Budgets tutorial
Follow this step-by-step tutorial to try out the different budget-related features.
1
Set up webhooks
Receive a notification when there is a ledger movement.
2
List all budgets
Get a list of all budgets associated with your account.
3
Create a budget
Create a new shared or individual sub-budget on your account.
4
Find a budget
Get details about a specific budget, using its ID.
5
Make a budget transfer
Transfer funds from one budget to another within an account.
5
Exchange currencies
Convert funds from one currency to another within a single budget.
Checklist
Review the tests you need to complete before you're ready to go live.