": "2024-12-21", 205 | "date_posted": "2024-12-22", 206 | "amount": 524, 207 | "description": "Auto Loan Payment", 208 | "currency": "USD" 209 | }, 210 | { 211 | "date_transacted": "2024-11-20", 212 | "date_posted": "2024-11-21", 213 | "amount": 524, 214 | "description": "Auto Loan Payment", 215 | "currency": "USD" 216 | }, 217 | { 218 | "date_transacted": "2024-10-21", 219 | "date_posted": "2024-10-22", 220 | "amount": 524, 221 | "description": "Auto Loan Payment", 222 | "currency": "USD" 223 | }, 224 | { 225 | "date_transacted": "2024-09-20", 226 | "date_posted": "2024-09-21", 227 | "amount": 524, 228 | "description": "Auto Loan Payment", 229 | "currency": "USD" 230 | }, 231 | { 232 | "date_transacted": "2024-08-21", 233 | "date_posted": "2024-08-22", 234 | "amount": 524, 235 | "description": "Auto Loan Payment", 236 | "currency": "USD" 237 | }, 238 | { 239 | "date_transacted": "2024-07-21", 240 | "date_posted": "2024-07-22", 241 | "amount": 524, 242 | "description": "Auto Loan Payment", 243 | "currency": "USD" 244 | }, 245 | { 246 | "date_transacted": "2024-06-23", 247 | "date_posted": "2024-06-24", 248 | "amount": 524, 249 | "description": "Auto Loan Payment", 250 | "currency": "USD" 251 | }, 252 | { 253 | "date_transacted": "2024-05-23", 254 | "date_posted": "2024-05-24", 255 | "amount": 524, 256 | "description": "Auto Loan Payment", 257 | "currency": "USD" 258 | }, 259 | { 260 | "date_transacted": "2025-05-23", 261 | "date_posted": "2025-05-24", 262 | "amount": 2745, 263 | "description": "Mortgage Payment", 264 | "currency": "USD" 265 | }, 266 | { 267 | "date_transacted": "2025-04-22", 268 | "date_posted": "2025-04-23", 269 | "amount": 2745, 270 | "description": "Mortgage Payment", 271 | "currency": "USD" 272 | }, 273 | { 274 | "date_transacted": "2025-02-20", 275 | "date_posted": "2025-02-21", 276 | "amount": 2745, 277 | "description": "Mortgage Payment", 278 | "currency": "USD" 279 | }, 280 | { 281 | "date_transacted": "2025-01-21", 282 | "date_posted": "2025-01-22", 283 | "amount": 2745, 284 | "description": "Mortgage Payment", 285 | "currency": "USD" 286 | }, 287 | { 288 | "date_transacted": "2024-12-21", 289 | "date_posted": "2024-12-22", 290 | "amount": 2745, 291 | "description": "Mortgage Payment", 292 | "currency": "USD" 293 | }, 294 | { 295 | "date_transacted": "2024-11-20", 296 | "date_posted": "2024-11-21", 297 | "amount": 2745, 298 | "description": "Mortgage Payment", 299 | "currency": "USD" 300 | }, 301 | { 302 | "date_transacted": "2024-10-21", 303 | "date_posted": "2024-10-22", 304 | "amount": 2745, 305 | "description": "Mortgage Payment", 306 | "currency": "USD" 307 | }, 308 | { 309 | "date_transacted": "2024-09-20", 310 | "date_posted": "2024-09-21", 311 | "amount": 2745, 312 | "description": "Mortgage Payment", 313 | "currency": "USD" 314 | }, 315 | { 316 | "date_transacted": "2024-08-21", 317 | "date_posted": "2024-08-22", 318 | "amount": 2745, 319 | "description": "Mortgage Payment", 320 | "currency": "USD" 321 | }, 322 | { 323 | "date_transacted": "2024-07-21", 324 | "date_posted": "2024-07-22", 325 | "amount": 2745, 326 | "description": "Mortgage Payment", 327 | "currency": "USD" 328 | }, 329 | { 330 | "date_transacted": "2024-06-23", 331 | "date_posted": "2024-06-24", 332 | "amount": 2745, 333 | "description": "Mortgage Payment", 334 | "currency": "USD" 335 | }, 336 | { 337 | "date_transacted": "2024-05-23", 338 | "date_posted": "2024-05-24", 339 | "amount": 2745, 340 | "description": "Mortgage Payment", 341 | "currency": "USD" 342 | }, 343 | { 344 | "date_transacted": "2025-05-06", 345 | "date_posted": "2025-05-07", 346 | "amount": -5500, 347 | "description": "Plaid Direct Dep", 348 | "currency": "USD" 349 | }, 350 | { 351 | "date_transacted": "2025-04-07", 352 | "date_posted": "2025-04-08", 353 | "amount": -5500, 354 | "description": "Plaid Direct Dep", 355 | "currency": "USD" 356 | }, 357 | { 358 | "date_transacted": "2025-03-07", 359 | "date_posted": "2025-03-08", 360 | "amount": -5500, 361 | "description": "Plaid Direct Dep", 362 | "currency": "USD" 363 | }, 364 | { 365 | "date_transacted": "2025-02-04", 366 | "date_posted": "2025-02-05", 367 | "amount": -5000, 368 | "description": "Plaid Direct Dep", 369 | "currency": "USD" 370 | }, 371 | { 372 | "date_transacted": "2025-01-05", 373 | "date_posted": "2025-01-06", 374 | "amount": -5000, 375 | "description": "Plaid Direct Dep", 376 | "currency": "USD" 377 | }, 378 | { 379 | "date_transacted": "2024-12-05", 380 | "date_posted": "2024-12-06", 381 | "amount": -5000, 382 | "description": "Plaid Direct Dep", 383 | "currency": "USD" 384 | }, 385 | { 386 | "date_transacted": "2024-11-05", 387 | "date_posted": "2024-11-06", 388 | "amount": -5000, 389 | "description": "Plaid Direct Dep", 390 | "currency": "USD" 391 | }, 392 | { 393 | "date_transacted": "2024-10-05", 394 | "date_posted": "2024-10-06", 395 | "amount": -5000, 396 | "description": "Plaid Direct Dep", 397 | "currency": "USD" 398 | }, 399 | { 400 | "date_transacted": "2024-09-05", 401 | "date_posted": "2024-09-06", 402 | "amount": -5000, 403 | "description": "Plaid Direct Dep", 404 | "currency": "USD" 405 | }, 406 | { 407 | "date_transacted": "2024-08-05", 408 | "date_posted": "2024-08-06", 409 | "amount": -5000, 410 | "description": "Plaid Direct Dep", 411 | "currency": "USD" 412 | }, 413 | { 414 | "date_transacted": "2024-07-08", 415 | "date_posted": "2024-07-09", 416 | "amount": -5000, 417 | "description": "Plaid Direct Dep", 418 | "currency": "USD" 419 | }, 420 | { 421 | "date_transacted": "2024-06-07", 422 | "date_posted": "2024-06-08", 423 | "amount": -5000, 424 | "description": "Plaid Direct Dep", 425 | "currency": "USD" 426 | }, 427 | { 428 | "amount": 6.33, 429 | "date_transacted": "2024-12-27", 430 | "date_posted": "2024-12-28", 431 | "currency": "USD", 432 | "description": "Uber 072515 SF**POOL**" 433 | }, 434 | { 435 | "amount": 89.4, 436 | "date_transacted": "2025-01-09", 437 | "date_posted": "2025-01-10", 438 | "currency": "USD", 439 | "description": "SparkFun" 440 | }, 441 | { 442 | "amount": 12, 443 | "date_transacted": "2025-01-10", 444 | "date_posted": "2025-01-11", 445 | "currency": "USD", 446 | "description": "McDonalds #3322" 447 | }, 448 | { 449 | "amount": 4.33, 450 | "date_transacted": "2025-01-10", 451 | "date_posted": "2025-01-12", 452 | "currency": "USD", 453 | "description": "Starbucks" 454 | }, 455 | { 456 | "amount": -500, 457 | "date_transacted": "2025-01-11", 458 | "date_posted": "2025-01-13", 459 | "currency": "USD", 460 | "description": "United Airlines **** REFUND ****" 461 | }, 462 | { 463 | "amount": 5.4, 464 | "date_transacted": "2025-01-13", 465 | "date_posted": "2025-01-14", 466 | "currency": "USD", 467 | "description": "Uber 063015 SF**POOL**" 468 | }, 469 | { 470 | "amount": -4.22, 471 | "date_transacted": "2025-01-08", 472 | "date_posted": "2025-01-10", 473 | "currency": "USD", 474 | "description": "INTRST PYMNT" 475 | }, 476 | { 477 | "amount": 25, 478 | "date_transacted": "2025-01-13", 479 | "date_posted": "2025-01-14", 480 | "currency": "USD", 481 | "description": "CREDIT CARD 3333 PAYMENT *//" 482 | }, 483 | { 484 | "amount": 500, 485 | "date_transacted": "2024-12-23", 486 | "date_posted": "2024-12-25", 487 | "currency": "USD", 488 | "description": "Madison Bicycle Shop" 489 | }, 490 | { 491 | "amount": 50, 492 | "date_transacted": "2024-12-23", 493 | "date_posted": "2024-12-25", 494 | "currency": "USD", 495 | "description": "KFC" 496 | }, 497 | { 498 | "amount": 2078.5, 499 | "date_transacted": "2024-12-23", 500 | "date_posted": "2024-12-24", 501 | "currency": "USD", 502 | "description": "AUTOMATIC PAYMENT - THANK" 503 | }, 504 | { 505 | "amount": 400, 506 | "date_transacted": "2024-12-24", 507 | "date_posted": "2024-12-25", 508 | "currency": "USD", 509 | "description": "Tectra Inc" 510 | }, 511 | { 512 | "amount": 500, 513 | "date_transacted": "2024-12-29", 514 | "date_posted": "2024-12-30", 515 | "currency": "USD", 516 | "description": "United Airlines" 517 | }, 518 | { 519 | "amount": 78.5, 520 | "date_transacted": "2025-01-11", 521 | "date_posted": "2025-01-14", 522 | "currency": "USD", 523 | "description": "Touchstone Climbing" 524 | } 525 | ], 526 | "identity": { 527 | "names": [ 528 | "George Smith" 529 | ], 530 | "addresses": [ 531 | { 532 | "primary": true, 533 | "data": { 534 | "country": "US", 535 | "city": "New York", 536 | "street": "10003 Broadway Road", 537 | "postal_code": "10003", 538 | "region": "NY" 539 | } 540 | } 541 | ] 542 | } 543 | } 544 | ] 545 | } -------------------------------------------------------------------------------- /income/bank_income_custom_user_5_income_sources.