diff --git a/assets/assets_credit_categories.json b/assets/assets_credit_categories.json
index 26473f25..370731d6 100644
--- a/assets/assets_credit_categories.json
+++ b/assets/assets_credit_categories.json
@@ -1,1595 +1,1595 @@
 {
-   "override_accounts":[
-      {
-         "type":"depository",
-         "subtype":"checking",
-         "transactions":[
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":1,
-               "description":"Debit: ATM Transaction Decline Fee - Domestic",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":3,
-               "description":"NONTD ATM FEE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":1,
-               "description":"ATM Balance Inquiry Fee (out-of-network)",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":3,
-               "description":"NON-CHASE ATM FEE-WITH",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":2.5,
-               "description":"Atm Fee XXXXXXplustermXXX West Xnd St.rockfalls IlusX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":1.5,
-               "description":"CHECKCARD XXXX CHUMBA GOLD COINS VALETTA XXXXXXXXXXXXXXXXXXXXXXX INTERNATIONAL TRANSACTION FEE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":0.15,
-               "description":"CHECKCARD XXXX CHUMBA GOLD COINS VALETTA XXXXXXXXXXXXXXXXXXXXXXX INTERNATIONAL TRANSACTION FEE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":0.65,
-               "description":"International Service Fee",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":7.59,
-               "description":"INTERNATIONAL TRANSACTION FEE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":29.5,
-               "description":"Courtesy Pay fee ACH ECC PPD ACH Trace XXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":5,
-               "description":"MONTHLY FEE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-5,
-               "description":"FEE REVERSAL",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":0.11,
-               "description":"Card Fee VISA INTERNATIONAL SERVICE ASSESSMENT Date XX/XX/XX Card XX #XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":17,
-               "description":"NSF/OD CHARGE PAID PAID BY OVERDRAFT PROTECTION",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":2,
-               "description":"DAILY OVERDRAFT FEE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":35,
-               "description":"OVERDRAFT FEE FOR A TRANSACTION POSTED ON XX/XX $X.XX RECURRING PAYMENT AUTHORIZED ON XX/XX HLU*Hulu XXXXXXXXX HULU.COM/BIL",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":35,
-               "description":"OVERDRAFT FEE FOR A TRANSACTION POSTED ON XX/XX $XX.XX RECURRING PAYMENT AUTHORIZED ON XX/XX Amazon Prime*FNXTN Amzn.com/bil",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-29,
-               "description":"COURTESY NSF FEE RFND",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":9,
-               "description":"Paid NSF Fee / ACH Trace Number: XXXXXXXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":32,
-               "description":"Insufficient Funds Charge Paid / VENMO - PAYMENT",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":34,
-               "description":"INSUFFICIENT FUNDS FEE FOR A $XX.XX CARD PURCHASE - DETAILS: XXXXOBP*FIRSTCOMXXXXXXXX masked_email_addressTXX############X",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":29.5,
-               "description":"ODP NSF FEE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":13,
-               "description":"POS Purchase TX XXX-XXXXXXX RVT*TERRELL ISD SEQ# XXXXXX XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":3.25,
-               "description":"VISA DDA PUR XXXXXX DUNKIN XXXXXX QXX CENTEREACH * NY",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":18.94,
-               "description":"CHICK-FIL-A #XXXXX INDIANAPOLIS IN XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":4.85,
-               "description":"PURCHASE AUTHORIZED ON XX/XX COUNTRYSIDE DONUT KIRKLAND WA SXXXXXXXXXXXXXXX CARD XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":10,
-               "description":"PURCHASE AUTHORIZED ON XX/XX DRAFTKINGS SPORTSB XXXXXXXXXX MA SXXXXXXXXXXXXXXX CARD XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":13.69,
-               "description":"XDODGER STADM LOS ANGELES CA XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":15.7,
-               "description":"CHECKCARD XXXX CNK*CINEMARK.COM XXXX XXX-XXX-XXXX MA XXXXXXXXXXXXXXXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":21.64,
-               "description":"NETFLIX COMLOS GATOSCAUS",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":4.31,
-               "description":"CHECKCARD XXXX Nintendo CAXXXXXXXXX XXX-XXXXXXX WA XXXXXXXXXXXXXXXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":54.07,
-               "description":"MOBILE PURCHASE XXXX ULERIO DELI GROCERY BRONX NY XXXXXXXXXXXXXXXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":20.56,
-               "description":"MOBILE PURCHASE XXXX SIENNA WINE & SPI MISSOURI CITYTX XXXXXXXXXXXXXXXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":1.75,
-               "description":"SNACK SODA VEND NORWOOD /MA US CARD PURCHASE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":59.52,
-               "description":"H&MXXXX XX/XX #XXXXXXXXX PURCHASE H&MXXXX SAN ANTONIO TX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":10.91,
-               "description":"PURCHASE AUTHORIZED ON XX/XX PlaystationNetwork XXX-XXXXXXX CA SXXXXXXXXXXXXXXX CARD XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":7.55,
-               "description":"7-Eleven",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":5.08,
-               "description":"KOHLS XXXX XX/XX #XXXXXXXXX PURCHASE XXXXX MIRAMAR PKW MIRAMAR FL",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":2.5,
-               "description":"DOLLARTRE XXXX BAYPORT SEABROOK",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":42,
-               "description":"HOME DEPOT AUTO PYMT ***********XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":12.95,
-               "description":"CHECKCARD XXXX AMZN MKTP US*HIXWXXRXX AMZN.COM/BILLWA XXXXXXXXXXXXXXXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":78.95,
-               "description":"Go Calendars Games Books XXth Ave Se Albany",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":112.69,
-               "description":"SPORTSMANS WAR XX/XX #XXXXXXXXX PURCHASE SPORTSMANS WAREHO FRESNO CA",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":27.36,
-               "description":"TARGET XXXXXXXX HURST TX XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":216.26,
-               "description":"BRIDGECREST DT RETAIL XXXX XXX XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":39,
-               "description":"LEGALSHIELD *MEMBRSHIP XXXXXXXXXX OK XXXXX Debit Card Purchase XX/XX XX:XXa #XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":123.15,
-               "description":"MOSQUITO SQUAD - NY XXX-XXXXXXX NY XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-540,
-               "description":"REAL PROPERTY SO XPZV PPD ID: XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-13194.94,
-               "description":"XXX XXX DES:AP PROGRAM ID:XXXXX INDN:XXX XXX CO ID:XXXXXXXXXX CCD",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":5487.69,
-               "description":"CITY CNTY OF SF CTY SF PMT XXXXXX XXXXXXXX XX DECATUR CHECKING",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-549,
-               "description":"ACH DEPOSIT, STATE OF NJ - LA UEMPLOYMEN ****XXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-1895,
-               "description":"SSA TREAS XXX XXSOC SEC XXXXXXXXXA SSA XXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-441,
