Transactions - MX Documentation

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.

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.

​Transaction Fields

​Transaction Categories

​Merchant Category Codes

​Transaction Statuses

​Categorize Transactions

​Categorize Transaction Fields

​categorized_by Values

​described_by Values

​Users

Transaction Fields

Transaction Categories

Merchant Category Codes

Transaction Statuses

Categorize Transactions

Categorize Transaction Fields

`categorized_by` Values

`described_by` Values

Users