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Build A Budget From Recurring Spend

A 4-step recipe with Tink. We can help you get access.

Recipe · 4 steps

Build A Budget From Recurring Spend

with Tink

Inspect recurring spend and categories, create a budget, then read its progress.

  1. List the user's confirmed recurring transactions to ground the budget in real recurring spend.
  2. List the Tink categorisation taxonomy for the supplied locale.
  3. Create a business budget for the requested category, amount, and period.
  4. Read the new budget back to surface its current progress and remaining amount.
What you'll need to have ready
  • accessToken: A user access token authorized for enrichment and money-manager reads/writes.
  • locale: Optional locale for the category taxonomy (e.g. en_US).
  • budgetName: A name for the budget.
  • amount: The budget limit amount as a decimal string (e.g. 500.00).
  • currencyCode: ISO 4217 currency code for the budget amount (e.g. EUR).
  • period: The budget period (ONE_OFF, WEEK, MONTH, QUARTER, or YEAR).
  • categoryId: The category id the budget filters spend by.
For your developer

Arazzo workflow tink-com:recurring-spend-budget, 4 operations: listRecurringTransactions → listCategories → createBusinessBudget → getBusinessBudget. Specs on APIs.io.

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