NestEgg

A chart to help you assess changes to income, expenditure and disposable income

Open Banking: Disposable income over time

A chart to help you understand how income is made up

Open Banking: Income breakdown over time

A chart to help you assess changes to expenditure over time

Open Banking: Spend over time

A chart to help you assess the impact of spend items on the running balance

Open Banking: Running balances

There are two sets of data: how to make them work together

Combining open banking and credit data

How Open Banking integrates with the decision engine

How Open Banking works

Interpreting the open banking transaction data shown in the dashboard

Open Banking in the dashboard

Help us decrease the number of uncategorised transactions in the spending data tab

Uncategorised Transactions

The Alerts tab combines open banking and credit data to give clear signals for affordability risk.

Affordability Alerts

Adrian Davies

Greg Boynton

All about using Open Banking with Workflow and the Decision Engine

Open Banking

NestEgg.ai

Find answers and get help from Intercom Support and Community Experts

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