-               "description":"NYS DOL UI DD UI DD",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-327.99,
-               "description":"VACP TREAS XXX XXVA BENEF ***********XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-1195,
-               "description":"SSA TREAS XXX XXSOC SEC XXXXXX XXXXXXXXXA SSA XXX X XXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-486.63,
-               "description":"Deposit",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-20,
-               "description":"Mobile Deposit",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-285,
-               "description":"BKOFAMERICA ATM XX/XX #XXXXXXXXX DEPOSIT CAROLINA FOREST MYRTLE BEACH SC",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-106.66,
-               "description":"Uber XX/XX #XXXXXXXXX PMNT RCVD Uber San Francisco CA",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-200,
-               "description":"Mobile Banking Transfer Deposit XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-2347.63,
-               "description":"GMSTEK LLC XJIK XXXXXX XJIK XX XXX XXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-462.39,
-               "description":"AMAZON.COM SVCS DIRECT DEP PPD ID: XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-1083.15,
-               "description":"LEE HY PAVING CO PAYMENT XXXXXX XXX VIRGINIA TRANSPORT INC",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-727.62,
-               "description":"Partners XXXX PAYROLL XXXXXXXXXLE, TH XXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-807.84,
-               "description":"WHITE LINE CONST/QUICKBOOKS / XXX, XXX O",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":245.67,
-               "description":"PROG COUNTY MUT INS PREM XXXXXXXXX XXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":120.58,
-               "description":"AAA CA INSURANCE XXX-XXX-XXXX CA XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":7.08,
-               "description":"STATE FARM RO XX SFPP XX S XXXXXXXXXX XXX XXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":107,
-               "description":"FARMERS INS EFT PYMT",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":155.58,
-               "description":"GEICO PREM COLL PPD ID: XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":1377.86,
-               "description":"CompletePRXXBXXL TAX IMPOUN",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":175,
-               "description":"IRS USATAXPYMT PPD ID: XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":164.28,
-               "description":"CCD DEBIT, ADP TAX ADP TAX KHXFH XXXXXXAXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":155.34,
-               "description":"IRS USATAXPYMT",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":170.83,
-               "description":"WEBFILE TAX PYMT DD XXX/XXXXXXXX CCD ID: XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":253.36,
-               "description":"INTEREST CHARGE ON PURCHASES",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":1.29,
-               "description":"Interest Charge on Cash A",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":1.45,
-               "description":"INTEREST CHARGE-CASH ADVANCES",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":62.37,
-               "description":"INTEREST CHARGE-PURCHASES",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":4.56,
-               "description":"INTEREST CHARGE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-0.01,
-               "description":"Credit Interest No Category",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-120,
-               "description":"Internet transfer from Interest Checking account XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-1.21,
-               "description":"Credit Interest",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-0.01,
-               "description":"Interest Earned",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-0.01,
-               "description":"Interest Payment",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-0.01,
-               "description":"Interest Deposit",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-1181.3,
-               "description":"FLAGSHIP CREDIT DES:DIRECT DEP ID:XXXXXXXXXXXXHLA INDN:XXX,XXX MIC CO ID:XXXXXXXXXX PPD",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-0.32,
-               "description":"Round-up Credit from Purchase FLAGSHIP CREDIT",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-0.32,
-               "description":"Round-up Credit from Purchase FLAGSHIP CREDIT XXX-XXX-XXXX CAUS",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-0.32,
-               "description":"Round-up Credit from Purchase FLAGSHIP CREDIT XXX-XXX-XXXX CAUS",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-1006.61,
-               "description":"FLAGSHIP CREDIT DES:DIRECT DEP ID:XXXXXXXXXXXXHLA INDN:XXX,XXX MIC CO ID:XXXXXXXXXX PPD",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":-95,
-               "description":"Brigit XX/XX #XXXXXXXXX PMNT RCVD Brigit Visa Direct NY",
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-            },
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-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":40,
-               "description":"Online Xfer Transfer to CK xXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":5.99,
-               "description":"OTT* UPFAITHANDFAMILY DDA RECUR POS PUR CDXXXX masked_email_addressGA#XXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":122.24,
-               "description":"DEBIT CARD PAYMENT, *****XXXXXXXXXXX, AUT XXXXXX VISA DDA PUR",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":14,
-               "description":"NOW Withdrawal Zelle XXX / XXX XXX-XXX-XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":102.25,
-               "description":"ATM W/D XXXX XX/XX/XX XXXXXXXX LOMBARDI CLU-XXXXXX XXX OLIVE ST",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":103.5,
-               "description":"NON-TD ATM W/D",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":30,
-               "description":"MASTERCARD - PAYMENT",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":800,
-               "description":"Cash eWithdrawal in Branch/Store XX/XX/XXXX XX:XX AM XXXX W UNIVERSITY DR EDINBURG TX XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":3,
-               "description":"Subscription Acorns YXPXVX WEB ID: XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":5,
-               "description":"Acorns Later Transfer QNLNZY WEB ID: XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":10,
-               "description":"Coinbase.com/SGMYGNXM XXX XXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":22,
-               "description":"COINBASE, INC. XXXXXXXXXX CA XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":4000,
-               "description":"SCHWAB BROKERAGE MONEYLINK XXXXXX XXXXXXXXXXXXXXX XXX XXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":256.25,
-               "description":"CHECKCARD XXXX IDEAL IMAGE BRAINTREE BRAINTREE MA XXXXXXXXXXXXXXXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":175,
-               "description":"XMX FINANCIAL S MSP/DIV",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":654,
-               "description":"CHECKCARD XXXX BillMatrix Greenville SC",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":9.99,
-               "description":"PULSZ WILMINGTON DE Card XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":0.06,
-               "description":"KEEP THE CHANGE TRANSFER TO ACCT XXXX FOR XX/XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":300,
-               "description":"Online Banking transfer to SAV XXXX Confirmation# XXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":5,