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "transactions": [ 7 | { 8 | "date_transacted": "2025-05-24", 9 | "date_posted": "2025-05-25", 10 | "amount": -2000, 11 | "description": "Plaid Direct Dep", 12 | "currency": "USD" 13 | }, 14 | { 15 | "date_transacted": "2025-04-23", 16 | "date_posted": "2025-04-24", 17 | "amount": -2000, 18 | "description": "Plaid Direct Dep", 19 | "currency": "USD" 20 | }, 21 | { 22 | "date_transacted": "2025-03-24", 23 | "date_posted": "2025-03-25", 24 | "amount": -2000, 25 | "description": "Plaid Direct Dep", 26 | "currency": "USD" 27 | }, 28 | { 29 | "date_transacted": "2025-02-21", 30 | "date_posted": "2025-02-22", 31 | "amount": -2000, 32 | "description": "Plaid Direct Dep", 33 | "currency": "USD" 34 | }, 35 | { 36 | "date_transacted": "2025-01-24", 37 | "date_posted": "2025-01-25", 38 | "amount": -2000, 39 | "description": "Plaid Direct Dep", 40 | "currency": "USD" 41 | }, 42 | { 43 | "date_transacted": "2024-12-24", 44 | "date_posted": "2024-12-25", 45 | "amount": -2000, 46 | "description": "Plaid Direct Dep", 47 | "currency": "USD" 48 | }, 49 | { 50 | "date_transacted": "2025-05-13", 51 | "date_posted": "2025-05-14", 52 | "amount": -2500, 53 | "description": "Social Security Administration", 54 | "currency": "USD" 55 | }, 56 | { 57 | "date_transacted": "2025-04-12", 58 | "date_posted": "2025-04-13", 59 | "amount": -2500, 60 | "description": "Social Security Administration", 61 | "currency": "USD" 62 | }, 63 | { 64 | "date_transacted": "2025-03-13", 65 | "date_posted": "2025-03-14", 66 | "amount": -2500, 67 | "description": "Social Security Administration", 68 | "currency": "USD" 69 | }, 70 | { 71 | "date_transacted": "2025-06-06", 72 | "date_posted": "2025-06-07", 73 | "amount": -25, 74 | "description": "bank interest payment", 75 | "currency": "USD" 76 | }, 77 | { 78 | "date_transacted": "2025-05-06", 79 | "date_posted": "2025-05-07", 80 | "amount": -25, 81 | "description": "bank interest payment", 82 | "currency": "USD" 83 | }, 84 | { 85 | "date_transacted": "2025-04-06", 86 | "date_posted": "2025-04-07", 87 | "amount": -25, 88 | "description": "bank interest payment", 89 | "currency": "USD" 90 | } 91 | ], 92 | "identity": { 93 | "names": [ 94 | "John Smith" 95 | ], 96 | "addresses": [ 97 | { 98 | "primary": true, 99 | "data": { 100 | "country": "US", 101 | "city": "New York", 102 | "street": "10003 Broadway Road", 103 | "postal_code": "10003", 104 | "region": "NY" 105 | } 106 | } 107 | ] 108 | } 109 | }, 110 | { 111 | "type": "depository", 112 | "subtype": "savings", 113 | "transactions": [ 114 | { 115 | "date_transacted": "2025-05-24", 116 | "date_posted": "2025-05-25", 117 | "amount": -1000, 118 | "description": "Uber Payment", 119 | "currency": "USD" 120 | }, 121 | { 122 | "date_transacted": "2025-05-09", 123 | "date_posted": "2025-05-10", 124 | "amount": -1000, 125 | "description": "Uber Payment", 126 | "currency": "USD" 127 | }, 128 | { 129 | "date_transacted": "2025-04-23", 130 | "date_posted": "2025-04-24", 131 | "amount": -1000, 132 | "description": "Uber Payment", 133 | "currency": "USD" 134 | }, 135 | { 136 | "date_transacted": "2025-04-08", 137 | "date_posted": "2025-04-09", 138 | "amount": -1000, 139 | "description": "Uber Payment", 140 | "currency": "USD" 141 | }, 142 | { 143 | "date_transacted": "2025-03-24", 144 | "date_posted": "2025-03-25", 145 | "amount": -1000, 146 | "description": "Uber Payment", 147 | "currency": "USD" 148 | }, 149 | { 150 | "date_transacted": "2025-03-09", 151 | "date_posted": "2025-03-10", 152 | "amount": -1000, 153 | "description": "Uber Payment", 154 | "currency": "USD" 155 | }, 156 | { 157 | "date_transacted": "2025-05-28", 158 | "date_posted": "2025-05-29", 159 | "amount": -1200, 160 | "description": "Lyft Payment", 161 | "currency": "USD" 162 | }, 163 | { 164 | "date_transacted": "2025-05-21", 165 | "date_posted": "2025-05-22", 166 | "amount": -1200, 167 | "description": "Lyft Payment", 168 | "currency": "USD" 169 | }, 170 | { 171 | "date_transacted": "2025-05-14", 172 | "date_posted": "2025-05-15", 173 | "amount": -1200, 174 | "description": "Lyft Payment", 175 | "currency": "USD" 176 | }, 177 | { 178 | "date_transacted": "2025-05-07", 179 | "date_posted": "2025-05-08", 180 | "amount": -1200, 181 | "description": "Lyft Payment", 182 | "currency": "USD" 183 | }, 184 | { 185 | "date_transacted": "2025-04-30", 186 | "date_posted": "2025-05-01", 187 | "amount": -1200, 188 | "description": "Lyft Payment", 189 | "currency": "USD" 190 | }, 191 | { 192 | "date_transacted": "2025-04-23", 193 | "date_posted": "2025-04-24", 194 | "amount": -1200, 195 | "description": "Lyft Payment", 196 | "currency": "USD" 197 | } 198 | ], 199 | "identity": { 200 | "names": [ 201 | "John Smith" 202 | ], 203 | "addresses": [ 204 | { 205 | "primary": true, 206 | "data": { 207 | "country": "US", 208 | "city": "New York", 209 | "street": "10003 Broadway Road", 210 | "postal_code": "10003", 211 | "region": "NY" 212 | } 213 | } 214 | ] 215 | } 216 | } 217 | ] 218 | } -------------------------------------------------------------------------------- /income/bank_income_custom_user_6+_employers_in_90_days.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "transactions": [ 7 | { 8 | "date_transacted": "2025-05-24", 9 | "date_posted": "2025-05-25", 10 | "amount": -2000, 11 | "description": "Plaid Direct Dep", 12 | "currency": "USD" 13 | }, 14 | { 15 | "date_transacted": "2025-04-23", 16 | "date_posted": "2025-04-24", 17 | "amount": -2000, 18 | "description": "Plaid Direct Dep", 19 | "currency": "USD" 20 | }, 21 | { 22 | "date_transacted": "2025-03-24", 23 | "date_posted": "2025-03-25", 24 | "amount": -2000, 25 | "description": "Plaid Direct Dep", 26 | "currency": "USD" 27 | }, 28 | { 29 | "date_transacted": "2025-02-21", 30 | "date_posted": "2025-02-22", 31 | "amount": -2000, 32 | "description": "Plaid Direct Dep", 33 | "currency": "USD" 34 | }, 35 | { 36 | "date_transacted": "2025-01-24", 37 | "date_posted": "2025-01-25", 38 | "amount": -2000, 39 | "description": "Plaid Direct Dep", 40 | "currency": "USD" 41 | }, 42 | { 43 | "date_transacted": "2024-12-24", 44 | "date_posted": "2024-12-25", 45 | "amount": -2000, 46 | "description": "Plaid Direct Dep", 47 | "currency": "USD" 48 | }, 49 | { 50 | "date_transacted": "2025-05-13", 51 | "date_posted": "2025-05-14", 52 | "amount": -2500, 53 | "description": "Social Security Administration", 54 | "currency": "USD" 55 | }, 56 | { 57 | "date_transacted": "2025-04-12", 58 | "date_posted": "2025-04-13", 59 | "amount": -2500, 60 | "description": "Social Security Administration", 61 | "currency": "USD" 62 | }, 63 | { 64 | "date_transacted": "2025-03-13", 65 | "date_posted": "2025-03-14", 66 | "amount": -2500, 67 | "description": "Social Security Administration", 68 | "currency": "USD" 69 | }, 70 | { 71 | "date_transacted": "2025-06-06", 72 | "date_posted": "2025-06-07", 73 | "amount": -25, 74 | "description": "bank interest payment", 75 | "currency": "USD" 76 | }, 77 | { 78 | "date_transacted": "2025-05-06", 79 | "date_posted": "2025-05-07", 80 | "amount": -25, 81 | "description": "bank interest payment", 82 | "currency": "USD" 83 | }, 84 | { 85 | "date_transacted": "2025-04-06", 86 | "date_posted": "2025-04-07", 87 | "amount": -25, 88 | "description": "bank interest payment", 89 | "currency": "USD" 90 | }, 91 | { 92 | "date_transacted": "2025-05-09", 93 | "date_posted": "2025-05-10", 94 | "amount": -75, 95 | "description": "child support", 96 | "currency": "USD" 97 | }, 98 | { 99 | "date_transacted": "2025-04-26", 100 | "date_posted": "2025-04-27", 101 | "amount": -75, 102 | "description": "child support", 103 | "currency": "USD" 104 | }, 105 | { 106 | "date_transacted": "2025-04-06", 107 | "date_posted": "2025-04-07", 108 | "amount": -75, 109 | "description": "child support", 110 | "currency": "USD" 111 | }, 112 | { 113 | "date_transacted": "2025-05-28", 114 | "date_posted": "2025-05-29", 115 | "amount": -750, 116 | "description": "Unemployment Benefits", 117 | "currency": "USD" 118 | }, 119 | { 120 | "date_transacted": "2025-05-14", 121 | "date_posted": "2025-05-15", 122 | "amount": -750, 123 | "description": "Unemployment Benefits", 124 | "currency": "USD" 125 | }, 126 | { 127 | "date_transacted": "2025-04-30", 128 | "date_posted": "2025-05-01", 129 | "amount": -750, 130 | "description": "Unemployment Benefits", 131 | "currency": "USD" 132 | }, 133 | { 134 | "date_transacted": "2025-04-16", 135 | "date_posted": "2025-04-17", 136 | "amount": -750, 137 | "description": "Unemployment Benefits", 138 | "currency": "USD" 139 | } 140 | ], 141 | "identity": { 142 | "names": [ 143 | "John Smith" 144 | ], 145 | "addresses": [ 146 | { 147 | "primary": true, 148 | "data": { 149 | "country": "US", 150 | "city": "New York", 151 | "street": "10003 Broadway Road", 152 | "postal_code": "10003", 153 | "region": "NY" 154 | } 155 | } 156 | ] 157 | } 158 | }, 159 | { 160 | "type": "depository", 161 | "subtype": "savings", 162 | "transactions": [ 163 | { 164 | "date_transacted": "2025-05-24", 165 | "date_posted": "2025-05-25", 166 | "amount": -1000, 167 | "description": "Uber Payment", 168 | "currency": "USD" 169 | }, 170 | { 171 | "date_transacted": "2025-05-09", 172 | "date_posted": "2025-05-10", 173 | "amount": -1000, 174 | "description": "Uber Payment", 175 | "currency": "USD" 