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Transaction Categorization
Transaction Categorization

How to get the category type for each transaction.

Ogenna Ogbogu avatar
Written by Ogenna Ogbogu
Updated over 4 months ago

What is Transaction Categorization?

The transaction categorisation API simplifies and organizes user transactions into predefined categories, thereby improving the ability to analyze and understand spending habits. This document explains the different transaction category types that can be returned per transaction.
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How does this work?

As a business, there are two ways you can use this service:

  1. For already connected accounts: once an account is linked, you can pass the account ID in your request as seen in our API documentation to call the transaction categorization endpoint. A new field 'category' is returned for each transaction.

  2. You can manually upload your customer's transactions as a CSV file by following the steps in this guide and then receive categorized transaction data for the uploaded transactions. To better understand the transaction upload format, please refer to this article.

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