-               "description":"Online Transfer to SAV ...XXXX transaction#: XXXXXXXXXXX XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":76.41,
-               "description":"Transfer to Chime Savings Account",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":0.21,
-               "description":"Round Up - Checking",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":500,
-               "description":"CASH APP*XXX XXX XXXXXXXXXX CA",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":77.48,
-               "description":"PAYPAL XXX-XXX-XXXX CA XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":40,
-               "description":"Debit Card Purchase CASH APP*XXX WEB XXXXXXXXXX CA",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":2.25,
-               "description":"Digit.co DES:Rainy Day ID:vXthX-YXAAHHLME INDN:XXX XXX CO ID:XXXXXXXXXX PPD",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":100,
-               "description":"ZELLE TO XXX XXX ON XX/XX REF #PPXDBVLJGJ FOR FRANCISCO PAID IN FULL WASHER AND DRYE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":5493,
-               "description":"ONLINE INTERNATIONAL WIRE TRANSFER A/C: T. C. XXX XXX X.X. XXX XXX XXXXX- TR REF: INVOICE PAYMENT TRN: XXXXXXXXXXE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":25000,
-               "description":"ONLINE DOMESTIC WIRE TRANSFER VIA: COMERICA SCO VLY/XXXXXXXXX A/C: LENNAR TITTLE ESCROW ACCOUNT MURRIETA CA XXXXX US REF: REFERE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":2605,
-               "description":"WIRE OUT XXXXXXLXBXXDXCXXXXXX XXXXXXXXXXXX;BNF FISHERBROYLES , LLP IOLTA",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":49.67,
-               "description":"HOFFMAN CARWASH THX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":9.99,
-               "description":"THALES/SPIRIT INFLMELBOURNE F",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":0,
-               "description":"AIRBNB * HMSPXWQDPR Pending - credit/return/for $XX.XX on card XXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":71,
-               "description":"ISTORAGELXXXEASTPOINTE",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":10.5,
-               "description":"CHECKCARD XXXX NJT RAIL - MYTIX XXX-XXXXXXX NY XXXXXXXXXXXXXXXXXXXXXXX CKCD XXXX XXXXXXXXXXXXXXXX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":2.75,
-               "description":"MTA*NYCT PAYGO NEW YORK NY XX/XX",
-               "currency":"USD"
-            },
-            {
-               "date_transacted":"2023-04-11",
-               "date_posted":"2023-04-11",
-               "amount":15.3,
-               "description":"PAYPAL INST XFER LYFT RIDE TUE X WEB ID: PAYPALSIXX",
-               "currency":"USD"
-            }
-         ],
-         "identity":{
-            "names":[
-               "John Smith"
-            ],
-            "emails":[
-               {
-                  "primary":true,
-                  "type":"primary",
-                  "data":"accountholder0@example.com"
-               }
+    "override_accounts": [
+        {
+            "type": "depository",
+            "subtype": "checking",
+            "transactions": [
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 1,
+                    "description": "Debit: ATM Transaction Decline Fee - Domestic",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 3,
+                    "description": "NONTD ATM FEE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 1,
+                    "description": "ATM Balance Inquiry Fee (out-of-network)",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 3,
+                    "description": "NON-CHASE ATM FEE-WITH",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 2.5,
+                    "description": "Atm Fee XXXXXXplustermXXX West Xnd St.rockfalls IlusX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 1.5,
+                    "description": "CHECKCARD XXXX CHUMBA GOLD COINS VALETTA XXXXXXXXXXXXXXXXXXXXXXX INTERNATIONAL TRANSACTION FEE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 0.15,
+                    "description": "CHECKCARD XXXX CHUMBA GOLD COINS VALETTA XXXXXXXXXXXXXXXXXXXXXXX INTERNATIONAL TRANSACTION FEE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 0.65,
+                    "description": "International Service Fee",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 7.59,
+                    "description": "INTERNATIONAL TRANSACTION FEE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 29.5,
+                    "description": "Courtesy Pay fee ACH ECC PPD ACH Trace XXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 5,
+                    "description": "MONTHLY FEE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -5,
+                    "description": "FEE REVERSAL",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 0.11,
+                    "description": "Card Fee VISA INTERNATIONAL SERVICE ASSESSMENT Date XX/XX/XX Card XX #XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 17,
+                    "description": "NSF/OD CHARGE PAID PAID BY OVERDRAFT PROTECTION",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 2,
+                    "description": "DAILY OVERDRAFT FEE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 35,
+                    "description": "OVERDRAFT FEE FOR A TRANSACTION POSTED ON XX/XX $X.XX RECURRING PAYMENT AUTHORIZED ON XX/XX HLU*Hulu XXXXXXXXX HULU.COM/BIL",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 35,
+                    "description": "OVERDRAFT FEE FOR A TRANSACTION POSTED ON XX/XX $XX.XX RECURRING PAYMENT AUTHORIZED ON XX/XX Amazon Prime*FNXTN Amzn.com/bil",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -29,
+                    "description": "COURTESY NSF FEE RFND",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 9,
+                    "description": "Paid NSF Fee / ACH Trace Number: XXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 32,
+                    "description": "Insufficient Funds Charge Paid / VENMO - PAYMENT",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 34,
+                    "description": "INSUFFICIENT FUNDS FEE FOR A $XX.XX CARD PURCHASE - DETAILS: XXXXOBP*FIRSTCOMXXXXXXXX masked_email_addressTXX############X",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 29.5,
+                    "description": "ODP NSF FEE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 13,
+                    "description": "POS Purchase TX XXX-XXXXXXX RVT*TERRELL ISD SEQ# XXXXXX XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 3.25,
+                    "description": "VISA DDA PUR XXXXXX DUNKIN XXXXXX QXX CENTEREACH * NY",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 18.94,
+                    "description": "CHICK-FIL-A #XXXXX INDIANAPOLIS IN XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 4.85,
+                    "description": "PURCHASE AUTHORIZED ON XX/XX COUNTRYSIDE DONUT KIRKLAND WA SXXXXXXXXXXXXXXX CARD XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 10,
+                    "description": "PURCHASE AUTHORIZED ON XX/XX DRAFTKINGS SPORTSB XXXXXXXXXX MA SXXXXXXXXXXXXXXX CARD XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 13.69,
+                    "description": "XDODGER STADM LOS ANGELES CA XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 15.7,
+                    "description": "CHECKCARD XXXX CNK*CINEMARK.COM XXXX XXX-XXX-XXXX MA XXXXXXXXXXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 21.64,
+                    "description": "NETFLIX COMLOS GATOSCAUS",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 4.31,
+                    "description": "CHECKCARD XXXX Nintendo CAXXXXXXXXX XXX-XXXXXXX WA XXXXXXXXXXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 54.07,
+                    "description": "MOBILE PURCHASE XXXX ULERIO DELI GROCERY BRONX NY XXXXXXXXXXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 20.56,
