Update Transactions Category

POST

/public/v3/customers/{customer_id}/transaction_categorisation/{account_type}

Update transactions with new category id. Use this endpoint to change default transaction category classification.

Please obtain the right category_id from Categories endpoint

Parameters

ParameterData typeRequired?Description
customer_idstringyesCustomer ID
account_typestringyesAccount type: Personal or Business

Query parameters

none

Request Body Parameters

ParameterData typeRequired?Description
category_changesArrayyesAn array of transaction lists for different categories
category_idstringyesCategory ID that you want to change transactions for
transaction_idsArrayyesArray of transaction ids to change

Response Body Parameters

ParameterData typeRequired?Description
successstringyesAdditional information about save status

Request example

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 curl --location --request PATCH 'https://api.friendlyscore.com/public/v3/customers/{customer_id}/transaction_categorisation/{account_type}' \ --header 'Content-Type: application/json' \ --header 'Authorization: Bearer {access_token}' \ --data-raw '{ "category_changes": [ { "category_id": "Cash Withdrawal", "transaction_ids": [ "1367274", "1367275" "1367276" ] } ] }'

Response example:

1 2 3 { "success": "Saved" }

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