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Budget Insight

Introduction

Being the partner of twenty major European banks and insurance companies, Budget Insight provides security and confidentiality as the top priorities of business.

Supported actions

For your Budget Insight account, YAP provides retrieving transactions, categories, and banks.

Setup requirements

Before setup, please check the next:
  • You have granted to YAP the permission to send notification to your Budget Insight account. For this, sign in to Budget Insight and authorize the permissions requested by YAP.
  • You have granted YAP the rights to read and list of transactions.

Connection

Please visit Budget Insight APIs page for details.
Questions? We're always happy to help with any issues you might have! Send us an email to [email protected] or request the demo with our sales team.