NestEgg

This article explains how to update bank transaction categories. Accurate categorisation improves affordability assessment.

Understanding Open Baking: Self Categorisation

The 50/30/20 Rule

Request and track Open Banking connections from the NestEgg dashboard. Send requests to applicants, monitor connection progress, and receive instant notifications.

Open Banking requests and tracking

Open Banking: An overview

Where to find the Affordability rules aka Open Banking rules

Affordability Rules in the Dashboard

Affordability Rules

How to evidence your compliance with CONC 5.2 if challenges by a Claims Management Company

Complying with affordability regulations

Understanding income analysis and verification through Open Banking data

Affordability & Income

Understanding spending patterns and behaviour through Open Banking data

Affordability & Spend

Which banks are available for open banking transactional data?

Open Banking: supported banks and providers

Greg Boynton

Adrian Davies

Credit Worthiness: Affordability

Find answers and get help from Intercom Support and Community Experts

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