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Welcome

  • Start here
  • Get access to Bud API
  • Postman collection quick start
  • OpenAPI spec and libraries

Bud

  • Want a demo?
  • Intro to Bud

Fundamentals

  • Fair Use Implementation Guide
  • Best Practice Recommendations
  • Authentication
  • Setup your Customers
    • Migrate to the Hosted Customers Solution
  • Environments and limits
    • Sandbox environment
    • Sandbox call limits
    • Production environment
  • Webhook setup
  • API message formats
  • Custom headers
  • Success responses
  • Error responses
  • Versioning & deprecations

BUD OBJECTS

  • Transactions
  • Accounts
  • Authorised payments

Connect

  • Intro to Connect
  • Setting up Connect
    • Set up Connect under Bud's licence
    • Set up Connect with your own license
  • Consents
  • How to test Connect
    • Connect sandbox credential(s)
  • Configure the journey
  • Customise user interface (UI)
  • Get the most out of Connect
  • Connect coverage table
  • Transaction history
  • Revoking consent and deleting data
  • Connect API errors
    • Auth Denied
    • Auth Expired
    • Auth Used
    • Awaiting Authorisation
    • Connection Expired
    • Connection Not Found
    • Connection Permission
    • Connection Reauthenticate
    • Connection Revoked
    • Connection Status
    • Consent Not Found
    • Extension Not Permitted
    • Internal Auth Error
    • Provider Endpoint Deprecated
    • Provider Endpoint Unimplemented
    • Provider Endpoint Unsupported
    • Provider Failure
    • Provider Limit
    • Provider Maintenance
    • Provider Marked Account Invalid
    • Provider Not Found
    • Provider Unauthorised
    • Provider Unavailable
    • Provider Timeout
    • Request Decoding
    • Request Validation
    • Resource Not Found
    • Task Not Found
  • Consent Revoke Reasons
  • Bud Hosted Refreshes
  • Refreshing customer accounts
  • Working with existing aggregators
  • Set up First Party Ingestion
  • Synchronous Transaction Enrichment End-to-End Walkthrough
  • Keep Your Data in Sync with Bud
  • Webhooks
    • Open Banking Connect Completed
    • Open Banking Refresh Completed
    • Open Banking Refresh V2 Completed
    • Open Banking Refresh V2 Provider Completed
    • Open Banking Consent Reconfirmed
    • Open Banking Consent Revoked
    • First Party Data Ingestion Events

Engage

  • Introduction to Engage
  • Displaying Category and Merchant Totals
  • Regular Payments Finder
  • Income Finder
  • Benefits Finder
  • Loan & Debt Finders
  • Product Finder
  • Subscription Finder
  • Savings Goals
  • Spending Budgets
  • Actionable Insights
  • Custom Insights
  • Customer Characteristics
  • Intelligent Search
  • Locations
  • Correcting transactions categories
  • Correcting transactions merchants
  • How Engage can help with 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
    • Accounts Widget
    • Intelligent Search Widget
    • Weekly Summary Widget
    • Financial Calendar Widget
    • Balances Over Time Widget
    • Recurring and Forecasted Transactions Widget
    • Spending Analysis Widget
    • Spending Budgets Widget
  • Engage Webhooks
    • Insight Summary Completed
    • Insights Balances Triggered
    • Insights Spending Triggered
    • Insights Income Triggered

Assess

  • Intro to Assess
  • Assess dashboard
    • Creating applications
    • Managing applications
    • Reviewing applications
    • Exporting application data
    • Affordability Risk Insights
  • Assess API
    • Creating Customer Applications
    • Assess API to Assess Dashboard Create Customer Application Journey
    • Common aggregations
    • Affordability report
    • Financial health indicators
    • Custom aggregations
    • Affordability risk insights (beta)
  • Categorisation and aggregation
  • Create your own dashboard

Check

  • Intro to Check
  • How to perform account verification with Check
  • Check coverage table

Payments

  • Setup payments
    • Setup Payments with your own license
  • Payments coverage table
  • Payments sandbox credential(s)
  • Webhooks
    • Payment Status Updated
    • Standing Order Status Updated
    • Scheduled Payment Status Updated

AI SOLUTIONS

  • Model Context Protocol

Bud Console

  • Console sign up

Support and Ops

  • Contact support
  • FAQs
  • Submit support request

Connection Status

Updated 5 months ago


Connection Revoked
Consent Not Found

Bud® is the trading name of Bud Financial Limited, a company registered in England and Wales (No. 9651629). Terms & Conditions.

Bud® is authorised and regulated by the Financial Conduct Authority under registration number 765768 + 793327.

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