+                    "description": "MOBILE PURCHASE XXXX SIENNA WINE & SPI MISSOURI CITYTX XXXXXXXXXXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 1.75,
+                    "description": "SNACK SODA VEND NORWOOD /MA US CARD PURCHASE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 59.52,
+                    "description": "H&MXXXX XX/XX #XXXXXXXXX PURCHASE H&MXXXX SAN ANTONIO TX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 10.91,
+                    "description": "PURCHASE AUTHORIZED ON XX/XX PlaystationNetwork XXX-XXXXXXX CA SXXXXXXXXXXXXXXX CARD XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 7.55,
+                    "description": "7-Eleven",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 5.08,
+                    "description": "KOHLS XXXX XX/XX #XXXXXXXXX PURCHASE XXXXX MIRAMAR PKW MIRAMAR FL",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 2.5,
+                    "description": "DOLLARTRE XXXX BAYPORT SEABROOK",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 42,
+                    "description": "HOME DEPOT AUTO PYMT ***********XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 12.95,
+                    "description": "CHECKCARD XXXX AMZN MKTP US*HIXWXXRXX AMZN.COM/BILLWA XXXXXXXXXXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 78.95,
+                    "description": "Go Calendars Games Books XXth Ave Se Albany",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 112.69,
+                    "description": "SPORTSMANS WAR XX/XX #XXXXXXXXX PURCHASE SPORTSMANS WAREHO FRESNO CA",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 27.36,
+                    "description": "TARGET XXXXXXXX HURST TX XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 216.26,
+                    "description": "BRIDGECREST DT RETAIL XXXX XXX XXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 39,
+                    "description": "LEGALSHIELD *MEMBRSHIP XXXXXXXXXX OK XXXXX Debit Card Purchase XX/XX XX:XXa #XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 123.15,
+                    "description": "MOSQUITO SQUAD - NY XXX-XXXXXXX NY XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -540,
+                    "description": "REAL PROPERTY SO XPZV PPD ID: XXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -13194.94,
+                    "description": "XXX XXX DES:AP PROGRAM ID:XXXXX INDN:XXX XXX CO ID:XXXXXXXXXX CCD",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 5487.69,
+                    "description": "CITY CNTY OF SF CTY SF PMT XXXXXX XXXXXXXX XX DECATUR CHECKING",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
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+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 90,
+                    "description": "CHECKCARD XXXX EYE SPECIALIST OF ILLI PARK RIDGE IL XXXXXXXXXXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 190.8,
+                    "description": "MENDILI DENTAL SERVICE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 96.07,
+                    "description": "CHECKCARD XXXX MACK PHYSICAL THERAPY HTTPSWWW.MOVEIL XXXXXXXXXXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 31.61,
+                    "description": "Dbt Crd Walgreens Store XXXX J Point Pleasan Wv",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 1,
+                    "description": "GATHER & GATHER CD XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 10,
+                    "description": "Withdrawal PLANET FIT / TYPE: CLUB FEES ID: XXXXXXXXXX CO: PLANET FIT %% ACH Trace XXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 54.12,
+                    "description": "PURCHASE AUTHORIZED ON XX/XX SPA CASTLE TEXAS CARROLLTON TX SXXXXXXXXXXXXXXX CARD XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 5,
+                    "description": "Wash Laundry Waverider",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 60.17,
+                    "description": "Chewy",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 94.06,
+                    "description": "DEBIT CARD PURCHASE MILL CREEK ANIMAL HOSPIT SHAWNEE KS",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 144.45,
+                    "description": "Bill Pay Entergy\u00ac\u2020Services WEB \u00ac\u2020XXXXXXXXXXXXX\u00ac\u2020XXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 88.95,
+                    "description": "AMERICAN EXPRESS DES:ACH PMT ID:WXXXX INDN:XXX XXX CO ID:XXXXXXXXXX WEB",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 346.1,
+                    "description": "Arlington Water Utl",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 1086.17,
+                    "description": "ALTA VISTA TOWE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 120,
+                    "description": "Pos Debit- XXXX XXXX Sprint Wireless XXX-XXX-XXXX KS",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 55.27,
+                    "description": "ATT*BILL PAYMENT XXX-XXX-XXXX TX XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 41.63,
+                    "description": "ENTERPRISE WATER WORKS XXX-XXXXXXX AL",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -9657.1,
+                    "description": "RT FED REPUBLIC TRS",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -375,
+                    "description": "GASTTAXRFD Georgia Departme XXXXXXX,XXX ACH CREDIT",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -1390.98,
+                    "description": "TPG PRODUCTS",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -203,
+                    "description": "NY STATE NYSTTAXRFD PPD ID: XXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -22.22,
+                    "description": "XX TREAS XXX MISC PAY XXXXXX XXXXXXXXX RMT*IV*XXXXXX\\REF*VV*EVXXXXXXXXXDX*(XXX)XXX-XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -12.49,
+                    "description": "XXX Checking Card Adjustment Signature (Credit) ZILCH SAN FRANCISC CA",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -20,
+                    "description": "XXX Checking Card Adjustment POS PIN (Credit) CASH APP*CASH OUT VISA DIRECT, CA US",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -20,
+                    "description": "EB From Checking XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -0.34,
+                    "description": "INTERNET TFR FRM CHECKING",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -500,
+                    "description": "Deposit - GFG_WLO GFG WLO DEPOSIT",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -40,
+                    "description": "From XXX,XXX J XXXXXXXXXX Share XXXX/Deposit Express Banker Transfer",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -100,
+                    "description": "Real Time Payment Credit",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -400,
+                    "description": "ONLINE TRANSFER FROM XXX X WAYXSAVE SAVINGS XXXXXXXXXXXXX REF #IBXBXXNBMN ON XX/XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -1.09,
+                    "description": "RoundUp Deposit",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -85,
+                    "description": "Added to Pot",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -200,
+                    "description": "Online Banking transfer from SAV XXXX Confirmation# XXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -20,
+                    "description": "ONLINE TRANSFER FROM XXX X SAVINGS XXXXXXXXXX REF #IBXGXQKXXC ON XX/XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -120,
+                    "description": "ZELLE FROM XXX XXX ON XX/XX REF # JPMXXXPXXWAF TOWN COUNTRY",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -38.8,
+                    "description": "ONLINE TRANSFER FROM XXX X EVERYDAY CHECKING XXXXXXXXXX REF #IBXGYXXKXZ ON XX/XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -2000,