176 | }, 177 | { 178 | "date_transacted": "2025-04-23", 179 | "date_posted": "2025-04-24", 180 | "amount": -1000, 181 | "description": "Uber Payment", 182 | "currency": "USD" 183 | }, 184 | { 185 | "date_transacted": "2025-04-08", 186 | "date_posted": "2025-04-09", 187 | "amount": -1000, 188 | "description": "Uber Payment", 189 | "currency": "USD" 190 | }, 191 | { 192 | "date_transacted": "2025-03-24", 193 | "date_posted": "2025-03-25", 194 | "amount": -1000, 195 | "description": "Uber Payment", 196 | "currency": "USD" 197 | }, 198 | { 199 | "date_transacted": "2025-03-09", 200 | "date_posted": "2025-03-10", 201 | "amount": -1000, 202 | "description": "Uber Payment", 203 | "currency": "USD" 204 | }, 205 | { 206 | "date_transacted": "2025-05-28", 207 | "date_posted": "2025-05-29", 208 | "amount": -1200, 209 | "description": "Lyft Payment", 210 | "currency": "USD" 211 | }, 212 | { 213 | "date_transacted": "2025-05-21", 214 | "date_posted": "2025-05-22", 215 | "amount": -1200, 216 | "description": "Lyft Payment", 217 | "currency": "USD" 218 | }, 219 | { 220 | "date_transacted": "2025-05-14", 221 | "date_posted": "2025-05-15", 222 | "amount": -1200, 223 | "description": "Lyft Payment", 224 | "currency": "USD" 225 | }, 226 | { 227 | "date_transacted": "2025-05-07", 228 | "date_posted": "2025-05-08", 229 | "amount": -1200, 230 | "description": "Lyft Payment", 231 | "currency": "USD" 232 | }, 233 | { 234 | "date_transacted": "2025-04-30", 235 | "date_posted": "2025-05-01", 236 | "amount": -1200, 237 | "description": "Lyft Payment", 238 | "currency": "USD" 239 | }, 240 | { 241 | "date_transacted": "2025-04-23", 242 | "date_posted": "2025-04-24", 243 | "amount": -1200, 244 | "description": "Lyft Payment", 245 | "currency": "USD" 246 | } 247 | ], 248 | "identity": { 249 | "names": [ 250 | "John Smith" 251 | ], 252 | "addresses": [ 253 | { 254 | "primary": true, 255 | "data": { 256 | "country": "US", 257 | "city": "New York", 258 | "street": "10003 Broadway Road", 259 | "postal_code": "10003", 260 | "region": "NY" 261 | } 262 | } 263 | ] 264 | } 265 | } 266 | ] 267 | } -------------------------------------------------------------------------------- /income/bank_income_custom_user_random_income_over_90_days.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "transactions": [ 7 | { 8 | "date_transacted": "2025-06-06", 9 | "date_posted": "2025-06-07", 10 | "amount": -2000, 11 | "description": "Plaid Direct Dep", 12 | "currency": "USD" 13 | }, 14 | { 15 | "date_transacted": "2025-04-21", 16 | "date_posted": "2025-04-22", 17 | "amount": -2000, 18 | "description": "Plaid Direct Dep", 19 | "currency": "USD" 20 | }, 21 | { 22 | "date_transacted": "2025-03-31", 23 | "date_posted": "2025-04-01", 24 | "amount": -2000, 25 | "description": "Plaid Direct Dep", 26 | "currency": "USD" 27 | }, 28 | { 29 | "date_transacted": "2025-05-26", 30 | "date_posted": "2025-05-27", 31 | "amount": -2500, 32 | "description": "Social Security Administration", 33 | "currency": "USD" 34 | }, 35 | { 36 | "date_transacted": "2025-05-11", 37 | "date_posted": "2025-05-12", 38 | "amount": -2500, 39 | "description": "Social Security Administration", 40 | "currency": "USD" 41 | }, 42 | { 43 | "date_transacted": "2025-05-22", 44 | "date_posted": "2025-05-23", 45 | "amount": -75, 46 | "description": "child support", 47 | "currency": "USD" 48 | }, 49 | { 50 | "date_transacted": "2025-04-30", 51 | "date_posted": "2025-05-01", 52 | "amount": -75, 53 | "description": "child support", 54 | "currency": "USD" 55 | }, 56 | { 57 | "date_transacted": "2025-04-08", 58 | "date_posted": "2025-04-09", 59 | "amount": -75, 60 | "description": "child support", 61 | "currency": "USD" 62 | } 63 | ], 64 | "identity": { 65 | "names": [ 66 | "John Smith" 67 | ], 68 | "addresses": [ 69 | { 70 | "primary": true, 71 | "data": { 72 | "country": "US", 73 | "city": "New York", 74 | "street": "10003 Broadway Road", 75 | "postal_code": "10003", 76 | "region": "NY" 77 | } 78 | } 79 | ] 80 | } 81 | }, 82 | { 83 | "type": "depository", 84 | "subtype": "savings", 85 | "transactions": [ 86 | { 87 | "date_transacted": "2025-06-06", 88 | "date_posted": "2025-06-07", 89 | "amount": -1000, 90 | "description": "Uber Payment", 91 | "currency": "USD" 92 | }, 93 | { 94 | "date_transacted": "2025-05-26", 95 | "date_posted": "2025-05-27", 96 | "amount": -1000, 97 | "description": "Uber Payment", 98 | "currency": "USD" 99 | } 100 | ], 101 | "identity": { 102 | "names": [ 103 | "John Smith" 104 | ], 105 | "addresses": [ 106 | { 107 | "primary": true, 108 | "data": { 109 | "country": "US", 110 | "city": "New York", 111 | "street": "10003 Broadway Road", 112 | "postal_code": "10003", 113 | "region": "NY" 114 | } 115 | } 116 | ] 117 | } 118 | } 119 | ] 120 | } -------------------------------------------------------------------------------- /income/document_income/README.md: -------------------------------------------------------------------------------- 1 | # Document Income Customizations 2 | 3 | To use these files, launch the Document Income Link flow in Sandbox and upload the .json file(s) when prompted to upload an income document. For more details, see the [Plaid Document Income docs](https://plaid.com/docs/income/document-income/#testing-document-income). -------------------------------------------------------------------------------- /income/document_income/ocr_failure.json: -------------------------------------------------------------------------------- 1 | { 2 | "ocr_status": "ERROR_PROCESSING" 3 | } -------------------------------------------------------------------------------- /income/document_income/paystub_and_risk_signals.json: -------------------------------------------------------------------------------- 1 | { 2 | "paystub": { 3 | "employee": { 4 | "name": "Chip Hazard", 5 | "address": { 6 | "city": "Burbank", 7 | "region": "CA", 8 | "street": "411 N Hollywood Way", 9 | "postal_code": "91505", 10 | "country": "US" 11 | }, 12 | "taxpayer_id": { 13 | "id_type": "SSN", 14 | "id_mask": "7512" 15 | }, 16 | "marital_status": "SINGLE" 17 | }, 18 | "employer": { 19 | "name": "Heartland Toy Company", 20 | "address": { 21 | "city": "Burbank", 22 | "region": "CA", 23 | "street": "411 N Hollywood Way", 24 | "postal_code": "91505", 25 | "country": "US" 26 | } 27 | }, 28 | "pay_period_details": { 29 | "start_date": "2025-05-22", 30 | "end_date": "2025-06-07", 31 | "pay_day": "2025-06-07", 32 | "gross_earnings": 1000.39, 33 | "check_amount": 499.28 34 | }, 35 | "earnings": { 36 | "total": { 37 | "hours": 25, 38 | "currency": "USD" 39 | }, 40 | "breakdown": [ 41 | { 42 | "canonical_description": "REGULAR_PAY", 43 | "current_amount": 1000.39, 44 | "description": "REGULAR_PAY", 45 | "currency": "USD", 46 | "ytd_amount": 3000.39, 47 | "hours": 25 48 | } 49 | ] 50 | }, 51 | "deductions": { 52 | "total": { 53 | "current_amount": 200.15, 54 | "currency": "USD", 55 | "ytd_amount": 1000.15 56 | }, 57 | "breakdown": [ 58 | { 59 | "current_amount": 200.15, 60 | "description": "401K", 61 | "currency": "USD", 62 | "ytd_amount": 1000.15 63 | } 64 | ] 65 | }, 66 | "net_pay": { 67 | "description": "TOTAL NET PAY", 68 | "currency": "USD", 69 | "ytd_amount": 1500.0 70 | } 71 | }, 72 | "single_document_risk_signals": { 73 | "risk_summary": { 74 | "risk_score": 70 75 | }, 76 | "risk_signals": [ 77 | { 78 | "actual_value": "2.00", 79 | "expected_value": "25.09", 80 | "field": null, 81 | "signal_description": null, 82 | "has_fraud_risk": true, 83 | "type": "MASKING", 84 | "page_number": 1, 85 | "institution_metadata": { 86 | "item_id": "testItemID" 87 | } 88 | }, 89 | { 90 | "actual_value": null, 91 | "expected_value": null, 92 | "field": null, 93 | "signal_description": "Creation date and modification date do not match", 94 | "has_fraud_risk": true, 95 | "institution_metadata": null, 96 | "type": "METADATA_DATES_OUTSIDE_WINDOW", 97 | "page_number": 0 98 | } 99 | ] 100 | }, 101 | "ocr_status": "SUCCESS", 102 | "risk_signals_status": "SUCCESS" 103 | } -------------------------------------------------------------------------------- /income/document_income/risk_signals_failure.json: -------------------------------------------------------------------------------- 1 | { 2 | "risk_signals_status": "ERROR_PROCESSING" 3 | } -------------------------------------------------------------------------------- /income/document_income/risk_signals_password_protected.json: -------------------------------------------------------------------------------- 1 | { 2 | "risk_signals_status": "PASSWORD_PROTECTED" 3 | } -------------------------------------------------------------------------------- /income/document_income/risk_signals_virus_detected.json: -------------------------------------------------------------------------------- 1 | { 2 | "risk_signals_status": "VIRUS_DETECTED" 3 | } -------------------------------------------------------------------------------- /income/document_income/w2.json: -------------------------------------------------------------------------------- 