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Guides
Postman collections ↗
Bud Console ↗
Guides
API Reference
Changelog
Customer Characteristics
Welcome
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Postman collection quick start
Bud
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Intro to Bud
Fundamentals
Fair Use Implementation Guide
Best Practice Recommendations
Authentication
Client Secret Rotation
Setup your Customers
Use your own User ID
Environments
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Sandbox call limits
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Webhook setup
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Success responses
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Versioning and deprecations
Bud Objects
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Connect
Intro to Connect
Setup First Party Ingestion
First Party Ingestion Webhooks
Synchronous Transaction Enrichment End-to-End Walkthrough
Keep Your Data in Sync with Bud
Alternative Data Sharing Methods
Testing Bud for Comparison and Benchmark
Setup Bud Connect
Configure the journey
Get the most out of Connect
Connect coverage table
Transaction history
Revoking consent and deleting data
Connect Webhooks
Open Banking Connect Completed
Open Banking Refresh Completed
Open Banking Consent Reconfirmed
Open Banking Consent Revoked
Connect API Errors
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Provider Limit
Provider Maintenance
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Reauthenticate
Request Decoding
Request Validation
Task Not Found
Bud Hosted Refreshes
Using Sandbox Banking Providers for Integration Testing
Engage
Introduction to Engage
Displaying enriched transactions
Regular Payment Finder
Income Finder
Benefits Finder
Loan & Debt Finders
Product Finder
Subscription Finder
Savings Goals
Spending Budgets
Actionable Insights
Custom Insights
Customer Characteristics
Intelligent Search
Locations
Correcting transaction categories
Correcting transaction merchants
How Engage can help with the cost of living
Subscriptions
Credit Cards
Loan Repayments
Total Debt
Spending compared to last month
Spending on non-essentials
Forecasting Future Transactions
Emergency Fund
Frontend Widgets
Accounts Widget
Balances Over Time Widget
Financial Calendar Widget
Intelligent Search Widget
Insight Summary Widget
Recurring and Forecasted Transactions Widget
Spending Analysis Widget
Spending Budgets Widget
Engage Webhooks
Insight Summary Completed
Insights Balances Triggered
Insights Spending Triggered
Insights Income Triggered
AI Solutions
Model Context Protocol
Bud Console
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Customer Characteristics
Updated 7 months ago
Custom Insights
Intelligent Search
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