+                    "description": "Zelle Transfer Conf# pxogefXXj; XXXX INTEGRAL SOLUTIONS LLC",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -100,
+                    "description": "ONLINE TRANSFER FROM DD XXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -1500,
+                    "description": "WIRE TRANSFER CREDIT ON XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -125000,
+                    "description": "WT FED#XXXXX TD BANK, NA /ORG=XXX XXX SRF# XXXXXXXXXXXXXIXX TRN#XXXXXXXXXXXX RFB# RBMD-CFTNJG",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -3000,
+                    "description": "WT ORG=XXX XXX OGB ID=TD BA",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -5000,
+                    "description": "INCOMING FEDWIRE CR TRN #XXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": -8800,
+                    "description": "INCOMING WIRE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 60,
+                    "description": "TO CHECKING XXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 350,
+                    "description": "Online Banking transfer to CHK XXXX Confirmation# XXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 40,
+                    "description": "Online Xfer Transfer to CK xXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 5.99,
+                    "description": "OTT* UPFAITHANDFAMILY DDA RECUR POS PUR CDXXXX masked_email_addressGA#XXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 122.24,
+                    "description": "DEBIT CARD PAYMENT, *****XXXXXXXXXXX, AUT XXXXXX VISA DDA PUR",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 14,
+                    "description": "NOW Withdrawal Zelle XXX / XXX XXX-XXX-XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 102.25,
+                    "description": "ATM W/D XXXX XX/XX/XX XXXXXXXX LOMBARDI CLU-XXXXXX XXX OLIVE ST",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 103.5,
+                    "description": "NON-TD ATM W/D",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 30,
+                    "description": "MASTERCARD - PAYMENT",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 800,
+                    "description": "Cash eWithdrawal in Branch/Store XX/XX/XXXX XX:XX AM XXXX W UNIVERSITY DR EDINBURG TX XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 3,
+                    "description": "Subscription Acorns YXPXVX WEB ID: XXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 5,
+                    "description": "Acorns Later Transfer QNLNZY WEB ID: XXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 10,
+                    "description": "Coinbase.com/SGMYGNXM XXX XXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 22,
+                    "description": "COINBASE, INC. XXXXXXXXXX CA XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 4000,
+                    "description": "SCHWAB BROKERAGE MONEYLINK XXXXXX XXXXXXXXXXXXXXX XXX XXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 256.25,
+                    "description": "CHECKCARD XXXX IDEAL IMAGE BRAINTREE BRAINTREE MA XXXXXXXXXXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 175,
+                    "description": "XMX FINANCIAL S MSP/DIV",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 654,
+                    "description": "CHECKCARD XXXX BillMatrix Greenville SC",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 9.99,
+                    "description": "PULSZ WILMINGTON DE Card XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 0.06,
+                    "description": "KEEP THE CHANGE TRANSFER TO ACCT XXXX FOR XX/XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 300,
+                    "description": "Online Banking transfer to SAV XXXX Confirmation# XXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 5,
+                    "description": "Online Transfer to SAV ...XXXX transaction#: XXXXXXXXXXX XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 76.41,
+                    "description": "Transfer to Chime Savings Account",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 0.21,
+                    "description": "Round Up - Checking",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 500,
+                    "description": "CASH APP*XXX XXX XXXXXXXXXX CA",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 77.48,
+                    "description": "PAYPAL XXX-XXX-XXXX CA XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 40,
+                    "description": "Debit Card Purchase CASH APP*XXX WEB XXXXXXXXXX CA",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 2.25,
+                    "description": "Digit.co DES:Rainy Day ID:vXthX-YXAAHHLME INDN:XXX XXX CO ID:XXXXXXXXXX PPD",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 100,
+                    "description": "ZELLE TO XXX XXX ON XX/XX REF #PPXDBVLJGJ FOR FRANCISCO PAID IN FULL WASHER AND DRYE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 5493,
+                    "description": "ONLINE INTERNATIONAL WIRE TRANSFER A/C: T. C. XXX XXX X.X. XXX XXX XXXXX- TR REF: INVOICE PAYMENT TRN: XXXXXXXXXXE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 25000,
+                    "description": "ONLINE DOMESTIC WIRE TRANSFER VIA: COMERICA SCO VLY/XXXXXXXXX A/C: LENNAR TITTLE ESCROW ACCOUNT MURRIETA CA XXXXX US REF: REFERE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 2605,
+                    "description": "WIRE OUT XXXXXXLXBXXDXCXXXXXX XXXXXXXXXXXX;BNF FISHERBROYLES , LLP IOLTA",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 49.67,
+                    "description": "HOFFMAN CARWASH THX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 9.99,
+                    "description": "THALES/SPIRIT INFLMELBOURNE F",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 0,
+                    "description": "AIRBNB * HMSPXWQDPR Pending - credit/return/for $XX.XX on card XXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 71,
+                    "description": "ISTORAGELXXXEASTPOINTE",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 10.5,
+                    "description": "CHECKCARD XXXX NJT RAIL - MYTIX XXX-XXXXXXX NY XXXXXXXXXXXXXXXXXXXXXXX CKCD XXXX XXXXXXXXXXXXXXXX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 2.75,
+                    "description": "MTA*NYCT PAYGO NEW YORK NY XX/XX",
+                    "currency": "USD"
+                },
+                {
+                    "date_transacted": "2023-12-01",
+                    "date_posted": "2023-12-01",
+                    "amount": 15.3,
+                    "description": "PAYPAL INST XFER LYFT RIDE TUE X WEB ID: PAYPALSIXX",
+                    "currency": "USD"
+                }
             ],
-            "addresses":[
-               {
-                  "primary":true,
-                  "data":{
-                     "country":"US",
-                     "city":"New York",
-                     "street":"10003 Broadway Road",
-                     "postal_code":"10003",
-                     "region":"NY"
-                  }
-               }
-            ]
-         }
-      }
-   ]
+            "identity": {
+                "names": [
+                    "John Smith"
+                ],
+                "emails": [
+                    {
+                        "primary": true,
+                        "type": "primary",
+                        "data": "accountholder0@example.com"
+                    }
+                ],
+                "addresses": [
+                    {
+                        "primary": true,
+                        "data": {
+                            "country": "US",
+                            "city": "New York",
+                            "street": "10003 Broadway Road",
