Transactions

A transaction represents any instance in which money moves into or out of an account. This could be a purchase at a business, a payroll deposit, a transfer from one account to another, an ATM withdrawal, etc. Each transaction belongs to only one account.

Transaction Fields

Field Name	Data Type	Description
account_guid	String	A unique identifier for the account to which the transaction belongs. Defined by MX.
amount	Decimal	The monetary amount of the transaction. Max length is 10,2.
category	String	The category of the transaction.
check_number	Integer	DEPRECATED. Use check_number_string instead.
check_number_string	String	The check number for the transaction.
created_at	String	The date and time the transaction was stored in the MX system.
currency_code	String	The three-character ISO 4217 currency code, e.g. USD.
date	String	The date on which the transaction took place. This is the field used when searching for transactions by date. This field is generally the same as transacted_at, but uses posted_at as a fallback.
description	String	A human-readable version of the original_description field. This is provided by the MX Platform.
guid	String	A unique identifier for the transaction. Defined by MX.
is_bill_pay	Boolean	If the transaction is a bill pay, this field will be true. Otherwise, this field will be false.
is_direct_deposit	Boolean	If the transaction is a direct deposit, this field will be true. Otherwise, this field will be false.
is_expense	Boolean	If the transaction is an expense, this field will be true. Otherwise, this field will be false.
is_fee	Boolean	If the transaction is a fee, this field will be true. Otherwise, this field will be false.
is_income	Boolean	If the transaction is income, this field will be true. Otherwise, this field will be false.
is_international	Boolean	If the transaction is international as defined by the data provider, this field will be true. If the data provider determines it is not international then it will be false. It will be null if the data provider does not have this information.
is_overdraft_fee	Boolean	If the transaction is an overdraft fee, this field will be true. Otherwise, this field will be false.
is_payroll_advance	Boolean	If the transaction is a payroll advance fee, this field will be true. Otherwise, this field will be false.
is_subscription	Boolean	If the transaction represents a payment for a subscription service.
latitude	Decimal	The latitude of the location where the transaction occurred. The number is a signed decimal (e.g. Rio de Janeiro's latitude is -22.9027800 and Tokyo's latitude is 35.689488).
longitude	Decimal	The longitude of the location where the transaction occurred. The number is a signed decimal (e.g. Rio de Janeiro's longitude is -43.2075000 and Tokyo's longitude is 139.691706).
member_guid	String	A unique identifier for the member to which the transaction belongs. Defined by MX.
memo	string	This field contains additional descriptive information about the transaction.
merchant_category_code	Integer	The ISO 18245 category code for the transaction.
merchant_guid	String	The unique identifier for the merchant associated with this transaction. Defined by MX.
merchant_location_guid	String	The unique identifier for the merchant_location associated with this transaction. Defined by MX.
original_description	String	The original description of the transaction as provided by our data feed. See description for more information.
posted_at	String	The date and time the transaction was posted to the account.
status	String	The status of the transaction, i.e., POSTED or PENDING.
top_level_category	String	The parent category that this transaction's category is assigned to.
transacted_at	String	The date and time the transaction took place.
type	String	The type of transaction, i.e., CREDIT or DEBIT.
updated_at	String	The date and time the transaction was updated.
user_guid	String	A unique identifier for the user to which this transaction belongs. Defined by MX.

