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all64bits avatar all64bits commented on August 24, 2024 1

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)

from api.

markbrown4 avatar markbrown4 commented on August 24, 2024

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

from api.

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