Added

Added Statement Totals to Statements API

Release Date

April 6, 2026

Products Affected

Statements APIs

Impact

Statement Totals field added

Audience

Customers using Statements API

Action Required

None

Overview

Lithic has added a new object, statement_totals, to our Statements API. This field provides the totals for each bucket of transaction that appeared on the statement.

Details

  • The fields within the statement_totals object are identical to other totals objects
  • Most of the time, the statement_totals will be identical to the period_totals object. Differences will occur when line items show up on a statement for periods outside the statement period.
    • This item will be a part of the aggregated statement_totals, but not part of the aggregated period_totals
    • See example below

Statements API Changes

In the example below, the end user has received a LATE_PAYMENT_REVERSAL from a previous period. The line item will appear on the statement, but will not be calculated as part of the period_totals.

Get Statement Response:

Truncated for demonstrative purposes

"period_totals": {
      "payments": 0,
      "payment_details": null,
      "purchases": 50000,
      "fees": 0,
      "debits": 0,
      "debit_details": null,
      "credits": 0,
      "credit_details": null,
      "interest": 0,
      "cash_advances": 0,
      "balance_transfers": 0
    },
  "statement_totals": {
    "payments": 0,
    "payment_details": null,
    "purchases": 50000,
    "fees": 0,
    "debits": 0,
    "debit_details": null,
    "credits": -3500,
    "credit_details": {
      "MANAGEMENT_FEE": {
        "LATE_PAYMENT_REVERSAL": -3500
      }
    },
    "interest": 0,
    "cash_advances": 0,
    "balance_transfers": 0
  }

Get Statement Line Items Response:

{
  "data": [
    {
      "token": "2RmXGRsN8sC6shMAHjQlu5ZZgf9",
      "financial_account_token": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
      "card_token": null,
      "financial_transaction_token": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
      "financial_transaction_event_token": "a1b2c3d4-5678-90ab-cdef-1234567890ab",
      "category": "MANAGEMENT_FEE",
      "event_type": "LATE_PAYMENT_REVERSAL",
      "event_subtype": null,
      "loan_tape_date": "2026-02-14",
      "effective_date": "2026-02-14",
      "descriptor": "Late payment fee reversal",
      "amount": -3500,
      "currency": "USD",
      "created": "2026-03-22T12:00:00Z"
    },
    {
      "token": "2RmXHT9P1zA8bkNBCjRmw6AAhg2",
      "financial_account_token": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
      "card_token": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "financial_transaction_token": "9d8e7f90-8536-51ef-a8aa-bb7e0c1a01bc",
      "financial_transaction_event_token": "b2c3d4e5-6789-01bc-def0-23456789abcd",
      "category": "CARD",
      "event_type": "CLEARING",
      "event_subtype": null,
      "loan_tape_date": "2026-03-15",
      "effective_date": "2023-03-15",
      "descriptor": "SPRING ST BODEGA NY US",
      "amount": 50000,
      "currency": "USD",
      "created": "2026-03-15T14:30:00Z"
    }
  ],
  "has_more": false
}

Release Timeline

Available now: April 6, 2026.

User Impact

This change is additive only. Learn more about Statements APIs via our API Reference

If you have any questions or concerns, please contact us via the HELP link in your Lithic Dashboard.


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