Transaction Categories

• Auto & Transport
  • Auto Insurance
  • Auto Payment
  • Gas
  • Parking
  • Public Transportation
  • Service & Parts
• Bills & Utilities
  • Domain Names
  • Fraud Protection
  • Home Phone
  • Hosting
  • Internet
  • Mobile Phone
  • Television
  • Utilities
• Business Services
  • Advertising
  • Legal
  • Office Supplies
  • Printing
  • Shipping
• Education
  • Books & Supplies
  • Student Loan
  • Tuition
• Entertainment
  • Amusement
  • Arts
  • Movies & DVDs
  • Music
  • Newspapers & Magazines
• Fees & Charges
  • ATM Fee
  • Banking Fee
  • Finance Charge
  • Late Fee
  • Service Fee
  • Trade Commissions
• Financial
  • Financial Advisor
  • Life Insurance
• Food & Dining
  • Alcohol & Bars
  • Coffee Shops
  • Fast Food
  • Groceries
  • Restaurants
• Gifts & Donations
  • Charity
  • Gift
• Health & Fitness
  • Dentist
  • Doctor
  • Eyecare
  • Gym
  • Health Insurance
  • Pharmacy
  • Sports
• Home
  • Furnishings
  • Home Improvement
  • Home Insurance
  • Home Services
  • Home Supplies
  • Lawn & Garden
  • Mortgage & Rent
• Income
  • Bonus
  • Interest Income
  • Paycheck
  • Reimbursement
  • Rental Income
• Investments
  • Buy
  • Deposit
  • Dividend & Cap Gains
  • Sell
  • Withdrawal
• Kids
  • Allowance
  • Baby Supplies
  • Babysitter & Daycare
  • Child Support
  • Kids Activities
  • Toys
• Personal Care
  • Hair
  • Laundry
  • Spa & Massage
• Pets
  • Pet Food & Supplies
  • Pet Grooming
  • Veterinary
• Shopping
  • Books
  • Clothing
  • Electronics & Software
  • Hobbies
  • Sporting Goods
• Taxes
  • Federal Tax
  • Local Tax
  • Property Tax
  • Sales Tax
  • State Tax
• Transfer
  • Credit Card Payment
  • Transfer for Cash Spending
  • Mortgage Payment
• Travel
  • Air Travel
  • Hotel
  • Rental Car & Taxi
  • Vacation
• Uncategorized
  • Cash
  • Check