+                            "postal_code": "10003",
+                            "region": "NY"
+                        }
+                    }
+                ]
+            }
+        }
+    ]
 }
\ No newline at end of file
diff --git a/income/income_custom_user.json b/income/income_custom_user.json
index d6003291..91b79fa8 100644
--- a/income/income_custom_user.json
+++ b/income/income_custom_user.json
@@ -1,47 +1,47 @@
 {
-  "override_accounts": [
-    {
-      "type": "payroll",
-      "subtype": "payroll",
-      "income": {
-        "paystubs": [
-          {
-            "employee": {
-              "name": "Chip Hazard",
-              "address": {
-                "city": "Burbank",
-                "region": "CA",
-                "street": "411 N Hollywood Way",
-                "postal_code": "91505",
-                "country": "US"
-              }
-            },
-            "employer": {
-              "name": "Heartland Toy Company"
-            },
-            "income_breakdown": [
-              {
-                "type": "regular",
-                "rate": 20,
-                "hours": 40,
-                "total": 800
-              },
-              {
-                "type": "overtime",
-                "rate": 30,
-                "hours": 6.68,
-                "total": 200.39
-              }
-            ],
-            "pay_period_details": {
-              "start_date": "2021-05-04",
-              "end_date": "2021-05-18",
-              "gross_earnings": 1000.39,
-              "check_amount": 499.28
+    "override_accounts": [
+        {
+            "type": "payroll",
+            "subtype": "payroll",
+            "income": {
+                "paystubs": [
+                    {
+                        "employee": {
+                            "name": "Chip Hazard",
+                            "address": {
+                                "city": "Burbank",
+                                "region": "CA",
+                                "street": "411 N Hollywood Way",
+                                "postal_code": "91505",
+                                "country": "US"
+                            }
+                        },
+                        "employer": {
+                            "name": "Heartland Toy Company"
+                        },
+                        "income_breakdown": [
+                            {
+                                "type": "regular",
+                                "rate": 20,
+                                "hours": 40,
+                                "total": 800
+                            },
+                            {
+                                "type": "overtime",
+                                "rate": 30,
+                                "hours": 6.68,
+                                "total": 200.39
+                            }
+                        ],
+                        "pay_period_details": {
+                            "start_date": "2023-11-17",
+                            "end_date": "2023-12-01",
+                            "gross_earnings": 1000.39,
+                            "check_amount": 499.28
+                        }
+                    }
+                ]
             }
-          }
-        ]
-      }
-    }
-  ]
+        }
+    ]
 }
\ No newline at end of file
diff --git a/income/payroll_income_custom_user.json b/income/payroll_income_custom_user.json
index 70d97a7c..a63e3f44 100644
--- a/income/payroll_income_custom_user.json
+++ b/income/payroll_income_custom_user.json
@@ -1,78 +1,78 @@
 {
-  "override_accounts": [
-    {
-      "type": "payroll",
-      "subtype": "payroll",
-      "income": {
-        "paystubs": [
-          {
-            "employee": {
-              "name": "Chip Hazard",
-              "address": {
-                "city": "Burbank",
-                "region": "CA",
-                "street": "411 N Hollywood Way",
-                "postal_code": "91505",
-                "country": "US"
-              }
-            },
-            "employer": {
-              "name": "Heartland Toy Company"
-            },
-            "income_breakdown": [
-              {
-                "type": "regular",
-                "rate": 20,
-                "hours": 40,
-                "total": 800
-              },
-              {
-                "type": "overtime",
-                "rate": 30,
-                "hours": 6.68,
-                "total": 200.39
-              }
-            ],
-            "pay_period_details": {
-              "start_date": "2022-08-01",
-              "end_date": "2022-08-12",
-              "pay_day": "2022-08-15",
-              "gross_earnings": 1000.39,
-              "check_amount": 499.28
+    "override_accounts": [
+        {
+            "type": "payroll",
+            "subtype": "payroll",
+            "income": {
+                "paystubs": [
+                    {
+                        "employee": {
+                            "name": "Chip Hazard",
+                            "address": {
+                                "city": "Burbank",
+                                "region": "CA",
+                                "street": "411 N Hollywood Way",
+                                "postal_code": "91505",
+                                "country": "US"
+                            }
+                        },
+                        "employer": {
+                            "name": "Heartland Toy Company"
+                        },
+                        "income_breakdown": [
+                            {
+                                "type": "regular",
+                                "rate": 20,
+                                "hours": 40,
+                                "total": 800
+                            },
+                            {
+                                "type": "overtime",
+                                "rate": 30,
+                                "hours": 6.68,
+                                "total": 200.39
+                            }
+                        ],
+                        "pay_period_details": {
+                            "start_date": "2023-11-03",
+                            "end_date": "2023-11-14",
+                            "pay_day": "2023-11-17",
+                            "gross_earnings": 1000.39,
+                            "check_amount": 499.28
+                        }
+                    },
+                    {
+                        "employee": {
+                            "name": "Chip Hazard",
+                            "address": {
+                                "city": "Burbank",
+                                "region": "CA",
+                                "street": "411 N Hollywood Way",
+                                "postal_code": "91505",
+                                "country": "US"
+                            }
+                        },
+                        "employer": {
+                            "name": "Heartland Toy Company"
+                        },
+                        "income_breakdown": [
+                            {
+                                "type": "regular",
+                                "rate": 20,
+                                "hours": 40,
+                                "total": 800
+                            }
+                        ],
+                        "pay_period_details": {
+                            "start_date": "2023-11-17",
+                            "end_date": "2023-11-28",
+                            "pay_day": "2023-12-01",
+                            "gross_earnings": 800,
+                            "check_amount": 300
+                        }
+                    }
+                ]
             }
-          },
-          {
-            "employee": {