1 | { 2 | "w2": { 3 | "employee": { 4 | "name": "Chip Hazard", 5 | "address": { 6 | "city": "Burbank", 7 | "region": "CA", 8 | "street": "411 N Hollywood Way", 9 | "postal_code": "91505", 10 | "country": "US" 11 | } 12 | }, 13 | "employer": { 14 | "name": "Heartland Toy Company", 15 | "address": { 16 | "city": "Burbank", 17 | "region": "CA", 18 | "street": "411 N Hollywood Way", 19 | "postal_code": "91505", 20 | "country": "US" 21 | } 22 | }, 23 | "tax_year": 2023, 24 | "employer_id_number": "12-1234567", 25 | "wages_tips_other_comp": 1000, 26 | "federal_income_tax_withheld": 1000, 27 | "social_security_wages": 1000, 28 | "social_security_tax_withheld": 1000, 29 | "medicare_wages_and_tips": 1000, 30 | "medicare_tax_withheld": 1000, 31 | "social_security_tips": 1000, 32 | "allocated_tips": 1000, 33 | "box_9": "box9", 34 | "dependent_care_benefits": 1000, 35 | "nonqualified_plans": 1000, 36 | "statutory_employee": true, 37 | "retirement_plan": true, 38 | "third_party_sick_pay": true, 39 | "other": "other", 40 | "box_12": [ 41 | { 42 | "code": "AA", 43 | "amount": 200 44 | } 45 | ], 46 | "state_and_local_wages": [ 47 | { 48 | "state": "UT", 49 | "employer_state_id_number": "11111111111AAA", 50 | "state_wages_tips": 200, 51 | "state_income_tax": 200, 52 | "local_wages_tips": 200, 53 | "local_income_tax": 200, 54 | "locality_name": "local" 55 | } 56 | ] 57 | }, 58 | "ocr_status": "SUCCESS" 59 | } -------------------------------------------------------------------------------- /income/payroll_income_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "payroll", 5 | "subtype": "payroll", 6 | "income": { 7 | "paystubs": [ 8 | { 9 | "employee": { 10 | "name": "Chip Hazard", 11 | "address": { 12 | "city": "Burbank", 13 | "region": "CA", 14 | "street": "411 N Hollywood Way", 15 | "postal_code": "91505", 16 | "country": "US" 17 | } 18 | }, 19 | "employer": { 20 | "name": "Heartland Toy Company" 21 | }, 22 | "income_breakdown": [ 23 | { 24 | "type": "regular", 25 | "rate": 20, 26 | "hours": 40, 27 | "total": 800 28 | }, 29 | { 30 | "type": "overtime", 31 | "rate": 30, 32 | "hours": 6.68, 33 | "total": 200.39 34 | } 35 | ], 36 | "pay_period_details": { 37 | "start_date": "2025-05-10", 38 | "end_date": "2025-05-21", 39 | "pay_day": "2025-05-24", 40 | "gross_earnings": 1000.39, 41 | "check_amount": 499.28 42 | } 43 | }, 44 | { 45 | "employee": { 46 | "name": "Chip Hazard", 47 | "address": { 48 | "city": "Burbank", 49 | "region": "CA", 50 | "street": "411 N Hollywood Way", 51 | "postal_code": "91505", 52 | "country": "US" 53 | } 54 | }, 55 | "employer": { 56 | "name": "Heartland Toy Company" 57 | }, 58 | "income_breakdown": [ 59 | { 60 | "type": "regular", 61 | "rate": 20, 62 | "hours": 40, 63 | "total": 800 64 | } 65 | ], 66 | "pay_period_details": { 67 | "start_date": "2025-05-24", 68 | "end_date": "2025-06-04", 69 | "pay_day": "2025-06-07", 70 | "gross_earnings": 800, 71 | "check_amount": 300 72 | } 73 | } 74 | ] 75 | } 76 | } 77 | ] 78 | } -------------------------------------------------------------------------------- /income/selfEmployedGiguser.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "savings", 6 | "starting_balance": 30000, 7 | "transactions": [ 8 | { 9 | "date_transacted": "2025-02-05", 10 | "date_posted": "2025-02-06", 11 | "amount": -1600, 12 | "description": "Self Payout From Business", 13 | "currency": "USD" 14 | }, 15 | { 16 | "date_transacted": "2025-06-07", 17 | "date_posted": "2024-06-08", 18 | "amount": 5, 19 | "description": "Overdraft fee", 20 | "currency": "USD" 21 | }, 22 | { 23 | "date_transacted": "2025-06-07", 24 | "date_posted": "2024-06-08", 25 | "amount": 12, 26 | "description": "NSF fee", 27 | "currency": "USD" 28 | }, 29 | { 30 | "date_transacted": "2025-01-20", 31 | "date_posted": "2025-01-21", 32 | "amount": -1600, 33 | "description": "Self Payout From Business", 34 | "currency": "USD" 35 | }, 36 | { 37 | "date_transacted": "2025-01-05", 38 | "date_posted": "2025-01-06", 39 | "amount": -1600, 40 | "description": "Self Payout From Business", 41 | "currency": "USD" 42 | }, 43 | { 44 | "date_transacted": "2024-12-20", 45 | "date_posted": "2024-12-21", 46 | "amount": -1600, 47 | "description": "Self Payout From Business", 48 | "currency": "USD" 49 | }, 50 | { 51 | "date_transacted": "2024-12-05", 52 | "date_posted": "2024-12-06", 53 | "amount": -1600, 54 | "description": "Self Payout From Business", 55 | "currency": "USD" 56 | }, 57 | { 58 | "date_transacted": "2024-11-19", 59 | "date_posted": "2024-11-20", 60 | "amount": -1600, 61 | "description": "Self Payout From Business", 62 | "currency": "USD" 63 | }, 64 | { 65 | "date_transacted": "2024-11-04", 66 | "date_posted": "2024-11-05", 67 | "amount": -1000, 68 | "description": "Uber Payout", 69 | "currency": "USD" 70 | }, 71 | { 72 | "date_transacted": "2024-10-20", 73 | "date_posted": "2024-10-21", 74 | "amount": -1000, 75 | "description": "Uber Payout", 76 | "currency": "USD" 77 | }, 78 | { 79 | "date_transacted": "2024-10-04", 80 | "date_posted": "2024-10-05", 81 | "amount": -1000, 82 | "description": "Uber Payout", 83 | "currency": "USD" 84 | }, 85 | { 86 | "date_transacted": "2024-09-19", 87 | "date_posted": "2024-09-20", 88 | "amount": -1000, 89 | "description": "Uber Payout", 90 | "currency": "USD" 91 | }, 92 | { 93 | "date_transacted": "2024-09-04", 94 | "date_posted": "2024-09-05", 95 | "amount": -1000, 96 | "description": "Uber Payout", 97 | "currency": "USD" 98 | }, 99 | { 100 | "date_transacted": "2024-08-20", 101 | "date_posted": "2024-08-21", 102 | "amount": -1000, 103 | "description": "Uber Payout", 104 | "currency": "USD" 105 | }, 106 | { 107 | "date_transacted": "2024-11-08", 108 | "date_posted": "2024-11-09", 109 | "amount": -1200, 110 | "description": "Lyft Payout", 111 | "currency": "USD" 112 | }, 113 | { 114 | "date_transacted": "2024-11-01", 115 | "date_posted": "2024-11-02", 116 | "amount": -1200, 117 | "description": "Lyft Payout", 118 | "currency": "USD" 119 | }, 120 | { 121 | "date_transacted": "2024-10-25", 122 | "date_posted": "2024-10-26", 123 | "amount": -1200, 124 | "description": "Lyft Payout", 125 | "currency": "USD" 126 | }, 127 | { 128 | "date_transacted": "2024-10-18", 129 | "date_posted": "2024-10-19", 130 | "amount": -1200, 131 | "description": "Lyft Payout", 132 | "currency": "USD" 133 | }, 134 | { 135 | "date_transacted": "2024-10-11", 136 | "date_posted": "2024-10-12", 137 | "amount": -1200, 138 | "description": "Lyft Payout", 139 | "currency": "USD" 140 | }, 141 | { 142 | "date_transacted": "2024-10-04", 143 | "date_posted": "2024-10-05", 144 | "amount": -1200, 145 | "description": "Lyft Payout", 146 | "currency": "USD" 147 | }, 148 | { 149 | "amount": 6.33, 150 | "date_transacted": "2024-12-26", 151 | "date_posted": "2024-12-27", 152 | "currency": "USD", 153 | "description": "Uber 072515 SF**POOL**" 154 | }, 155 | { 156 | "amount": 89.4, 157 | "date_transacted": "2025-01-08", 158 | "date_posted": "2025-01-09", 159 | "currency": "USD", 160 | "description": "SparkFun" 161 | }, 162 | { 163 | "amount": 12, 164 | "date_transacted": "2025-01-09", 165 | "date_posted": "2025-01-10", 166 | "currency": "USD", 167 | "description": "McDonalds #3322" 168 | }, 169 | { 170 | "amount": 4.33, 171 | "date_transacted": "2025-01-09", 172 | "date_posted": "2025-01-11", 173 | "currency": "USD", 174 | "description": "Starbucks" 175 | }, 176 | { 177 | "amount": -500, 178 | "date_transacted": "2025-01-10", 179 | "date_posted": "2025-01-12", 180 | "currency": "USD", 181 | "description": "United Airlines **** REFUND ****" 182 | }, 183 | { 184 | "amount": 5.4, 185 | "date_transacted": "2025-01-12", 186 | "date_posted": "2025-01-13", 187 | "currency": "USD", 188 | "description": "Uber 063015 SF**POOL**" 189 | }, 190 | { 191 | "amount": -4.22, 192 | "date_transacted": "2025-01-07", 193 | "date_posted": "2025-01-09", 194 | "currency": "USD", 195 | "description": "INTRST PYMNT" 196 | }, 197 | { 198 | "amount": 25, 199 | "date_transacted": "2025-01-12", 200 | "date_posted": "2025-01-13", 201 | "currency": "USD", 202 | "description": "CREDIT CARD 3333 PAYMENT *//" 203 | }, 204 | { 205 | "amount": 500, 206 | "date_transacted": "2024-12-22", 207 | "date_posted": "2024-12-24", 208 | "currency": "USD", 209 | "description": "Madison Bicycle Shop" 210 | }, 211 | { 212 | "amount": 500, 213 | "date_transacted": "2024-12-22", 214 | "date_posted": "2024-12-24", 215 | "currency": "USD", 216 | "description": "KFC" 217 | }, 218 | { 219 | "amount": 2078.5, 220 | "date_transacted": "2024-12-22", 221 | "date_posted": "2024-12-23", 222 | "currency": "USD", 223 | "description": "AUTOMATIC PAYMENT - THANK" 224 | }, 225 | { 226 | "amount": 500, 227 | "date_transacted": "2024-12-23", 228 | "date_posted": "2024-12-24", 229 | "currency": "USD", 230 | "description": "Tectra Inc" 231 | }, 232 | { 233 | "amount": 500, 234 | "date_transacted": "2024-12-28", 235 | "date_posted": "2024-12-29", 236 | "currency": "USD", 237 | "description": "United