Merchant Category Codes

Merchant Category Code	MX Category	Merchant Category
742	Veterinary	Veterinary Services
763	Food & Dining	Agricultural Cooperative
780	Lawn & Garden	Landscaping Services
1520	Home Improvement	General Contractors
1711	Home Improvement	Heating, Plumbing, A/C
1731	Home Improvement	Electrical Contractors
1740	Home Improvement	Masonry, Stonework, and Plaster
1750	Home Improvement	Carpentry Contractors
1761	Home Improvement	Roofing/Siding, Sheet Metal
1771	Home Improvement	Concrete Work Contractors
1799	Home Improvement	Special Trade Contractors
2741	Printing	Miscellaneous Publishing and Printing
2791	Printing	Typesetting, Plate Making, and Related Services
2842	Home Services	Specialty Cleaning
3000	Air Travel	Default Category For 3000-3301
3351	Rental Car & Taxi	Default Category For 3351-3441
3501	Hotel	Default Category For 3501-3836
4011	Travel	Railroads
4111	Travel	Commuter Transport, Ferries
4112	Travel	Passenger Railways
4119	Doctor	Ambulance Services
4121	Rental Car & Taxi	Taxicabs/Limousines
4131	Travel	Bus Lines
4214	Shipping	Motor Freight Carriers and Trucking
4215	Shipping	Courier Services
4225	Shipping	Public Warehousing and Storage - Farm Products, Refrigerated Goods
4411	Travel	Cruise Lines
4457	Travel	Boat Rentals and Leases
4468	Travel	Marinas, Service and Supplies
4511	Air Travel	Airlines, Air Carriers
4582	Travel	Airports, Flying Fields
4722	Travel	Travel Agencies, Tour Operators
4723	Travel	TUI Travel - Germany
4784	Travel	Tolls/Bridge Fees
4789	Travel	Transportation Services (Not Elsewhere Classified)
4812	Home Phone	Telecommunication Equipment and Telephone Sales
4814	Home Phone	Telecommunication Services
4816	Internet	Computer Network Services
4821	Bills & Utilities	Telegraph Services
4829	Transfer	Wires, Money Orders
4899	Utilities	Cable, Satellite, and Other Pay Television and Radio
4900	Utilities	Utilities
5013	Service & Parts	Motor Vehicle Supplies and New Parts
5021	Furnishings	Office and Commercial Furniture
5039	Home Improvement	Construction Materials (Not Elsewhere Classified)
5044	Business Services	Photographic, Photocopy, Microfilm Equipment, and Supplies
5045	Electronics & Software	Computers, Peripherals, and Software
5046	Shopping	Commercial Equipment (Not Elsewhere Classified)
5047	Health & Fitness	Medical, Dental, Ophthalmic, and Hospital Equipment and Supplies
5051	Home	Metal Service Centers
5065	Home	Electrical Parts and Equipment
5072	Home	Hardware, Equipment, and Supplies
5074	Home	Plumbing, Heating Equipment, and Supplies
5085	Home	Industrial Supplies (Not Elsewhere Classified)
5094	Shopping	Precious Stones and Metals, Watches and Jewelry
5099	Shopping	Durable Goods (Not Elsewhere Classified)
5111	Office Supplies	Stationary, Office Supplies, Printing and Writing Paper
5122	Pharmacy	Drugs, Drug Proprietaries, and Druggist Sundries
5131	Clothing	Piece Goods, Notions, and Other Dry Goods
5137	Clothing	Uniforms, Commercial Clothing
5139	Clothing	Commercial Footwear
5169	Home	Chemicals and Allied Products (Not Elsewhere Classified)
5172	Gas	Petroleum and Petroleum Products
5192	Books	Books, Periodicals, and Newspapers
5193	Shopping	Florists Supplies, Nursery Stock, and Flowers
5198	Home Supplies	Paints, Varnishes, and Supplies
5199	Home	Nondurable Goods (Not Elsewhere Classified)
5200	Home	Home Supply Warehouse Stores
5211	Home	Lumber, Building Materials Stores
5231	Home	Glass, Paint, and Wallpaper Stores
5251	Home	Hardware Stores
5261	Lawn & Garden	Nurseries, Lawn and Garden Supply Stores
5271	Shopping	Mobile Home Dealers
5300	Shopping	Wholesale Clubs
5309	Shopping	Duty Free Stores
5310	Shopping	Discount Stores
5311	Shopping	Department Stores
5331	Shopping	Variety Stores
5399	Shopping	Miscellaneous General Merchandise
5411	Groceries	Grocery Stores, Supermarkets
5422	Groceries	Freezer and Locker Meat Provisioners
5441	Groceries	Candy, Nut, and Confectionery Stores
5451	Groceries	Dairy Products Stores
5462	Groceries	Bakeries
5499	Groceries	Miscellaneous Food Stores - Convenience Stores and Specialty Markets
5511	Auto & Transport	Car and Truck Dealers (New & Used) Sales, Service, Repairs Parts and Leasing
5521	Auto & Transport	Car and Truck Dealers (Used Only) Sales, Service, Repairs Parts and Leasing
5531	Auto & Transport	Auto and Home Supply Stores
5532	Auto & Transport	Automotive Tire Stores
5533	Auto & Transport	Automotive Parts and Accessories Stores
5541	Gas	Service Stations
5542	Gas	Automated Fuel Dispensers
5551	Auto & Transport	Boat Dealers
