- Retrieve those categories and their attributes.
- Create and update custom categories for a specific
user. - Delete a custom category for a specific
user.
Default Categories and Subcategories
Auto & Transport
Auto & Transport
- Auto Insurance
- Auto Payment
- Gas & Fuel
- Parking
- Public Transportation
- Ride Sharing
- Service & Parts
Bills & Utilities
Bills & Utilities
- Gas & Electric
- Internet
- Mobile Phone
- Phone
- Television
- Trash
- Water
Business Services
Business Services
- Advertising
- Legal
- Office Supplies
- Printing
- Shipping
Education
Education
- Books & Supplies
- Student Loan
- Tuition
Entertainment
Entertainment
- Arts
- Movies & DVDs
- Music
- Newspapers & Magazines
- Sports
Fees & Charges
Fees & Charges
- ATM Fee
- Bank Fee
- Finance Charge
- Late Fee
- Overdraft
- Service Fee
- Trade Commissions
Financial
Financial
- Financial Advisor
- Life Insurance
- Investment
Food & Dining
Food & Dining
- Alcohol & Bars
- Coffee Shops
- Fast Food
- Groceries
- Restaurants
Gifts & Donations
Gifts & Donations
- Charity
- Gift
Health & Fitness
Health & Fitness
- Dentist
- Doctor
- Eye Care
- Gym
- Health Insurance
- Pharmacy
- Sports
Home
Home
- Furnishings
- Home Improvement
- Home Insurance
- Home Services
- Home Supplies
- Lawn & Garden
- Mortgage & Rent
Income
Income
- Bonus
- Interest Income
- Paycheck
- Reimbursement
- Rental Income
Investments
Investments
- Buy
- Deposit
- Dividend & Cap Gains
- Sell
- Withdrawal
Kids
Kids
- Baby Supplies
- Babysitter & Daycare
- Child Support
- Kids Activities
- Toys
Personal Care
Personal Care
- Hair
- Laundry
- Spa & Massage
Pets
Pets
- Pet Food & Supplies
- Pet Grooming
- Veterinary
Shopping
Shopping
- Books
- Clothing
- Electronics & Software
- Hobbies
- Sporting Goods
Taxes
Taxes
- Federal Tax
- Local Tax
- Property Tax
- Sales Tax
- State Tax
Transfer
Transfer
- Credit Card Payment
- Transfer
Travel
Travel
- Air Travel
- Hotel
- Rental Car & Taxi
- Vacation
Uncategorized
Uncategorized
Category Fields
| Field | Data Type | Description |
|---|---|---|
created_at | String | The date and time the category was created. This field will always be null when is_default is true. |
guid | String | The unique identifier for the category. Defined by MX. |
is_default | Boolean | This indicates whether the category is an MX-created default category. This will always be false for custom categories. |
is_income | Boolean | This indicates whether the category represents income. This will always be false for custom categories. |
metadata | String | This is additional information a partner can store on the custom category. |
name | String | The name of the custom category. |
parent_guid | String | The unique identifier for the parent category. Defined by MX. |
updated_at | String | The date and time the category was last updated. This field will always be null when is_default is true. |