moneyhub

Descriptor

Candidate descriptor · transport http

Tools

• list_accounts — Retrieve all accounts for a user
• create_accounts — Create a single account for a user
• list_accounts_list — Retrieve all accounts for a user without additional data
• get_accounts — Retrieve a single account
• update_accounts — Update a single account
• delete_accounts — Delete a single account
• list_accounts_balances — Retrieve the historical balances for an account
• create_accounts_balances — Add a new balance for an account
• list_accounts_holdings — Retrieve the holdings for an account
• get_accounts_holdings — Retrieves a single holding for an account with matched ISIN codes
• list_accounts_holdings_with_matches — Retrieve the holdings for an account with matched ISIN codes
• list_accounts_counterparties — Retrieve the counterparties for an account
• create_accounts_recurring_transactions — Create an estimate of the recurring transactions for an account
• list_accounts_notification_thresholds — Retrieve the notification thresholds for an account
• create_accounts_notification_thresholds — Add a notification threshold to an account
• update_accounts_notification_thresholds — Update a single notification threshold
• delete_accounts_notification_thresholds — Delete a single notification threshold
• list_accounts_statements — Retrieve the statements for an account
• list_accounts_standing_orders — Retrieve the standing orders for an account
• list_accounts_syncs — Retrieve sync information for all of a user's accounts
• list_affordability — List of metadata for all affordability calculations for a user
• create_affordability — Request affordability calculation for a user
• list_affordability_confidence — Get the affordability confidence calculation for a user, given the account and transaction data currently available
• get_affordability — Get an existing affordability calculation for a user
• list_affordability_income — List of metadata for all affordability income calculations for a user
• create_affordability_income — Request affordability income calculation for a user
• get_affordability_income — Get an existing affordability income calculation for a user
• list_beneficiaries — Retrieve all beneficiaries for a user
• get_beneficiaries — Retrieve a single beneficiary
• list_global_counterparties — Retrieve global counterparties
• list_transactions — Retrieve all transactions for a user that have been enriched with our categorisation engine
• create_transactions — Create a single transaction for a user
• list_transactions_unenriched — Retrieve all transactions for a user - does not include data-enriched transaction properties
• get_transactions — Retrieve a single transaction that has been enriched with our categorisation engine
• update_transactions — Update a single transaction
• delete_transactions — Delete a single transaction
• get_transactions_unenriched — Retrieve a single transaction - does not include data-enriched transaction properties
• create_transactions_collection — Create multiple transactions for a user
• list_transactions_files — Retrieve a transactions attachments
• create_transactions_files — Add an attachment to a transaction
• get_transactions_files — Retrieve a transactions attachment
• delete_transactions_files — Delete a single attachment on a transaction
• list_transactions_splits — Retrieve a transactions splits
• create_transactions_splits — Split a transaction
• delete_transactions_splits — Merge split transactions
• update_transactions_splits — Patch a transaction split
• list_categories — Retrieve all categories for a user
• create_categories — Add a new custom category for a user
• get_categories — Retrieve a single category
• list_category_groups — Retrieve all category groups for a user
• create_categorise_transactions — Categorises a given set of transactions
• list_regular_transactions — Retrieve regular transactions
• create_regular_transactions_detect — Detect regular transactions
• list_rental_records — Retrieve rental recognition record
• create_rental_records — Create a rental recognition record for user
• delete_rental_records — Delete a rental record
• create_spending_analysis — Retrieve spending analysis by categories, projects and accounts
• list_spending_goals — Retrieve all spending goals for a user
• create_spending_goals — Create a single spending goal for a user
• get_spending_goals — Retrieve a single spending goal
• update_spending_goals — Update a single spending goal
• delete_spending_goals — Delete a single spending goal
• list_savings_goals — Retrieve all saving goals for a user
• create_savings_goals — Create a single savings goal for a user
• get_savings_goals — Retrieve a single savings goal
• update_savings_goals — Update a single savings goal
• delete_savings_goals — Delete a single savings goal
• get_standard_financial_statements — Get an existing standard financial statement for a user
• list_standard_financial_statements — List of metadata for all standard financial statements for a user
• create_standard_financial_statements — Request standard financial statement for a user
• create_sync — Sync an existing connection
• list_projects — Retrieve all projects for a user
• create_projects — Create a single project for a user
• get_projects — Retrieve a single project
• update_projects — Update a single project
• delete_projects — Delete a single project
• list_tax — Retrieve transactions to help answer SA105 - the Self Assessment questions for properties for HMRC

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