5561	Auto & Transport	Motorcycle Shops, Dealers
5571	Auto & Transport	Motorcycle Shops and Dealers
5592	Auto & Transport	Motor Homes Dealers
5598	Sporting Goods	Snowmobile Dealers
5599	Auto & Transport	Miscellaneous Auto Dealers
5611	Clothing	Men's and Boy's Clothing and Accessories Stores
5621	Clothing	Women's Ready-To-Wear Stores
5631	Clothing	Women's Accessory and Specialty Shops
5641	Clothing	Children's and Infant's Wear Stores
5651	Clothing	Family Clothing Stores
5655	Clothing	Sports and Riding Apparel Stores
5661	Clothing	Shoe Stores
5681	Clothing	Furriers and Fur Shops
5691	Clothing	Men's, Women's Clothing Stores
5697	Clothing	Tailors, Alterations
5698	Hair	Wig and Toupee Stores
5699	Clothing	Miscellaneous Apparel and Accessory Shops
5712	Furnishings	Furniture, Home Furnishings, and Equipment Stores, Except Appliances
5713	Furnishings	Floor Covering Stores
5714	Furnishings	Drapery, Window Covering, and Upholstery Stores
5718	Furnishings	Fireplace, Fireplace Screens, and Accessories Stores
5719	Furnishings	Miscellaneous Home Furnishing Specialty Stores
5722	Home	Household Appliance Stores
5732	Electronics & Software	Electronics Stores
5733	Music	Music Stores-Musical Instruments, Pianos, and Sheet Music
5734	Electronics & Software	Computer Software Stores
5735	Music	Record Stores
5811	Restaurants	Caterers
5812	Restaurants	Eating Places, Restaurants
5813	Alcohol & Bars	Drinking Places
5814	Fast Food	Fast Food Restaurants
5815	Entertainment	Digital Goods Media - Books, Movies, Music
5816	Entertainment	Digital Goods - Games
5817	Shopping	Digital Goods - Applications (Excludes Games)
5818	Shopping	Digital Goods - Large Digital Goods Merchant
5912	Pharmacy	Drug Stores and Pharmacies
5921	Alcohol & Bars	Package Stores-Beer, Wine, and Liquor
5931	Clothing	Used Merchandise and Secondhand Stores
5932	Shopping	Antique Shops
5933	Shopping	Pawn Shops
5935	Service & Parts	Wrecking and Salvage Yards
5937	Shopping	Antique Reproductions
5940	Sporting Goods	Bicycle Shops
5941	Sporting Goods	Sporting Goods Stores
5942	Books	Book Stores
5943	Office Supplies	Stationery Stores, Office, and School Supply Stores
5944	Shopping	Jewelry Stores, Watches, Clocks, and Silverware Stores
5945	Shopping	Hobby, Toy, and Game Shops
5946	Shopping	Camera and Photographic Supply Stores
5947	Shopping	Gift, Card, Novelty, and Souvenir Shops
5948	Shopping	Luggage and Leather Goods Stores
5949	Shopping	Sewing, Needlework, Fabric, and Piece Goods Stores
5950	Shopping	Glassware, Crystal Stores
5960	Financial	Direct Marketing - Insurance Services
5962	Travel	Direct Marketing - Travel
5963	Shopping	Door-To-Door Sales
5964	Shopping	Direct Marketing - Catalog Merchant
5965	Shopping	Direct Marketing - Combination Catalog and Retail Merchant
5966	Shopping	Direct Marketing - Outbound Tele
5967	Shopping	Direct Marketing - Inbound Tele
5968	Shopping	Direct Marketing - Subscription
5969	Shopping	Direct Marketing - Other
5970	Shopping	Artist's Supply and Craft Shops
5971	Arts	Art Dealers and Galleries
5972	Shopping	Stamp and Coin Stores
5973	Shopping	Religious Goods Stores
5975	Health & Fitness	Hearing Aids Sales and Supplies
5976	Health & Fitness	Orthopedic Goods - Prosthetic Devices
5977	Personal Care	Cosmetic Stores
5978	Office Supplies	Typewriter Stores
5983	Gas	Fuel Dealers (Non Automotive)
5992	Shopping	Florists
5993	Shopping	Cigar Stores and Stands
5994	Books	News Dealers and Newsstands
5995	Pet Food & Supplies	Pet Shops, Pet Food, and Supplies
5996	Home	Swimming Pools Sales
5997	Personal Care	Electric Razor Stores
5998	Shopping	Tent and Awning Shops
5999	Shopping	Miscellaneous Specialty Retail
6010	Cash	Manual Cash Disburse
6011	Cash	Automated Cash Disburse
6012	Financial	Financial Institutions
6050	Uncategorized	Quasi Cash - Member Financial Institution
6051	Transfer	Non-FI, Money Orders
6211	Investments	Security Brokers/Dealers
6300	Financial	Insurance Underwriting, Premiums
6399	Financial	Insurance - Default
6513	Mortgage & Rent	Real Estate Agents and Managers - Rentals
6536	Transfer	MoneySend Intracountry
6540	Uncategorized	Non-Financial Institutions - Stored Value Card Purchase/Load
7011	Hotel	Hotels, Motels, and Resorts
7012	Vacation	Timeshares
7032	Vacation	Sporting/Recreation Camps
7033	Vacation	Trailer Parks, Campgrounds
7210	Laundry	Laundry, Cleaning Services
7211	Laundry	Laundries
7216	Laundry	Dry Cleaners
7217	Home Services	Carpet/Upholstery Cleaning
7221	Shopping	Photographic Studios
7230	Hair	Barber and Beauty Shops
