Categorize Transactions

This endpoint takes an array of transactions and automatically categorizes them based on description, transaction_type, and amount. This endpoint can receive and categorize a maximum of 100 transactions per request.

POST

/categorize_and_describe

Parameters

Field	Required	Type

`amount`	Optional	Decimal

`description`	Required	String

`extended_transaction_type`	Optional	String

`id`	Optional	String

`memo`	Optional	String

`merchant_category_code`	Optional	String

`type`	Optional	String

Request sample


_29curl -i -X POST https://int-deduction.moneydesktop.com/:client_id/categorize_and_describe.json \
_29  -H "Content-Type: application/vnd.mx.deduction.v1+json" \
_29  -H "Accept: application/vnd.mx.deduction.v1+json" \
_29  -H "MD-API-KEY: :api_key" \
_29  -d '{
_29        "transactions": [
_29          {
_29            "description": "BEER BAR 65000000764SALT LAKE C",
_29            "memo": "Craft Beer",
_29            "merchant_category_code":5813,
_29            "id": "12",
_29            "amount": 11.22,
_29            "type": "DEBIT"
_29          },
_29          {
_29            "description": "IN-N-OUT BURGER #239AMERICAN FO",
_29            "memo": "#239AMERICAN FORK UT",
_29            "id": "13",
_29            "amount": 21.33,
_29            "type": "DEBIT"
_29          },
_29          {
_29            "description": "ONLINE PAYMENT - THANK YOU",
_29            "id": "14",
_29            "amount": 1595.33,
_29            "type": "CREDIT"
_29          }
_29        ]
_29      }'

Response sample


_76{
_76  "transactions": [
_76    {
_76      "amount": 11.22,
_76      "categorized_by": 9,
_76      "category": "ALCOHOL_BARS",
_76      "category_guid": "CAT-9d58b17b-0982-18b5-5a6e-8a76337c4f88",
_76      "described_by": 0,
_76      "description": "Beer Bar",
_76      "extended_transaction_type": null,
_76      "id": "12",
_76      "is_bill_pay": null,
_76      "is_direct_deposit": false,
_76      "is_expense": true,
_76      "is_fee": false,
_76      "is_income": false,
_76      "is_overdraft_fee": false,
_76      "is_payroll_advance": null,
_76      "is_subscription": null,
_76      "memo": "Craft Beer",
_76      "merchant_category_code": 5813,
_76      "merchant_guid": null,
_76      "merchant_location_guid": null,
_76      "original_description": "BEER BAR 65000000764SALT LAKE C",
_76      "type": "DEBIT"
_76    },
_76    {
_76      "amount": 21.33,
_76      "categorized_by": 13,
_76      "category": "FAST_FOOD",
_76      "category_guid": "CAT-88cbb033-0fc1-ff06-6532-0f357c0f5081",
_76      "described_by": 6,
_76      "description": "In-N-Out Burger",
_76      "extended_transaction_type": null,
_76      "id": "13",
_76      "is_bill_pay": null,
_76      "is_direct_deposit": null,
_76      "is_expense": true,
_76      "is_fee": false,
_76      "is_income": false,
_76      "is_overdraft_fee": null,
_76      "is_payroll_advance": null,
_76      "is_subscription": null,
_76      "memo": "#239AMERICAN FORK UT",
_76      "merchant_category_code": null,
_76      "merchant_guid": "MCH-4a889eb0-0459-f66f-a137-c5e06409d8e6",
_76      "merchant_location_guid": null,
_76      "original_description": "IN-N-OUT BURGER #239AMERICAN FO",
_76      "type": "DEBIT"
_76    },
_76    {
_76      "amount": 1595.33,
_76      "categorized_by": 13,
_76      "category": "CREDIT_CARD_PAYMENT",
_76      "category_guid": "CAT-2cc9b500-e09d-88be-e3e0-0a8a82a54586",
_76      "described_by": 6,
_76      "description": "Online Payment Thank You",
_76      "extended_transaction_type": null,
_76      "id": "14",
_76      "is_bill_pay": null,
_76      "is_direct_deposit": null,
_76      "is_expense": true,
_76      "is_fee": false,
_76      "is_income": false,
_76      "is_overdraft_fee": null,
_76      "is_payroll_advance": null,
_76      "is_subscription": null,
_76      "memo": null,
_76      "merchant_category_code": null,
_76      "merchant_guid": null,
_76      "merchant_location_guid": null,
_76      "original_description": "ONLINE PAYMENT - THANK YOU",
_76      "type": "CREDIT"
_76    }
_76  ]
_76}