For AI agents: visit https://docs.moneyhubenterprise.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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v3.0
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Historical balances
Moneyhub Open Finance API
Moneyhub Open Finance API - Introduction
getting started
Getting Started
1. Admin Portal Sign Up
2. Create a Client
3a. One Time Use
Authorisation
3b. Ongoing Access
User Management
Authorisation
4. Connect An Account
5. Querying Data
6. Payments
Authorisation
Completing The Payment
Overview
Admin Portal
Admin Portal Access
Admin Portal Users
Advanced Access Control
API Clients
Illustrative Guides
Creating an API Client
Use Cases
Single connection and one time access
Multiple connections and ongoing access
Test our API
Test Banks
Mock Bank Accounts
Test API Users
Adding a test user with sample data
Troubleshooting
Available Bank Connections
Useful Links
Sample Code
Versioning
System Availability and Performance Metrics
API Security
Deep Dive
How to Use Pushed Authorisation Request (PAR) Endpoint
Creating an Authorisation URL
Using Request Parameter
Scopes
Claims
Account Information Consent & Permissions
Asynchronous Connections
Reauth & Refresh Connection
Benefits & Counterparties Check
Transaction Categories Type
Authentication
Code examples
Mutual TLS Certificates
Completing a Connection
Client Credentials
API Businesses, Software & Certificates
IP Addresses of Moneyhub Services
Rate Limit
API Users
Auth Requests
Custom Consent Screens
Native and Mobile apps
Timeouts/Retries
Data Categorisation & Enrichment
Transaction Categorisation and Enrichment Options
Categorisation as a Service
Categorising Transactions for existing Users
Categories and Category Groups
Counterparties (Merchants)
Spending and Income Analysis
Spending and Income Goals
Tax Return
ISIN Code Matching
Transaction Splits via API
Historical balances
Regular Transaction Series
Rental Recognition
Lending and Collections Reports
Lending and Collections Overview
Viewing lending and collections reports
Payments
Payments Overview
Account Verification
Single Immediate Payments
Payee Management
Payments Claim
Payments Authorisation
Payments Bank Chooser
SIP Status
Provider SIP Limits
Payments Bank Chooser
Payment Refunds
Payments Consents Flow
Recurring Payments (VRP)
Standing Orders
Payments Widgets
Error Handling
Embedded Components
Embedded Components Overview
Embedded Components Architecture
Getting started with embedded components
Quickstart - embedded components
Authorisation and User Authentication
API Client Tenant Onboarding
Creating users and token generation
Instantiate an embedded component
Events
Adding event listeners
Key event handling
Event list
"Back" navigation action
Global parameters list
Our Components
Accounts
Connections
Widgets
Widgets Overview
Creating and Managing Widgets
Hosting and Implementing Widgets
Surfacing widgets to end users
Implementing self-hosted single journey widgets
Widget Security
Single Payment Widget
Create and Configure Single Payment Widget
Add Payees via Admin Portal
Initialisation and Logging
Pay Link Widget
Create and Configure Pay Link Widget
Create a Pay Link
Lending and Collections Widgets
Affordability Widget
Creating affordability widgets
Moneyhub-hosted affordability widget
Self-hosting Affordability Widget
Confidence connect
Connections
Bank Connections
Accounts
Accounts - Examples
Manual Accounts - Account Details
Balance Types
Transactions
Statements
Beneficiaries
Standing Orders
Bank Chooser
Connection lifecycle
Connections Management
90 Day Reconsent
Connection Status
Zoopla
Autotrader
PayPal
Sensitive information
Coverage by Bank
Which banks return overdraft information?
Which banks and PSPs can I retrieve account holder name from?
Which banks support re-consent?
Webhooks
Webhooks Overview
Webhook Format
Financial data Webhooks
Sync Complete
Post Connection Enrichment Complete
Regular Transaction webhooks
Deleted Account
New Transaction
Restored Transactions
Updated Transactions
Deleted Transactions
Payment Stages
Payment Completed
Payment Error
Payment Pending
Decisioning Webhooks
Affordability Report Success
Affordability Report Failure
Nudging Webhooks
Add first Connection
Balance Threshold
Reauth Reminder
Refresh Reminder
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Historical balances
Retrieving historical balance data.
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