Airlines" 238 | }, 239 | { 240 | "amount": 78.5, 241 | "date_transacted": "2025-01-10", 242 | "date_posted": "2025-01-13", 243 | "currency": "USD", 244 | "description": "Touchstone Climbing" 245 | } 246 | ], 247 | "identity": { 248 | "names": [ 249 | "John Smith" 250 | ], 251 | "addresses": [ 252 | { 253 | "primary": true, 254 | "data": { 255 | "country": "US", 256 | "city": "New York", 257 | "street": "10003 Broadway Road", 258 | "postal_code": "10003", 259 | "region": "NY" 260 | } 261 | } 262 | ] 263 | } 264 | } 265 | ] 266 | } -------------------------------------------------------------------------------- /income/transactions+inflow_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "identity": { 7 | "names": [ 8 | "John Smith" 9 | ], 10 | "addresses": [ 11 | { 12 | "data": { 13 | "city": "New York", 14 | "country": "US", 15 | "postal_code": "10003", 16 | "region": "NY", 17 | "street": "10003 Broadway Road" 18 | }, 19 | "primary": true 20 | } 21 | ] 22 | }, 23 | "inflow_model": { 24 | "type": "monthly-income", 25 | "income_amount": 5125.25, 26 | "payment_day_of_month": 1, 27 | "transaction_name": "DIRECT DEPOSIT PLAID INC" 28 | }, 29 | "transactions": [ 30 | { 31 | "date_transacted": "2025-06-06", 32 | "date_posted": "2025-06-07", 33 | "amount": 292.29, 34 | "description": "DEBIT CRD AUTOPAY 98712 000000000098712 KIUYPKFWRSGT YOTLKJHAUXL C", 35 | "currency": "USD" 36 | }, 37 | { 38 | "date_transacted": "2025-04-09", 39 | "date_posted": "2025-04-10", 40 | "amount": 1523.52, 41 | "description": "CREDIT CRD AUTOPAY 29812 000000000098123 SPKFGKABCRGK DUXZYAYOTAL X", 42 | "currency": "USD" 43 | } 44 | ] 45 | } 46 | ] 47 | } -------------------------------------------------------------------------------- /income/welderTestUser.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "transactions": [ 7 | { 8 | "date_transacted": "2025-06-06", 9 | "date_posted": "2025-06-07", 10 | "amount": 1745.32, 11 | "description": "Discover credit card payment", 12 | "currency": "USD" 13 | }, 14 | { 15 | "date_transacted": "2025-05-06", 16 | "date_posted": "2025-05-07", 17 | "amount": 1098.42, 18 | "description": "Discover credit card payment", 19 | "currency": "USD" 20 | }, 21 | { 22 | "date_transacted": "2025-04-06", 23 | "date_posted": "2025-04-07", 24 | "amount": 634.21, 25 | "description": "Discover credit card payment", 26 | "currency": "USD" 27 | }, 28 | { 29 | "date_transacted": "2025-03-06", 30 | "date_posted": "2025-03-07", 31 | "amount": 900, 32 | "description": "Discover credit card payment", 33 | "currency": "USD" 34 | }, 35 | { 36 | "date_transacted": "2025-02-04", 37 | "date_posted": "2025-02-05", 38 | "amount": 1325.9, 39 | "description": "Discover credit card payment", 40 | "currency": "USD" 41 | }, 42 | { 43 | "date_transacted": "2025-01-04", 44 | "date_posted": "2025-01-05", 45 | "amount": 800.32, 46 | "description": "Discover credit card payment", 47 | "currency": "USD" 48 | }, 49 | { 50 | "date_transacted": "2024-12-04", 51 | "date_posted": "2024-12-05", 52 | "amount": 659.43, 53 | "description": "Discover credit card payment", 54 | "currency": "USD" 55 | }, 56 | { 57 | "date_transacted": "2024-11-04", 58 | "date_posted": "2024-11-05", 59 | "amount": 700, 60 | "description": "Discover credit card payment", 61 | "currency": "USD" 62 | }, 63 | { 64 | "date_transacted": "2024-10-04", 65 | "date_posted": "2024-10-05", 66 | "amount": 516.23, 67 | "description": "Discover credit card payment", 68 | "currency": "USD" 69 | }, 70 | { 71 | "date_transacted": "2024-09-04", 72 | "date_posted": "2024-09-05", 73 | "amount": 650, 74 | "description": "Discover credit card payment", 75 | "currency": "USD" 76 | }, 77 | { 78 | "date_transacted": "2024-08-04", 79 | "date_posted": "2024-08-05", 80 | "amount": 720, 81 | "description": "Discover credit card payment", 82 | "currency": "USD" 83 | }, 84 | { 85 | "date_transacted": "2024-07-07", 86 | "date_posted": "2024-07-08", 87 | "amount": 534, 88 | "description": "Discover credit card payment", 89 | "currency": "USD" 90 | }, 91 | { 92 | "date_transacted": "2024-06-06", 93 | "date_posted": "2024-06-07", 94 | "amount": 1020.43, 95 | "description": "Discover credit card payment", 96 | "currency": "USD" 97 | }, 98 | { 99 | "date_transacted": "2025-05-23", 100 | "date_posted": "2025-05-24", 101 | "amount": 267, 102 | "description": "Student Loan Repayment", 103 | "currency": "USD" 104 | }, 105 | { 106 | "date_transacted": "2025-04-22", 107 | "date_posted": "2025-04-23", 108 | "amount": 267, 109 | "description": "Student Loan Repayment", 110 | "currency": "USD" 111 | }, 112 | { 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"date_posted": "2024-08-22", 346 | "amount": 2745, 347 | "description": "Mortgage Payment", 348 | "currency": "USD" 349 | }, 350 | { 351 | "date_transacted": "2024-07-21", 352 | "date_posted": "2024-07-22", 353 | "amount": 2745, 354 | "description": "Mortgage Payment", 355 | "currency": "USD" 356 | }, 357 | { 358 | "date_transacted": "2024-06-23", 359 | "date_posted": "2024-06-24", 360 | "amount": 2745, 361 | "description": "Mortgage Payment", 362 | "currency": "USD" 363 | }, 364 | { 365 | "date_transacted": "2024-05-23", 366 | "date_posted": "2024-05-24", 367 | "amount": 2745, 368 | "description": "Mortgage Payment", 369 | "currency": "USD" 370 | }, 371 | { 372 | "date_transacted": "2025-05-23", 373 | "date_posted": "2025-05-24", 374 | "amount": -4166.66, 375 | "description": "Direct Deposit - Excelsior Welding Company", 376 | "currency": "USD" 377 | }, 378 | { 379 | "date_transacted": "2025-04-22", 380 | "date_posted": "2025-04-23", 381 | "amount": -4166.66, 382 | "description": 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"amount": -4166.66, 417 | "description": "Direct Deposit - Excelsior Welding Company", 418 | "currency": "USD" 419 | }, 420 | { 421 | "date_transacted": "2024-10-21", 422 | "date_posted": "2024-10-22", 423 | "amount": -4166.66, 424 | "description": "Direct Deposit - Excelsior Welding Company", 425 | "currency": "USD" 426 | }, 427 | { 428 | "date_transacted": "2024-09-20", 429 | "date_posted": "2024-09-21", 430 | "amount": -4166.66, 431 | "description": "Direct Deposit - Excelsior Welding Company", 432 | "currency": "USD" 433 | }, 434 | { 435 | "date_transacted": "2024-08-21", 436 | "date_posted": "2024-08-22", 437 | "amount": -4166.66, 438 | "description": "Direct Deposit - Excelsior Welding Company", 439 | "currency": "USD" 440 | }, 441 | { 442 | "date_transacted": "2024-07-21", 443 | "date_posted": "2024-07-22", 444 | "amount": -4166.66, 445 | "description": "Direct Deposit - Excelsior Welding Company", 446 | "currency": "USD" 447 | }, 448 | { 449 | "date_transacted": "2024-06-23", 450 | "date_posted": "2024-06-24", 451 | "amount": -4166.66, 452 | "description": "Direct Deposit - Excelsior Welding Company", 453 | "currency": "USD" 454 | }, 455 | { 456 | "date_transacted": "2024-05-23", 457 | "date_posted": "2024-05-24", 458 | "amount": -4166.66, 459 | "description": "Direct Deposit - Excelsior Welding Company", 460 | "currency": "USD" 461 | }, 462 | { 463 | "date_transacted": "2024-12-27", 464 | "date_posted": "2024-12-28", 465 | "amount": 6.33, 466 | "description": "Uber 072515 SF**POOL**", 467 | "currency": "USD" 468 | }, 469 | { 470 | "date_transacted": "2025-01-09", 471 | "date_posted": "2025-01-10", 472 | "amount": 89.4, 473 | "description": "SparkFun", 474 | "currency": "USD" 475 | }, 476 | { 477 | "date_transacted": "2025-01-10", 478 | "date_posted": "2025-01-11", 479 | "amount": 12, 480 | "description": "McDonalds #3322", 481 | "currency": "USD" 482 | }, 483 | { 484 | "date_transacted": "2025-01-10", 485 | "date_posted": "2025-01-12", 486 | "amount": 4.33, 487 | "description": "Starbucks", 488 | "currency": "USD" 489 | }, 490 | { 491 | "date_transacted": "2025-01-11", 492 | "date_posted": "2025-01-13", 493 | "amount": -500, 494 | "description": "United Airlines **** REFUND ****", 495 | "currency": "USD" 496 | }, 497 | { 498 | "date_transacted": "2025-01-13", 499 | "date_posted": "2025-01-14", 500 | "amount": 5.4, 501 | "description": "Uber 063015 SF**POOL**", 502 | "currency": "USD" 503 | }, 504 | { 505 | "date_transacted": "2025-01-08", 506 | "date_posted": "2025-01-10", 507 | "amount": -4.22, 508 | "description": "INTRST PYMNT", 509 | "currency": "USD" 510 | }, 511 | { 512 | "date_transacted": "2025-01-13", 513 | "date_posted": "2025-01-14", 514 | "amount": 25, 515 | "description": "CREDIT CARD 3333 PAYMENT *//", 516 | "currency": "USD" 517 | }, 518 | { 519 | "date_transacted": "2024-12-23", 520 | "date_posted": "2024-12-25", 521 | "amount": 500, 522 | "description": "Madison Bicycle Shop", 523 | "currency": "USD" 524 | }, 525 | { 526 | "date_transacted": "2024-12-23", 527 | "date_posted": "2024-12-25", 528 | "amount": 500, 529 | "description": "KFC", 530 | "currency": "USD" 531 | }, 532 | { 533 | "date_transacted": "2024-12-23", 534 | "date_posted": "2024-12-24", 535 | "amount": 2078.5, 536 | "description": "AUTOMATIC