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Welcome
Start here
Get access to Bud API
Postman collection quick start
Bud
Want a demo?
Intro to Bud
Fundamentals
Fair Use Implementation Guide
Best Practice Recommendations
Authentication
Setup your Customers
Environments
Sandbox environment
Production environment
Webhook setup
API message formats
Custom headers
Success responses
Error responses
Versioning and deprecations
Bud Objects
Transactions
Accounts
Connect
Intro to Connect
Setup First Party Ingestion
First Party Ingestion Webhooks
Synchronous Transaction Enrichment End-to-End Walkthrough
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
Auth Denied
Auth Expired
Connection Expired
Connection Not Found
Connection Revoked
Provider Failed
Provider Limit
Provider Maintenance
Provider Not Found
Provider Timeout
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
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
Weekly Summary
Financial Calendar
Balances Over Time
Recurring and Forecasted Transactions
Engage Webhooks
Insight Summary Completed
Insights Balances Triggered
Insights Spending Triggered
Insights Income Triggered
ASSESS
Intro to Assess
Getting started
Initiating and managing applications
Common aggregations
Affordability report
Financial health indicators
Custom aggregations
Categorization and aggregation
Create your own dashboard
Bud Console
Console sign up
Support and Ops
Contact support
FAQs
Submit support request
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