-              "name": "Chip Hazard",
-              "address": {
-                "city": "Burbank",
-                "region": "CA",
-                "street": "411 N Hollywood Way",
-                "postal_code": "91505",
-                "country": "US"
-              }
-            },
-            "employer": {
-              "name": "Heartland Toy Company"
-            },
-            "income_breakdown": [
-              {
-                "type": "regular",
-                "rate": 20,
-                "hours": 40,
-                "total": 800
-              }
-            ],
-            "pay_period_details": {
-              "start_date": "2022-08-15",
-              "end_date": "2022-08-26",
-              "pay_day": "2022-08-29",
-              "gross_earnings": 800,
-              "check_amount": 300
-            }
-          }
-        ]
-      }
-    }
-  ]
+        }
+    ]
 }
\ No newline at end of file
diff --git a/investments/brokerage_custom_user.json b/investments/brokerage_custom_user.json
index 8d365adc..4818676f 100644
--- a/investments/brokerage_custom_user.json
+++ b/investments/brokerage_custom_user.json
@@ -1,455 +1,455 @@
 {
-  "override_accounts": [
-    {
-      "type": "investment",
-      "subtype": "brokerage",
-      "starting_balance": 120,
-      "force_available_balance": 120,
-      "meta": {
-        "name": "Brokerage Test Account"
-      },
-      "identity": {
-        "names": [
-          "John Smith"
-        ],
-        "phone_numbers": [
-          {
-            "primary": true,
-            "type": "mobile",
-            "data": "9084581209"
-          }
-        ],
-        "emails": [
-          {
-            "primary": true,
-            "type": "primary",
-            "data": "jsmith@plaid.com"
-          }
-        ],
-        "addresses": [
-          {
-            "primary": true,
-            "data": {
-              "country": "US",
-              "city": "New York",
-              "street": "10003 Broadway Road",
-              "postal_code": "10003",
-              "region": "NY"
-            }
-          }
-        ]
-      },
-      "holdings": [
-        {
-          "institution_price": 140.4,
-          "institution_price_as_of": "2022-10-11",
-          "quantity": 12,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "AAPL",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 10.43,
-          "institution_price_as_of": "2022-01-10",
-          "cost_basis": 10.43,
-          "quantity": 10,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "PAGP",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 2228.23,
-          "institution_price_as_of": "2022-02-14",
-          "cost_basis": 2228.23,
-          "quantity": 8,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "GOOGL",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 91.78,
-          "institution_price_as_of": "2022-03-02",
-          "cost_basis": 91.78,
-          "quantity": 17,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "CHD",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 108.6,
-          "institution_price_as_of": "2022-04-22",
-          "cost_basis": 108.6,
-          "quantity": 100,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "AMZN",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 369.82,
-          "institution_price_as_of": "2022-05-19",
-          "cost_basis": 29.36,
-          "quantity": 5,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "TDY",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 19999.54,
-          "institution_price_as_of": "2022-06-01",
-          "cost_basis": 120.03,
-          "quantity": 0.00293644,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "CUR:BTC",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 13.35,
-          "institution_price_as_of": "2022-12-30",
-          "cost_basis": 13.35,
-          "quantity": 20,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "AMC",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 495.72,
-          "institution_price_as_of": "2022-06-11",
-          "cost_basis": 495.72,
-          "quantity": 12,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "BIO",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 11.43,
-          "institution_price_as_of": "2022-06-28",
-          "cost_basis": 11.43,
-          "quantity": 20,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "F",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 670.81,
-          "institution_price_as_of": "2022-05-30",
-          "cost_basis": 670.81,
-          "quantity": 23,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "TSLA",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 5.51,
-          "institution_price_as_of": "2022-01-03",
-          "cost_basis": 5.51,
-          "quantity": 9,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "GPRO",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 114.07,
-          "institution_price_as_of": "2022-02-04",
-          "cost_basis": 114.07,
-          "quantity": 3,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "PAYX",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 70.04,
-          "institution_price_as_of": "2022-03-17",
-          "cost_basis": 70.04,
-          "quantity": 19,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "XEL",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 142.99,
-          "institution_price_as_of": "2022-04-25",
-          "cost_basis": 142.99,
-          "quantity": 30,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "MRNA",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 78.85,
-          "institution_price_as_of": "2022-05-07",
-          "cost_basis": 78.85,
-          "quantity": 11,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "D",
-            "currency": "USD"
-          }
-        },
-        {
-          "institution_price": 20.83,
-          "institution_price_as_of": "2022-06-16",
-          "cost_basis": 20.83,
-          "quantity": 13,
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "T",
-            "currency": "USD"
-          }
-        }
-      ],
-      "investment_transactions": [
-        {
-          "date": "2022-10-01",
-          "name": "buy stock",
-          "quantity": 10,
-          "price": 10,
-          "fees": 20,
-          "type": "buy",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "PLAID",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-10-15",
-          "name": "buy stock",
-          "quantity": 15,
-          "price": 10,
-          "fees": 20,
-          "type": "buy",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "PLAID",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-10",
-          "name": "buy stock",
-          "quantity": 10,
-          "price": 2898.32,
-          "fees": 20,
-          "type": "buy",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "GOOGL",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-15",
-          "name": "buy stock",
-          "quantity": 160,
-          "price": 121.45,
-          "fees": 20,
-          "type": "buy",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "NET",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-12",
-          "name": "buy stock",
-          "quantity": 29,
-          "price": 120.03,
-          "fees": 4.25,
-          "type": "buy",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "AMZN",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-16",
-          "name": "buy stock",
-          "quantity": 23,
-          "price": 125.03,
-          "fees": 4.25,
-          "type": "buy",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "AA",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-20",
-          "name": "buy stock",
-          "quantity": 36,
-          "price": 120.03,
-          "fees": 4.25,
