Emergency fund

Emergency fund

Use case - encouraging savings

As costs increase, it can seem an impossible task to build up savings. Popular thinking is to aim to have 3 months of living costs saved in an easy access account.

Account balance data combined with filtered spending transaction data can show customers how close they are to achieving this target and highlight where they could potentially cut back on spending and direct this to savings.

Emergency fund examples

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APIs used

List accounts:
GET financial/v3/accounts (List accounts V3 endpoint)

Retrieve category totals:
GET aggregations/v2/totals/categories (Category totals V2 endpoint)

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