Money Moves

Money Moves are weekly personalized financial tasks. They are the engine that turns a plan into real behavior. The POST /v1/money-moves/generate endpoint is stateless — you call it with context, it returns a set of tasks, and your application stores and tracks them.

The three task types

Every money move week contains a mix of three task types:

Type	Code	Purpose
Do	do	A concrete financial action with a dollar amount (e.g., transfer $375 to savings)
Learn	learn	An educational task tailored to the user's situation
Mind	mind	A mindset or reflection exercise

The do task amount is derived from the user's future envelope allocation divided by the move cadence.

How personality shapes moves

POST /v1/money-moves/generate accepts personality_type and plan_tier as inputs. Each personality type receives distinctly framed tasks:

Personality	Move framing style
HOTSHOT	Growth-oriented; frames savings as building future leverage
STOCKPILER	Security-first; emphasizes buffer milestones and fund progress
GIVER	People-aware; acknowledges generosity as part of the financial plan
INDEPENDENT	Non-prescriptive; frames moves as options the user chooses from

How moves are generated

Your app calls: POST /v1/money-moves/generate
  body: {
    user_id: "ozz_usr_...",
    personality_type: "STOCKPILER",
    plan_tier: "30/70",
    week_start: "2026-05-13"
  }
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ozzie-openapi returns a set of tasks for the current week
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Your app stores the move set and tracks completion status

Integration pattern

1. After plan generation, call POST /v1/money-moves/generate with the user's personality_type and plan_tier
2. Store the returned task set in your database
3. Display the current week's tasks in your UI
4. When the user completes a task, update its status in your database
5. Record goal contributions based on the do task amount_cents
6. At the start of each new week, call POST /v1/money-moves/generate again for a fresh set

→ See Money Moves API Reference