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Plaid API Documentation Questions
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Plaid API Documentation Questions

MediumSQL · PostgreSQL

Problem

Questions based on the Plaid API documentation.

Using the provided Plaid Item and transaction data, write a PostgreSQL query that summarizes completed transaction activity during January 2025 for every active Item.

Output

  1. One row per active Item with item_id, institution_name, transaction_count, total_amount, and activity_status.
  2. Include active Items with no qualifying transactions, using zero totals and No activity.
  3. Order by total_amount descending, then item_id ascending.

Schema

plaid_items
ColumnTypeDescription
item_idPKVARCHAR(32)Plaid Item identifier
institution_nameVARCHAR(100)Financial institution name
statusVARCHAR(20)Current Item status
plaid_transactions
ColumnTypeDescription
transaction_idPKVARCHAR(32)Plaid transaction identifier
item_idVARCHAR(32)Identifier of the related Plaid Item
account_idVARCHAR(32)Plaid account identifier
transaction_dateDATEDate of the transaction
amountNUMERIC(12,2)Transaction amount
pendingBOOLEANWhether the transaction is pending
transaction_nameVARCHAR(150)Display name for the transaction
Tablesplaid_itemsplaid_transactions
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