PAYMENT - THANK", 537 | "currency": "USD" 538 | }, 539 | { 540 | "date_transacted": "2024-12-24", 541 | "date_posted": "2024-12-25", 542 | "amount": 500, 543 | "description": "Tectra Inc", 544 | "currency": "USD" 545 | }, 546 | { 547 | "date_transacted": "2024-12-29", 548 | "date_posted": "2024-12-30", 549 | "amount": 500, 550 | "description": "United Airlines", 551 | "currency": "USD" 552 | }, 553 | { 554 | "date_transacted": "2025-01-11", 555 | "date_posted": "2025-01-14", 556 | "amount": 78.5, 557 | "description": "Touchstone Climbing", 558 | "currency": "USD" 559 | } 560 | ], 561 | "identity": { 562 | "names": [ 563 | "George Smith" 564 | ], 565 | "phone_numbers": [ 566 | { 567 | "primary": true, 568 | "type": "home", 569 | "data": "4158675309" 570 | } 571 | ], 572 | "emails": [ 573 | { 574 | "primary": true, 575 | "type": "primary", 576 | "data": "george@fakeemail.com" 577 | } 578 | ], 579 | "addresses": [ 580 | { 581 | "primary": true, 582 | "data": { 583 | "country": "US", 584 | "city": "New York", 585 | "street": "10003 Broadway Road", 586 | "postal_code": "10003", 587 | "region": "NY" 588 | } 589 | } 590 | ] 591 | } 592 | } 593 | ] 594 | } -------------------------------------------------------------------------------- /investments/brokerage_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "investment", 5 | "subtype": "brokerage", 6 | "starting_balance": 120, 7 | "force_available_balance": 120, 8 | "meta": { 9 | "name": "Brokerage Test Account" 10 | }, 11 | "identity": { 12 | "names": [ 13 | "John Smith" 14 | ], 15 | "phone_numbers": [ 16 | { 17 | "primary": true, 18 | "type": "mobile", 19 | "data": "9084581209" 20 | } 21 | ], 22 | "emails": [ 23 | { 24 | "primary": true, 25 | "type": "primary", 26 | "data": "jsmith@plaid.com" 27 | } 28 | ], 29 | "addresses": [ 30 | { 31 | "primary": true, 32 | "data": { 33 | "country": "US", 34 | "city": "New York", 35 | "street": "10003 Broadway Road", 36 | "postal_code": "10003", 37 | "region": "NY" 38 | } 39 | } 40 | ] 41 | }, 42 | "holdings": [ 43 | { 44 | "institution_price": 140.4, 45 | "institution_price_as_of": "2025-03-19", 46 | "quantity": 12, 47 | "currency": "USD", 48 | "security": { 49 | "ticker_symbol": "AAPL", 50 | "currency": "USD" 51 | } 52 | }, 53 | { 54 | "institution_price": 10.43, 55 | "institution_price_as_of": "2024-06-18", 56 | "cost_basis": 10.43, 57 | "quantity": 10, 58 | "currency": "USD", 59 | "security": { 60 | "ticker_symbol": "PAGP", 61 | "currency": "USD" 62 | } 63 | }, 64 | { 65 | "institution_price": 2228.23, 66 | "institution_price_as_of": "2024-07-23", 67 | "cost_basis": 2228.23, 68 | "quantity": 8, 69 | "currency": "USD", 70 | "security": { 71 | "ticker_symbol": "GOOGL", 72 | "currency": "USD" 73 | } 74 | }, 75 | { 76 | "institution_price": 91.78, 77 | "institution_price_as_of": "2024-08-08", 78 | "cost_basis": 91.78, 79 | "quantity": 17, 80 | "currency": "USD", 81 | "security": { 82 | "ticker_symbol": "CHD", 83 | "currency": "USD" 84 | } 85 | }, 86 | { 87 | "institution_price": 108.6, 88 | "institution_price_as_of": "2024-09-28", 89 | "cost_basis": 108.6, 90 | "quantity": 100, 91 | "currency": "USD", 92 | "security": { 93 | "ticker_symbol": "AMZN", 94 | "currency": "USD" 95 | } 96 | }, 97 | { 98 | "institution_price": 369.82, 99 | "institution_price_as_of": "2024-10-25", 100 | "cost_basis": 29.36, 101 | "quantity": 5, 102 | "currency": "USD", 103 | "security": { 104 | "ticker_symbol": "TDY", 105 | "currency": "USD" 106 | } 107 | }, 108 | { 109 | "institution_price": 19999.54, 110 | "institution_price_as_of": "2024-11-07", 111 | "cost_basis": 120.03, 112 | "quantity": 0.00293644, 113 | "currency": "USD", 114 | "security": { 115 | "ticker_symbol": "CUR:BTC", 116 | "currency": "USD" 117 | } 118 | }, 119 | { 120 | "institution_price": 13.35, 121 | "institution_price_as_of": "2025-06-07", 122 | "cost_basis": 13.35, 123 | "quantity": 20, 124 | "currency": "USD", 125 | "security": { 126 | "ticker_symbol": "AMC", 127 | "currency": "USD" 128 | } 129 | }, 130 | { 131 | "institution_price": 495.72, 132 | "institution_price_as_of": "2024-11-17", 133 | "cost_basis": 495.72, 134 | "quantity": 12, 135 | "currency": "USD", 136 | "security": { 137 | "ticker_symbol": "BIO", 138 | "currency": "USD" 139 | } 140 | }, 141 | { 142 | "institution_price": 11.43, 143 | "institution_price_as_of": "2024-12-04", 144 | "cost_basis": 11.43, 145 | "quantity": 20, 146 | "currency": "USD", 147 | "security": { 148 | "ticker_symbol": "F", 149 | "currency": "USD" 150 | } 151 | }, 152 | { 153 | "institution_price": 670.81, 154 | "institution_price_as_of": "2024-11-05", 155 | "cost_basis": 670.81, 156 | "quantity": 23, 157 | "currency": "USD", 158 | "security": { 159 | "ticker_symbol": "TSLA", 160 | "currency": "USD" 161 | } 162 | }, 163 | { 164 | "institution_price": 5.51, 165 | "institution_price_as_of": "2024-06-11", 166 | "cost_basis": 5.51, 167 | "quantity": 9, 168 | "currency": "USD", 169 | "security": { 170 | "ticker_symbol": "GPRO", 171 | "currency": "USD" 172 | } 173 | }, 174 | { 175 | "institution_price": 114.07, 176 | "institution_price_as_of": "2024-07-13", 177 | "cost_basis": 114.07, 178 | "quantity": 3, 179 | "currency": "USD", 180 | "security": { 181 | "ticker_symbol": "PAYX", 182 | "currency": "USD" 183 | } 184 | }, 185 | { 186 | "institution_price": 70.04, 187 | "institution_price_as_of": "2024-08-23", 188 | "cost_basis": 70.04, 189 | "quantity": 19, 190 | "currency": "USD", 191 | "security": { 192 | "ticker_symbol": "XEL", 193 | "currency": "USD" 194 | } 195 | }, 196 | { 197 | "institution_price": 142.99, 198 | "institution_price_as_of": "2024-10-01", 199 | "cost_basis": 142.99, 200 | "quantity": 30, 201 | "currency": "USD", 202 | "security": { 203 | "ticker_symbol": "MRNA", 204 | "currency": "USD" 205 | } 206 | }, 207 | { 208 | "institution_price": 78.85, 209 | "institution_price_as_of": "2024-10-13", 210 | "cost_basis": 78.85, 211 | "quantity": 11, 212 | "currency": "USD", 213 | "security": { 214 | "ticker_symbol": "D", 215 | "currency": "USD" 216 | } 217 | }, 218 | { 219 | "institution_price": 20.83, 220 | "institution_price_as_of": "2024-11-22", 221 | "cost_basis": 20.83, 222 | "quantity": 13, 223 | "currency": "USD", 224 | "security": { 225 | "ticker_symbol": "T", 226 | "currency": "USD" 227 | } 228 | }, 229 | { 230 | "institution_price": 5.9, 231 | "institution_price_as_of": "2024-07-07", 232 | "cost_basis": 5.9, 233 | "quantity": 20, 234 | "currency": "USD", 235 | "security": { 236 | "ticker_symbol": "F241108C00005000", 237 | "currency": "USD" 238 | } 239 | } 240 | ], 241 | "investment_transactions": [ 242 | { 243 | "date": "2025-03-09", 244 | "name": "buy stock", 245 | "quantity": 10, 246 | "price": 10, 247 | "fees": 20, 248 | "type": "buy", 249 | "currency": "USD", 250 | "security": { 251 | "ticker_symbol": "PLAID", 252 | "currency": "USD" 253 | } 254 | }, 255 | { 256 | "date": "2025-03-09", 257 | "name": "buy options", 258 | "quantity": 10, 259 | "price": 10, 260 | "fees": 20, 261 | "type": "buy", 262 | "currency": "USD", 263 | "security": { 264 | "ticker_symbol": "F241108C00005000", 265 | "currency": "USD" 266 | } 267 | }, 268 | { 269 | "date": "2025-03-23", 270 | "name": "buy stock", 271 | "quantity": 15, 272 | "price": 10, 273 | "fees": 20, 274 | "type": "buy", 275 | "currency": "USD", 276 | "security": { 277 | "ticker_symbol": "PLAID", 278 | "currency": "USD" 279 | } 280 | }, 281 | { 282 | "date": "2024-11-16", 283 | "name": "buy stock", 284 | "quantity": 10, 285 | "price": 2898.32, 286 | "fees": 20, 287 | "type": "buy", 288 | "currency": "USD", 289 | "security": { 290 | "ticker_symbol": "GOOGL", 291 | "currency": "USD" 292 | } 293 | }, 294 | { 295 | "date": "2024-11-21", 296 | "name": "buy stock", 297 | "quantity": 160, 298 | "price": 121.45, 299 | "fees": 20, 300 | "type": "buy", 301 | "currency": "USD", 302 | "security": { 303 | "ticker_symbol": "NET", 304 | "currency": "USD" 305 | } 306 | }, 307 | { 308 | "date": "2024-11-18", 309 | "name": "buy stock", 310 | "quantity": 29, 311 | "price": 120.03, 312 | "fees": 4.25, 313 | "type": "buy", 314 | "currency": "USD", 315 | "security": { 316 | "ticker_symbol": "AMZN", 317 | "currency": "USD" 318 | } 319 | }, 320 | { 321 | "date": "2024-11-22", 322 | "name": "buy stock", 323 | "quantity": 23, 324 | "price": 125.03, 325 | "fees": 4.25, 326 | "type": "buy", 327 | "currency": "USD", 328 | "security": { 329 | "ticker_symbol": "AA", 330 | "currency": "USD" 331 | } 332 | }, 333 | { 334 | "date": "2024-11-26", 335 | "name": "buy stock", 336 | "quantity": 36, 337 | "price": 120.03, 338 | "fees": 4.25, 339 | "type": "buy", 340 | "currency": "USD", 341 | "security": { 342 | "ticker_symbol": "NYA", 343 | "currency": "USD" 344 | } 345 | }, 346 | { 347 | "date": "2024-11-08", 348 | "name": "buy stock in cash", 349 | "quantity": 12, 350 | "price": 80, 351 | "fees": 1, 352 | "type": "cash", 353 | "currency": "USD", 354 | "security": { 355 | "ticker_symbol": "FN", 356 | "currency": "USD" 357 | } 358 | }, 359 | { 360 | "date": "2024-11-17", 361 | "name": "buy stock in cash", 362 | "quantity": 25, 363 | "price": 110, 364 | "fees": 1, 365 | "type": "cash", 366 | "currency": "USD", 367 | "security": { 368 | "ticker_symbol": "CE", 369 | "currency": "USD" 370 | } 371 | }, 372 | { 373 | "date": "2024-11-27", 374 | "name": "buy stock in cash", 375 | "quantity": 30, 376 | "price": 170, 377 | "fees": 4, 378 | "type": "cash", 379 | "currency": "USD", 380 | "security": { 381 | "ticker_symbol": "MRNA", 382 | "currency": "USD" 383 | } 384 | }, 385 | { 386 | "date": "2024-11-20", 387 | "name": "buy stock in cash", 388 | "quantity": 10, 389 | "price": 200, 390 | "fees": 0, 391 | "type": "cash", 392 | "currency": "USD", 393 | "security": { 394 | "ticker_symbol": "GD", 395 | "currency": "USD" 396 | } 397 | }, 398 | { 399 | "date": "2024-11-27", 400 | "name": "buy stock in cash-fee", 401 | "quantity": 30, 402 | "price": 170, 403 | "fees": 4, 404 | "type": "fee", 405 | "currency": "USD", 406 | "security": { 407 | "ticker_symbol": "MRNA", 408 | "currency": "USD" 409 | } 410 | }, 411 | { 412 | "date": "2024-11-08", 413 | "name": "buy stock in cash", 414 | "quantity": 12, 415 | "price": 80, 416 | "fees": 1, 417 | "type": "fee", 418 | "currency": "USD", 419 | "security": { 420 | "ticker_symbol": "FN", 421 | "currency": "USD" 422 | } 423 | }, 424 | { 425 | "date": "2024-11-17", 426 | "name": "buy stock in cash", 427 | "quantity": 25, 428 | "price": 110, 429 | "fees": 1, 430 | "type": "fee", 431 | "currency": "USD", 432 | "security": { 433 | "ticker_symbol": "CE", 434 | "currency": "USD" 435 | } 436 | }, 437 | { 438 | "date": "2024-12-03", 439 | "name": "transfer amount", 440 | "quantity": 12, 441 | "price": 125.98, 442 | "fees": 6.55, 443 | "type": "transfer", 444 | "currency": "USD", 445 | "security": { 446 | "ticker_symbol": "AMZN", 447 | "currency": "USD" 448 | } 449 | }, 450 | { 451 | "date": "2024-12-04", 452 | "name": "transfer amount", 453 | "quantity": 7, 454 | "price": 150.23, 455 | "fees": 6.25, 456 | "type": "transfer", 457 | "currency": "USD", 458 | "security": { 459 | "ticker_symbol": "AA", 460 | "currency": "USD" 461 | } 462 | }, 463 | { 464 | "date": "2024-12-05", 465 | "name": "transfer amount", 466 | "quantity": 10, 467 | "price": 170, 468 | "fees": 4, 469 | "type": "transfer", 470 | "currency": "USD", 471 | "security": { 472 | "ticker_symbol": "MRNA", 473 | "currency": "USD" 474 | } 475 | } 476 | ] 477 | } 478 | ] 479 | } -------------------------------------------------------------------------------- /liabilities/student_loan_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "loan", 5 | "subtype": "student", 6 | "liability": { 7 | "type": "student", 8 | "origination_date": "2022-01-01", 9 | "principal": 45123, 10 | "nominal_apr": 4.23, 11 | "guarantor": "DEPT OF ED", 12 | "loan_name": "Plaid Student Loan", 13 | "repayment_model": { 14 | "type": "standard", 15 | "non_repayment_months": 12, 16 | "repayment_months": 120 17 | } 18 | } 19 | } 20 | ] 21 | } -------------------------------------------------------------------------------- /transactions/business_account.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "starting_balance": 152854.23, 7 | "meta": { 8 | "name": "Gingham Bank", 9 | "official_name": "Gingham Checking" 10 | }, 11 | "numbers": { 12 | "account": "1111222233335555", 13 | "ach_routing": "122105155" 14 | }, 15 | "transactions": [ 16 | { 17 | "date_transacted": "2025-06-06", 18 | "date_posted": "2025-06-07", 19 | "amount": -7500, 20 | "description": "Send Money transaction initiated on Gingham", 21 | "currency": "USD" 22 | }, 23 | { 24 | "date_transacted": "2025-06-04", 25 | "date_posted": "2025-06-05", 26 | "amount": 1523.52, 27 | "description": "TWILIO INC. Merchant name: Twilio", 28 | "currency": "USD" 29 | }, 30 | { 31 | "date_transacted": "2025-06-01", 32 | "date_posted": "2025-06-02", 33 | "amount": 42, 34 | "description": "TYPEFORM, S.L.. Merchant name: TYPEFORM, S.L.", 35 | "currency": "USD" 36 | }, 37 | { 38 | "date_transacted": "2025-05-31", 39 | "date_posted": "2025-06-01", 40 | "amount": -7500, 41 | "description": "Transfer into Gingham from another bank account. Merchant name: Bank of America - Checking \u2022\u20221111", 42 | "currency": "USD" 43 | }, 44 | { 45 | "date_transacted": "2025-05-30", 46 | "date_posted": "2025-05-31", 47 | "amount": 5235, 48 | "description": "GUSTO; GUSTO:6HA8310KNB Merchant name: GUSTO", 49 | "currency": "USD" 50 | }, 51 | { 52 | "date_transacted": "2025-05-27", 53 | "date_posted": "2025-05-28", 54 | "amount": 6243.99, 55 | "description": "Amazon web services. Merchant name: Amazon Web Services", 56 | "currency": "USD" 57 | }, 58 | { 59 | "date_transacted": "2025-05-24", 60 | "date_posted": "2025-05-25", 61 | "amount": 10386.06, 62 | "description": "AMEX EPAYMENT; ACH PMT. Merchant name: AMEX EPAYMENT", 63 | "currency": "USD" 64 | }, 65 | { 66 | "date_transacted": "2025-05-12", 67 | "date_posted": "2025-05-13", 68 | "amount": 2500, 69 | "description": "SBA LOAN; PAYMENT. Merchant name: Small Business Administration", 70 | "currency": "USD" 71 | }, 72 | { 73 | "date_transacted": "2025-05-11", 74 | "date_posted": "2025-05-12", 75 | "amount": 87.02, 76 | "description": "LABOR&INDUSTRIES; L&I ELF. Merchant name: Labor&Industries", 77 | "currency": "USD" 78 | }, 79 | { 80 | "date_transacted": "2025-05-06", 81 | "date_posted": "2025-05-07", 82 | "amount": 48.55, 83 | "description": "HUBSPOT PAYMENTS; HUBSPOT PA. Merchant name: Hubspot", 84 | "currency": "USD" 85 | }, 86 | { 87 | "date_transacted": "2025-05-03", 88 | "date_posted": "2025-05-04", 89 | "amount": 229.85, 90 | "description": "INTUIT 900146749; TRAN FEE. Merchant name: Intuit", 91 | "currency": "USD" 92 | }, 93 | { 94 | "date_transacted": "2025-05-01", 95 | "date_posted": "2025-05-02", 96 | "amount": 223, 97 | "description": "HIS*HISCOX INC. Merchant name: Hiscox Inc", 98 | "currency": "USD" 99 | }, 100 | { 101 | "date_transacted": "2025-04-29", 102 | "date_posted": "2025-04-30", 103 | "amount": 7433.66, 104 | "description": "UNITED HEALTHCAR; UNITED HEALTHCAR::; 09164987145. Merchant name: UNITED HEALTHCAR", 105 | "currency": "USD" 106 | }, 107 | { 108 | "date_transacted": "2025-04-26", 109 | "date_posted": "2025-04-27", 110 | "amount": 345.76, 111 | "description": "ATT* BILL PAYMENT. Merchant name: ATT* BILL PAYMENT", 112 | "currency": "USD" 113 | }, 114 | { 115 | "date_transacted": "2025-04-21", 116 | "date_posted": "2025-04-22", 117 | "amount": 484.38, 118 | "description": "AMERICAN AIR AA. Merchant name: AMERICAN AIR AA", 119 | "currency": "USD" 120 | }, 121 | { 122 | "date_transacted": "2025-04-19", 123 | "date_posted": "2025-04-20", 124 | "amount": 16.07, 125 | "description": "CALENDLY. Merchant name: Calendly", 126 | "currency": "USD" 127 | }, 128 | { 129 | "date_transacted": "2025-04-17", 130 | "date_posted": "2025-04-18", 131 | "amount": 581.99, 132 | "description": "LinkedIn 65238914. Merchant name: LinkedIn 8212938636", 133 | "currency": "USD" 134 | }, 135 | { 136 | "date_transacted": "2025-04-15", 137 | "date_posted": "2025-04-16", 138 | "amount": -3189.56, 139 | "description": "Brex Inc.; Brex Inc.::HCQ Checking; BREX793613489. Merchant name: Brex Inc.", 140 | "currency": "USD" 141 | }, 142 | { 143 | "date_transacted": "2025-04-10", 144 | "date_posted": "2025-04-11", 145 | "amount": -5000, 146 | "description": "Send Money transaction initiated on Gingham", 147 | "currency": "USD" 148 | }, 149 | { 150 | "date_transacted": "2025-04-09", 151 | "date_posted": "2025-04-10", 152 | "amount": 763.33, 153 | "description": "TWILIO INC. Merchant name: Twilio", 154 | "currency": "USD" 155 | }, 156 | { 157 | "date_transacted": "2025-04-08", 158 | "date_posted": "2025-04-09", 159 | "amount": 9.99, 160 | "description": "TYPEFORM, S.L.. Merchant name: TYPEFORM, S.L.", 161 | "currency": "USD" 162 | }, 163 | { 164 | "date_transacted": "2025-04-07", 165 | "date_posted": "2025-04-08", 166 | "amount": -10000, 167 | "description": "Transfer into Gingham from another bank account. Merchant name: Wells Fargo - Checking \u2022\u20222222", 168 | "currency": "USD" 169 | }, 170 | { 171 | "date_transacted": "2025-04-01", 172 | "date_posted": "2025-04-02", 173 | "amount": 1903.89, 174 | "description": "GUSTO; GUSTO:6KY58AN3:Merchant name: GUSTO", 175 | "currency": "USD" 176 | }, 177 | { 178 | "date_transacted": "2025-03-29", 179 | "date_posted": "2025-03-30", 180 | "amount": 798.67, 181 | "description": "Amazon web services. Merchant name: Amazon Web Services", 182 | "currency": "USD" 183 | }, 184 | { 185 | "date_transacted": "2025-03-28", 186 | "date_posted": "2025-03-29", 187 | "amount": 6540.8, 188 | "description": "AMEX EPAYMENT; ACH PMT. Merchant name: AMEX EPAYMENT", 189 | "currency": "USD" 190 | }, 191 | { 192 | "date_transacted": "2025-03-22", 193 | "date_posted": "2025-03-23", 194 | "amount": 5000, 195 | "description": "SBA LOAN; PAYMENT. Merchant name: Small Business Administration", 196 | "currency": "USD" 