Jump to Content

Home Documentation "How To" guides API Reference Changelog Enrichment Engine - Docs

Documentation

Home Documentation "How To" guides API Reference Changelog Enrichment Engine - Docs

These docs are for v2.5. Click to read the latest docs for v3.0.

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
Generating an mTLS Certificate
- Generating mTLS Certificates
API Clients
Illustrative Guides
Test our API
Troubleshooting
Available Bank Connections
Useful Links
Sample Code
Versioning

Deep Dive

Creating an Authorisation URL
Scopes
Claims
Authentication
- Code examples
Completing a Connection
Client Credentials
API Businesses, Software & Certificates
IP Addresses of Moneyhub Services
Rate Limit
API Users
Auth Requests
POST /request (Request Object Endpoint)
Pushed Authorisation Requests (PAR)
Native and Mobile apps

Connections

Bank Connections
Accounts
- Accounts - Examples
- Manual Accounts - Account Details
Transactions
Bank Chooser
Connection lifecycle
Connections Management
90 Day Reconsent
Connection Status
Zoopla
Autotrader
PayPal

Payments

Single Immediate Payments
Recurring Payments (VRP)
Standing Orders
- Standing Order Retrieve
- Standing Order Requests
Beneficiaries
Payments Widgets

Data Categorisation & Enrichment

Categories and Category Groups
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

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
Sync Complete
Post Connection Enrichment Complete

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
- General Widget Configuration
- Widget Security
Single Payment Widget
- Adding Payees
Affordability Widget
Connections Widget

Powered by

General Widget Configuration

Guidance and advice that applies to all Moneyhub widgets

Updated 8 months ago

Widgets Overview

Widget Security