Categories Overview

A transaction can have its category set to one of MX’s default categories or a custom category for a specific user.

See Default Categories and Subcategories for a complete list.

Use these endpoints to:

• 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

Default Categories

Auto & Transport

Bill & Utilities

Business Services

Education

Entertainment

Fees & Charges

Financial

Food & Dining

Gifts & Donations

Health & Fitness

Home

Income

Investments

Kids

Personal Care

Pets

Shopping

Taxes

Transfer

Travel

Uncategorized

Category Fields

Field Name	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.