197 | }, 198 | { 199 | "date_transacted": "2025-03-14", 200 | "date_posted": "2025-03-15", 201 | "amount": 90.87, 202 | "description": "LABOR&INDUSTRIES; L&I ELF. Merchant name: Labor&Industries", 203 | "currency": "USD" 204 | }, 205 | { 206 | "date_transacted": "2025-03-08", 207 | "date_posted": "2025-03-09", 208 | "amount": 99.99, 209 | "description": "HUBSPOT PAYMENTS; HUBSPOT PA. Merchant name: Hubspot", 210 | "currency": "USD" 211 | }, 212 | { 213 | "date_transacted": "2025-03-07", 214 | "date_posted": "2025-03-08", 215 | "amount": 229.85, 216 | "description": "INTUIT 66819374; TRAN FEE. Merchant name: Intuit", 217 | "currency": "USD" 218 | }, 219 | { 220 | "date_transacted": "2025-03-03", 221 | "date_posted": "2025-03-04", 222 | "amount": 223, 223 | "description": "HIS*HISCOX INC. Merchant name: Hiscox Inc", 224 | "currency": "USD" 225 | }, 226 | { 227 | "date_transacted": "2025-03-01", 228 | "date_posted": "2025-03-02", 229 | "amount": 5098.78, 230 | "description": "UNITED HEALTHCAR; UNITED HEALTHCAR::; 09164987145. Merchant name: UNITED HEALTHCAR", 231 | "currency": "USD" 232 | }, 233 | { 234 | "date_transacted": "2025-02-26", 235 | "date_posted": "2025-02-27", 236 | "amount": 450.99, 237 | "description": "ATT* BILL PAYMENT. Merchant name: ATT* BILL PAYMENT", 238 | "currency": "USD" 239 | }, 240 | { 241 | "date_transacted": "2025-02-21", 242 | "date_posted": "2025-02-22", 243 | "amount": 239.68, 244 | "description": "AMERICAN AIR AA. Merchant name: AMERICAN AIR AA", 245 | "currency": "USD" 246 | }, 247 | { 248 | "date_transacted": "2025-02-19", 249 | "date_posted": "2025-02-20", 250 | "amount": 16.07, 251 | "description": "CALENDLY. Merchant name: Calendly", 252 | "currency": "USD" 253 | }, 254 | { 255 | "date_transacted": "2025-02-17", 256 | "date_posted": "2025-02-18", 257 | "amount": 214.88, 258 | "description": "LinkedIn 65238914. Merchant name: LinkedIn 8212938636", 259 | "currency": "USD" 260 | }, 261 | { 262 | "date_transacted": "2025-02-15", 263 | "date_posted": "2025-02-16", 264 | "amount": -6451.14, 265 | "description": "Brex Inc.; Brex Inc.::HCQ Checking; BREX793613489. Merchant name: Brex Inc.", 266 | "currency": "USD" 267 | } 268 | ], 269 | "identity": { 270 | "names": [ 271 | "Hooli LLC" 272 | ], 273 | "addresses": [ 274 | { 275 | "primary": true, 276 | "data": { 277 | "country": "US", 278 | "city": "New York", 279 | "street": "111 8th Ave", 280 | "postal_code": "10011", 281 | "region": "NY" 282 | } 283 | } 284 | ] 285 | } 286 | } 287 | ] 288 | } -------------------------------------------------------------------------------- /transactions/transactions_checking+savings_custom_user.json: -------------------------------------------------------------------------------- 1 | { 2 | "override_accounts": [ 3 | { 4 | "type": "depository", 5 | "subtype": "checking", 6 | "transactions": [ 7 | { 8 | "date_transacted": "2025-06-06", 9 | "date_posted": "2025-06-07", 10 | "amount": 398.34, 11 | "description": "DEBIT CRD AUTOPAY 98712 000000000098712 WRSGTKIUYPKF KJHAUXYOTLL A", 12 | "currency": "USD" 13 | }, 14 | { 15 | "date_transacted": "2025-04-09", 16 | "date_posted": "2025-04-10", 17 | "amount": 1109.01, 18 | "description": "CREDIT CRD AUTOPAY 29812 000000000098123 KABCRGKSPKFG YOTALDUXZYA B", 19 | "currency": "USD" 20 | } 21 | ], 22 | "identity": { 23 | "names": [ 24 | "John Smith" 25 | ], 26 | "addresses": [ 27 | { 28 | "primary": true, 29 | "data": { 30 | "country": "US", 31 | "city": "New York", 32 | "street": "10003 Broadway Road", 33 | "postal_code": "10003", 34 | "region": "NY" 35 | } 36 | } 37 | ] 38 | } 39 | }, 40 | { 41 | "type": "depository", 42 | "subtype": "savings", 43 | "transactions": [ 44 | { 45 | "date_transacted": "2025-06-06", 46 | "date_posted": "2025-06-07", 47 | "amount": 896.65, 48 | "description": "DEBIT CRD AUTOPAY 98712 000000000028791 KIUYPWRSGTKF UXYOTLLKJHA C", 49 | "currency": "USD" 50 | }, 51 | { 52 | "date_transacted": "2025-04-09", 53 | "date_posted": "2025-04-10", 54 | "amount": 1708.12, 55 | "description": "CREDIT CRD AUTOPAY 29812 000000000098123 CRGKFKKSPABG UXZYOTAYLDA D", 56 | "currency": "USD" 57 | } 58 | ], 59 | "identity": { 60 | "names": [ 61 | "John Smith" 62 | ], 63 | "addresses": [ 64 | { 65 | "primary": true, 66 | "data": { 67 | "country": "US", 68 | "city": "New York", 69 | "street": "10003 Broadway Road", 70 | "postal_code": "10003", 71 | "region": "NY" 72 | } 73 | } 74 | ] 75 | } 76 | } 77 | ] 78 | } -------------------------------------------------------------------------------- /update_dates.py: -------------------------------------------------------------------------------- 1 | """ 2 | A script that updates the JSON data for our sandbox assets user so that their 3 | most recent transactions are dated to today's date and work backwards from there. 4 | 5 | Currently hard-coded to just look at the assets users, but assuming 6 | this works, we can look at making it more general purpose 7 | """ 8 | 9 | import json 10 | from datetime import datetime 11 | 12 | 13 | DATE_KEYS_TO_MODIFY = [ 14 | "date_posted", 15 | "date_transacted", 16 | "start_date", 17 | "end_date", 18 | "pay_day", 19 | "institution_price_as_of", 20 | "date", 21 | ] 22 | 23 | # Function to calculate the new date 24 | 25 | 26 | def scale_date(old_date_str, base_date, target_date): 27 | """ 28 | Given a date string, a base date, and a target date, scale the date string 29 | to a new date that is the same distance from the target date as the base date 30 | """ 31 | try: 32 | old_date = datetime.strptime(old_date_str, "%Y-%m-%d") 33 | delta = base_date - old_date 34 | new_date = target_date - delta 35 | return new_date.strftime("%Y-%m-%d") 36 | except (ValueError, TypeError): 37 | print(f"Yikes! Found a bad date string: {old_date_str}") 38 | return old_date_str 39 | 40 | 41 | def find_most_recent_date(data, most_recent_date=datetime.min): 42 | """ 43 | Given the JSON data, find the most recent date from any part of the structure. 44 | """ 45 | if isinstance(data, dict): 46 | for key, value in data.items(): 47 | # Add other date keys if needed 48 | if key in DATE_KEYS_TO_MODIFY: 49 | try: 50 | date = datetime.strptime(value, "%Y-%m-%d") 51 | if date > most_recent_date: 52 | most_recent_date = date 53 | except (ValueError, TypeError): 54 | print(f"Yikes! Found a bad date string: {value} in {key}") 55 | # In case the value is not a valid date string or is not a string 56 | pass 57 | else: 58 | most_recent_date = find_most_recent_date(value, most_recent_date) 59 | elif isinstance(data, list): 60 | for item in data: 61 | most_recent_date = find_most_recent_date(item, most_recent_date) 62 | 63 | return most_recent_date 64 | 65 | 66 | sandbox_user_files = [ 67 | "assets/assets_credit_categories.json", 68 | "assets/assets_custom_user.json", 69 | "assets/assets_custom_user2.json", 70 | "income/bank_income_basic.json", 71 | "income/bank_income_custom_user_5_income_sources.json", 72 | "income/bank_income_custom_user_6+_employers_in_90_days.json", 73 | "income/bank_income_custom_user_random_income_over_90_days.json", 74 | "income/payroll_income_custom_user.json", 75 | "income/selfEmployedGiguser.json", 76 | "income/SMBCustomUser.json", 77 | "income/SSAuser.json", 78 | "income/transactions+inflow_custom_user.json", 79 | "income/document_income/paystub_and_risk_signals.json", 80 | "income/welderTestUser.json", 81 | "investments/brokerage_custom_user.json", 82 | "transactions/business_account.json", 83 | "transactions/transactions_checking+savings_custom_user.json", 84 | ] 85 | 86 | 87 | def update_dates(data, most_recent_date, today_date): 88 | if isinstance(data, dict): 89 | for key, value in data.items(): 90 | # Add other date keys if needed 91 | if key in DATE_KEYS_TO_MODIFY: 92 | data[key] = scale_date(value, most_recent_date, today_date) 93 | else: 94 | update_dates(value, most_recent_date, today_date) 95 | elif isinstance(data, list): 96 | for item in data: 97 | update_dates(item, most_recent_date, today_date) 98 | 99 | 100 | # Iterate through each filename in the array 101 | for user_file in sandbox_user_files: 102 | try: 103 | with open(user_file, "r", encoding="utf-8") as file: 104 | json_data = json.load(file) 105 | 106 | most_recent_date = find_most_recent_date(json_data) 107 | today_date = datetime.now() 108 | 109 | # Update all dates in the JSON data 110 | update_dates(json_data, most_recent_date, today_date) 111 | 112 | with open(user_file, "w", encoding="utf-8") as file: 113 | json.dump(json_data, file, indent=4) 114 | 115 | except FileNotFoundError: 116 | print(f"File {user_file} not found") 117 | continue 118 | except json.JSONDecodeError: 119 | print(f"File {user_file} is not valid JSON") 120 | continue 121 | except KeyError: 122 | print(f"File {user_file} is missing a required key") 123 | continue 124 | except Exception as e: 125 | print(f"An error occurred while processing {user_file}: {e}") 126 | continue 127 | --------------------------------------------------------------------------------