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API Reference - Moneyhub
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API Reference - Moneyhub
Documentation
HomeDocumentationRecipesAPI ReferenceChangelogDiscussions

Moneyhub Open Finance API

  • Moneyhub Open Finance API - Introduction

getting started

  • Getting Started
  • Admin Portal Sign Up
  • Create a Client
  • Ongoing Access
    • User Management
    • Authorisation
  • One Time Use
    • Authorisation
  • Payments
    • Authorisation
    • Completing The Payment
  • Connect An Account
  • Querying Data

Overview

  • Admin Portal
    • Admin Portal Access
    • Admin Portal Users
  • 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

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
  • POST /request (Request Object Endpoint)
  • Native and Mobile apps
  • Timeouts/Retries

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

Payments

  • Account Verification
  • Single Immediate Payments
    • Payee Management
    • Payments Claim
    • Payments Authorization
    • Payments Bank Chooser
    • SIP Status
    • Provider SIP Limits
    • Payments Bank Chooser
    • Payment Refunds
    • Payments Consents Flow
  • Recurring Payments (VRP)
  • Standing Orders
  • Payments Widgets

Data Categorisation & Enrichment

  • Categories and Category Groups
  • Categorising Transactions
  • Spending and Income Analysis
  • Spending and Income Goals
  • Counterparties (Merchants)
  • Tax Return
  • ISIN Code Matching
  • Transaction Splits via API
  • Historical balances
  • Regular Transaction Series
  • Rental Recognition
  • Financial Relationship Verification

PFM Widgets

  • PFM Widgets Overview
    • PFM Widgets Architecture
  • Getting started with PFM Widgets
    • Authorisation and User Authentication
      • API Client Tenant Onboarding
      • Creating users and token generation
    • Instantiate a PFM Widget
    • Events
      • Event handling
      • Types of events
      • External Web Links
  • Our Widgets
    • Accounts
    • Connections

Webhooks

  • Webhooks Overview
    • Webhook Format
  • New Transaction
  • Updated Transactions
  • Restored Transactions
  • Deleted Transactions
  • Deleted Account
  • Balance Threshold
  • Payment Pending
  • Payment Completed
  • Payment Error
  • Reauth Reminder
  • Refresh Reminder
  • Regular Transaction webhooks
  • Sync Complete
  • Post Connection Enrichment Complete
  • Affordability Report Success
  • Affordability Report Failure

Coverage by Bank

  • Which banks return overdraft information?
  • Which banks and PSPs can I retrieve account holder name from?
  • Which banks support re-consent?

Widgets

  • Widgets Overview
    • Creating and Managing Widgets
    • Hosting and Implementing Widgets
    • Surfacing widgets to end users
      • Implementing self-hosted single journey widgets
    • 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
    • Confidence connect
    • Affordability Widget
      • Creating affordability widgets
      • Moneyhub-hosted affordability widget
      • Self-hosting Affordability Widget
    • Standard Financial Statement Widget
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