Expose Payments and Savers Information

[all64bits]

My wife and I have a fairly complex system of payment splits and a large number of saver accounts with auto transfers to manage how our pay is distributed and categorised. I maintain a budget for our pay and expenses etc using a CLI application, and I replicate this budget in our Up account. However the process of inputting all of this into Up is a manual one, and prone to error.

I'd love to have this information exposed in the API so that I can do some validation and error checking on how I've set things up. If I had this info I could also programmatically compare it with our budget to make sure it aligns.

[markbrown4]

Hi, there are other issues requesting various saver / payment information. Are there specific fields you'd like to see?

[all64bits]

Thanks for getting back to us! The set of info that would be ideal for my particular use case is:

Auto transfers (for all accounts)

• Account name
• Amount
• Transfer direction & transfer account name/reference
• Frequency
• Next transfer date
• Pause once goal reached (true|false)

Scheduled payments (to all payees)

• Payee
• From account
• Amount
• Description
• Scheduled (false|date)
• Repeating (false|frequency)
• End after (false|number of payments)