Forecasting Future Transactions

Forecasting future transactions

Use case - highlighting predicted cost increases

With the cost of living increases being applied to many categories of spending, it can be difficult to know what the next month will bring. Help your customers stay ahead by applying predicted increases to areas where they can make changes such as reducing spending on non-essential like eating out or coffees or shop around for better deals in insurance or home internet.

Forecasting future transactions examples

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APIs used

List transactions V2:
GET financial/v2/transactions (List transactions V2 endpoint)

Category totals:
GET aggregations/v2/totals/categories(Category totals V2 endpoint)

Retrieve upcoming transactions v2:
GET v2/future-transactions (Upcoming transactions V2 endpoint)

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