7251	Clothing	Shoe Repair/Hat Cleaning
7261	Uncategorized	Funeral Services, Crematories
7273	Entertainment	Dating/Escort Services
7276	Financial	Tax Preparation Services
7277	Doctor	Counseling Services
7278	Shopping	Buying/Shopping Services
7296	Clothing	Clothing Rental
7297	Spa & Massage	Massage Parlors
7298	Spa & Massage	Health and Beauty Spas
7299	Business Services	Miscellaneous General Services
7311	Advertising	Advertising Services
7321	Financial	Credit Reporting Agencies
7333	Business Services	Commercial Photography, Art and Graphics
7338	Printing	Quick Copy, Repro, and Blueprint
7339	Business Services	Secretarial Support Services
7342	Home	Exterminating Services
7349	Home	Cleaning and Maintenance
7361	Business Services	Employment/Temp Agencies
7372	Business Services	Computer Programming
7375	Business Services	Information Retrieval Services
7379	Electronics & Software	Computer Repair
7392	Business Services	Consulting, Public Relations
7393	Business Services	Detective Agencies
7394	Business Services	Equipment Rental
7395	Business Services	Photo Developing
7399	Business Services	Miscellaneous Business Services
7511	Gas	Truck Stop
7512	Rental Car & Taxi	Car Rental Agencies
7513	Rental Car & Taxi	Truck/Utility Trailer Rentals
7519	Rental Car & Taxi	Recreational Vehicle Rentals
7523	Parking	Parking Lots, Garages
7531	Service & Parts	Auto Body Repair Shops
7534	Service & Parts	Tire Retreading and Repair
7535	Service & Parts	Auto Paint Shops
7538	Service & Parts	Auto Service Shops
7542	Service & Parts	Car Washes
7549	Service & Parts	Towing Services
7622	Electronics & Software	Electronics Repair Shops
7623	Home	A/C, Refrigeration Repair
7629	Home	Small Appliance Repair
7631	Shopping	Watch/Jewelry Repair
7641	Furnishings	Furniture Repair, Refinishing
7692	Service & Parts	Welding Repair
7699	Service & Parts	Miscellaneous Repair Shops
7829	Movies & DVDs	Picture/Video Production
7800	Entertainment	Government-Owned Lotteries
7801	Entertainment	Government Licensed On-Line Casinos (On-Line Gambling)
7802	Entertainment	Government-Licensed Horse/Dog Racing
7832	Movies & DVDs	Motion Picture Theaters
7841	Movies & DVDs	Video Tape Rental Stores
7911	Entertainment	Dance Hall, Studios, Schools
7922	Entertainment	Theatrical Ticket Agencies
7929	Entertainment	Bands, Orchestras
7932	Entertainment	Billiard/Pool Establishments
7933	Entertainment	Bowling Alleys
7941	Entertainment	Sports Clubs/Fields
7991	Entertainment	Tourist Attractions and Exhibits
7992	Entertainment	Golf Courses - Public
7993	Entertainment	Video Amusement Game Supplies
7994	Entertainment	Video Game Arcades
7995	Entertainment	Betting/Casino Gambling
7996	Entertainment	Amusement Parks/Carnivals
7997	Entertainment	Country Clubs
7998	Entertainment	Aquariums
7999	Entertainment	Miscellaneous Recreation Services
8011	Doctor	Doctors
8021	Dentist	Dentists, Orthodontists
8031	Doctor	Osteopaths
8041	Doctor	Chiropractors
8042	Eyecare	Optometrists, Ophthalmologist
8043	Eyecare	Opticians, Eyeglasses
8044	Eyecare	Opticians, Eyeglasses
8049	Doctor	Chiropodists, Podiatrists
8050	Health & Fitness	Nursing/Personal Care
8062	Doctor	Hospitals
8071	Doctor	Medical and Dental Labs
8099	Doctor	Medical Services
8111	Legal	Legal Services, Attorneys
8211	Education	Elementary, Secondary Schools
8220	Education	Colleges, Universities
8241	Education	Correspondence Schools
8244	Education	Business/Secretarial Schools
8249	Education	Vocational/Trade Schools
8299	Education	Educational Services
8351	Babysitter & Daycare	Child Care Services
8398	Gifts & Donations	Charitable and Social Service Organizations - Fundraising
8641	Gifts & Donations	Civic, Social, Fraternal Associations
8651	Gifts & Donations	Political Organizations
8661	Gifts & Donations	Religious Organizations
8675	Gifts & Donations	Automobile Associations
8699	Gifts & Donations	Membership Organizations
8734	Health & Fitness	Testing Laboratories
8911	Business Services	Architectural/Surveying Services
8931	Business Services	Accounting/Bookkeeping Services
8999	Business Services	Professional Services
9211	Legal	Court Costs, Including Alimony and Child Support - Courts of Law
9222	Legal	Fines - Government Administrative Entities
9223	Legal	Bail and Bond Payments
9311	Taxes	Tax Payments - Government Agencies
9399	Uncategorized	Government Services (Not Elsewhere Classified)
9402	Shipping	Postal Services - Government Only
9405	Taxes	U.S. Federal Government Agencies or Departments
9950	Business Services	Intra-Company Purchases

