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Postman collections ↗Bud Console ↗
GuidesAPI ReferenceChangelog

Welcome

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

Bud

  • Want a demo?
  • Intro to Bud

Fundamentals

  • Authentication
  • 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

  • Accounts
  • Authorised payments

Assess

  • Intro to Assess
  • Dashboard: Get started
    • Dashboard: Initiating applications
    • Dashboard: Managing applications
    • Dashboard: Reviewing applications
    • Dashboard: Export application data
  • Assess API: Get started
    • API: Initiating and managing applications
    • API: Common aggregations
    • API: Affordability report
    • API: Financial health indicators
    • API: Custom aggregations
  • Categorisation and aggregation
  • Create your own dashboard

Engage

  • Introduction to Engage
  • Regular Payments Finder
  • Income Finder
  • Benefits Finder
  • Loan & Debt Finders
  • Product Finder
  • Subscription Finder
  • Actionable Insights
  • 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
  • Savings Goals
    • Create Savings Goal
    • Retrieve Savings Goals
    • Update Savings Goal
    • Remove a Savings Goals
    • Create Savings Goal Action
    • Retrieve Savings Goal Actions
    • Update Savings Goal Action
    • Remove Savings Goal Action

Connect

  • Intro to Connect
  • Setting up Connect
    • Set up Connect under Bud's licence
    • Set up Connect with your own license
  • How to test Connect
    • Sandbox credentials
  • Configure the journey
  • Customise user interface (UI)
  • Refreshing customer accounts
  • Get the most out of Connect
  • Connect coverage table
  • Transaction history
  • Revoking consent and deleting data
  • Setup first party data enrichment
  • Connect API errors
    • Auth Denied
    • Auth Expired
    • Connection Expired
    • Connection Not Found
    • Connection Revoked
    • Provider Failed
    • Provider Limit
    • Provider Maintenance
    • Provider Marked Account Invalid
    • Provider Not Found
    • Provider Timeout
    • Reauthenticate
    • Request Decoding
    • Request Validation
    • Task Not Found

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)

Bud Console

  • Console sign up

Support and Ops

  • Contact support
  • FAQs
  • Submit support request

Savings Goals

Suggest Edits

What are savings goals?

Savings goals are a new way for customers to track and reach their savings goals within the Bud platform.

Updated over 1 year ago


  • Table of Contents
    • What are savings goals?

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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