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A transaction rule allows partners to specify a match_description and a category; all transactions matching the specified description will be placed in the chosen category. Transaction rules override the default category MX gives to a transaction. Once a rule is created or updated, all past transactions with a matching cleansed description are placed in the partner-chosen category, and any future transactions will be placed in the chosen category as well. For example, creating a rule with the match_description “Wal-mart” and the category_guid for “Groceries” will automatically apply that category_guid to any transaction with a matching description, including both existing and future transactions. Partners must also provide a description when creating a transaction_rule. This string will replace all matched transactions’ description value.

Transaction Rule Fields