Transaction Statuses

Transactions may have one of two statuses: PENDING or POSTED. How these statuses are reconciled depends on a number of factors.

• All transaction data on MX systems represent what we get through our data feed, i.e., what institutions make available for aggregation. Many institutions simply do not provide data for pending transactions; transactions from those accounts will always have a status of POSTED.
• For pending data we do get, it is sometimes possible for a single transaction to be updated from PENDING to POSTED and keep the same unique GUID. This is done through various matching methods performed automatically by MX.
• If a single transaction can't be updated, the PENDING transaction will often be deleted and replaced with a new POSTED transaction (with a new GUID) when it is sent to us; this is the most common scenario when pending data is available.
• In unusual circumstances, there may be separate PENDING and POSTED transactions on MX systems for up to 14 days. All PENDING transactions are deleted after 14 days as a failsafe.

Categorize Transactions

Categorize Transaction Fields

Field Name	Data Type	Definition
amount	Decimal	The monetary amount of the transaction.
categorized_by	Integer	The method used to determine the category assigned to the transaction.
category	String	The category of the transaction.
category_guid	String	The unique identifier for the category assigned to the transaction.
described_by	Integer	The method used to describe the transaction.
description	String	A human-readable version of the original_description field. This is provided by the MX Platform.
identifier	String	The unique partner-defined identifier for the transaction.
is_bill_pay	Boolean	This indicates whether the transaction represents a bill pay.
is_direct_deposit	Boolean	This indicates whether the transaction represents a direct deposit.
is_expense	Boolean	This indicates whether the transaction represents an expense.
is_fee	Boolean	This indicates whether the transaction represents a fee.
is_income	Boolean	This indicates whether the transaction represents income.
is_international	Boolean	If the transaction is international as defined by the data provider, this field will be true. If the data provider determines it is not international then it will be false. It will be null if the data provider does not have this information.
is_overdraft_fee	Boolean	This indicates whether the transaction represents an overdraft fee.
is_payroll_advance	Boolean	This indicates whether the transaction represents a payroll advance.
is_subscription	Boolean	This indicates whether the transaction represents a payment for a subscription service.
memo	String	This field contains additional descriptive information about the transaction.
merchant_category_code	Integer	The ISO 18245 category code for the transaction.
merchant_guid	String	The unique identifier for the merchant associated with this transaction. Defined by MX.
merchant_location_guid	String	The unique identifier for the merchant_location associated with this transaction. Defined by MX.
original_description	String	The original description of the transaction as provided by our data feed. See description for more information.
type	String	The type of transaction. This will be either CREDIT or DEBIT.