-          "type": "buy",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "NYA",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-02",
-          "name": "buy stock in cash",
-          "quantity": 12,
-          "price": 80,
-          "fees": 1,
-          "type": "cash",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "FN",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-11",
-          "name": "buy stock in cash",
-          "quantity": 25,
-          "price": 110,
-          "fees": 1,
-          "type": "cash",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "CE",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-21",
-          "name": "buy stock in cash",
-          "quantity": 30,
-          "price": 170,
-          "fees": 4,
-          "type": "cash",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "MRNA",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-14",
-          "name": "buy stock in cash",
-          "quantity": 10,
-          "price": 200,
-          "fees": 0,
-          "type": "cash",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "GD",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-21",
-          "name": "buy stock in cash-fee",
-          "quantity": 30,
-          "price": 170,
-          "fees": 4,
-          "type": "fee",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "MRNA",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-02",
-          "name": "buy stock in cash",
-          "quantity": 12,
-          "price": 80,
-          "fees": 1,
-          "type": "fee",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "FN",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-11",
-          "name": "buy stock in cash",
-          "quantity": 25,
-          "price": 110,
-          "fees": 1,
-          "type": "fee",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "CE",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-27",
-          "name": "transfer amount",
-          "quantity": 12,
-          "price": 125.98,
-          "fees": 6.55,
-          "type": "transfer",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "AMZN",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-28",
-          "name": "transfer amount",
-          "quantity": 7,
-          "price": 150.23,
-          "fees": 6.25,
-          "type": "transfer",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "AA",
-            "currency": "USD"
-          }
-        },
-        {
-          "date": "2022-06-29",
-          "name": "transfer amount",
-          "quantity": 10,
-          "price": 170,
-          "fees": 4,
-          "type": "transfer",
-          "currency": "USD",
-          "security": {
-            "ticker_symbol": "MRNA",
-            "currency": "USD"
-          }
+    "override_accounts": [
+        {
+            "type": "investment",
+            "subtype": "brokerage",
+            "starting_balance": 120,
+            "force_available_balance": 120,
+            "meta": {
+                "name": "Brokerage Test Account"
+            },
+            "identity": {
+                "names": [
+                    "John Smith"
+                ],
+                "phone_numbers": [
+                    {
+                        "primary": true,
+                        "type": "mobile",
+                        "data": "9084581209"
+                    }
+                ],
+                "emails": [
+                    {
+                        "primary": true,
+                        "type": "primary",
+                        "data": "jsmith@plaid.com"
+                    }
+                ],
+                "addresses": [
+                    {
+                        "primary": true,
+                        "data": {
+                            "country": "US",
+                            "city": "New York",
+                            "street": "10003 Broadway Road",
+                            "postal_code": "10003",
+                            "region": "NY"
+                        }
+                    }
+                ]
+            },
+            "holdings": [
+                {
+                    "institution_price": 140.4,
+                    "institution_price_as_of": "2023-09-12",
+                    "quantity": 12,
+                    "currency": "USD",
+                    "security": {
+                        "ticker_symbol": "AAPL",
+                        "currency": "USD"
+                    }
+                },
+                {
+                    "institution_price": 10.43,
+                    "institution_price_as_of": "2022-12-12",
+                    "cost_basis": 10.43,
+                    "quantity": 10,
+                    "currency": "USD",
+                    "security": {
+                        "ticker_symbol": "PAGP",
+                        "currency": "USD"
+                    }
+                },
+                {
+                    "institution_price": 2228.23,
+                    "institution_price_as_of": "2023-01-16",
+                    "cost_basis": 2228.23,
+                    "quantity": 8,
+                    "currency": "USD",
+                    "security": {
+                        "ticker_symbol": "GOOGL",
+                        "currency": "USD"
+                    }
+                },
+                {
+                    "institution_price": 91.78,
+                    "institution_price_as_of": "2023-02-01",
+                    "cost_basis": 91.78,
+                    "quantity": 17,
+                    "currency": "USD",
+                    "security": {
+                        "ticker_symbol": "CHD",
+                        "currency": "USD"
+                    }
+                },
+                {
+                    "institution_price": 108.6,
+                    "institution_price_as_of": "2023-03-24",
+                    "cost_basis": 108.6,
+                    "quantity": 100,
+                    "currency": "USD",
+                    "security": {
+                        "ticker_symbol": "AMZN",
+                        "currency": "USD"
+                    }
+                },
+                {
+                    "institution_price": 369.82,
+                    "institution_price_as_of": "2023-04-20",
+                    "cost_basis": 29.36,
+                    "quantity": 5,
+                    "currency": "USD",
+                    "security": {
+                        "ticker_symbol": "TDY",
+                        "currency": "USD"
+                    }
+                },
+                {
+                    "institution_price": 19999.54,
+                    "institution_price_as_of": "2023-05-03",
+                    "cost_basis": 120.03,
+                    "quantity": 0.00293644,
+                    "currency": "USD",
+                    "security": {
+                        "ticker_symbol": "CUR:BTC",
+                        "currency": "USD"
+                    }
+                },
+                {
+                    "institution_price": 13.35,
+                    "institution_price_as_of": "2023-12-01",
+                    "cost_basis": 13.35,
+                    "quantity": 20,
+                    "currency": "USD",
+                    "security": {
+                        "ticker_symbol": "AMC",
+                        "currency": "USD"
+                    }
+                },
+                {
+                    "institution_price": 495.72,
+                    "institution_price_as_of": "2023-05-13",
+                    "cost_basis": 495.72,
+                    "quantity": 12,
+                    "currency": "USD",
+                    "security": {
+                        "ticker_symbol": "BIO",
+                        "currency": "USD"
+                    }
+                },
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 }
\ No newline at end of file