categorized_by Values

Integer	Enum	Definition
0	CATEGORIZATION_SOURCE_AUTOCAT	This is obsolete and will no longer assign categories.
1	CATEGORIZATION_SOURCE_USER	The end user assigned a category manually.
2	CATEGORIZATION_SOURCE_FEED	The data feed assigned a category.
3	CATEGORIZATION_SOURCE_LEVENSHTEIN	This is obsolete and will no longer assign categories.
4	CATEGORIZATION_SOURCE_PARSER	A parser created by MX assigned the category based on patterns in the available data.
5	CATEGORIZATION_SOURCE_TRAINER	This is obsolete and will no longer assign categories.
6	CATEGORIZATION_SOURCE_SPHINX	This is obsolete and will no longer assign categories.
7	CATEGORIZATION_SOURCE_NAIVE_BAYES	This is obsolete and will no longer assign categories.
8	CATEGORIZATION_SOURCE_TERMINATION	After other methods failed to assign a category, it was set to 'UNCATEGORIZED'.
9	CATEGORIZATION_SOURCE_KEYWORD_CATEGORIZER	The category was assigned based on keywords appearing in the original description (feed description).
10	CATEGORIZATION_SOURCE_CATCHER	The category was assigned by a catcher based on the available data.
11	CATEGORIZATION_SOURCE_HOPSCOTCH	This is obsolete and will no longer assign categories.
12	CATEGORIZATION_SOURCE_USER_RULE	A transaction rule created by the end user assigned the category.
13	CATEGORIZATION_SOURCE_SYSTEM_RULE	A transaction rule created by MX assigned the category.
14	CATEGORIZATION_SOURCE_CLIENT_RULE	A transaction rule created by the partner assigned the category.
15	CATEGORIZATION_SOURCE_MERCHANT_CATEGORY_CODE	The category was assigned based on the merchant category code.
16	CATEGORIZATION_SOURCE_FLOOR	The transaction was assigned UNCATEGORIZED because it was uncategorizable as such, rather than because other methods failed; for example, the description simply contained withdrawal with no other information.
17	CATEGORIZATION_SOURCE_QUICKVERSE	The category was assigned by a machine-learning model.
18	CATEGORIZATION_SOURCE_MAPPING	The category was assigned by mapping from our new extended category system to legacy categories. This new system has yet to be fully released to clients.
19	CATEGORIZATION_SOURCE_TRANSFER_CATEGORIZER	The category was assigned by a categorizer designed specifically to look for transfers.

described_by Values

Integer	Enum	Definition
0	DESCRIPTION_SOURCE_SCRUBBER	The description is the result of various pattern replacement and other cleansing mechanisms.
1	DESCRIPTION_SOURCE_USER	The end user provided the description.
2	DESCRIPTION_SOURCE_FEED	The data feed provided the description.
3	DESCRIPTION_SOURCE_LEVENSHTEIN	This is obsolete and will no longer provide descriptions.
4	DESCRIPTION_SOURCE_USER_RULE	A transaction rule created by the end user provided the description.
5	DESCRIPTION_SOURCE_TRAINER	This is obsolete and will no longer provide descriptions.
6	DESCRIPTION_SOURCE_SYSTEM_RULE	A transaction rule created by MX provided the description.
7	DESCRIPTION_SOURCE_CLIENT_RULE	A transaction rule created by the partner provided the description.
8	DESCRIPTION_SOURCE_FLOOR	No cleansed description could be provided as such, rather than because other methods failed.

Users

A user represents a person using Atrium via your application, be it a mobile app, web app, desktop app, etc.

info

The development environment limits you to 100 users.

Field Name	Data Type	Description
guid	String	A unique identifier, defined by MX.
identifier	String	A unique, enforced identifier for the user, defined by you.
is_disabled	Boolean	This indicates whether the user has been disabled.
metadata	String	Additional information you can store about this user. MX recommends using JSON-structured data.