PUT
/
v1
/
businesses
/
{business_id}
/
bank-transactions
/
{bank_transaction_id}
/
categorize
curl -X POST https://sandbox.layerfi.com/v1/businesses/863ed926-e30d-40f4-8e7e-b0d5387ce4fb/bank-transactions/67cee0d8-3b8e-4b4b-a857-78ce3bb1d895/categorize \
  -H "Authorization: Bearer <access_token>" \
  -H "Content-Type: application/json" \
  -d '{
        "type": "Category",
        "category": {
          "type": "StableName",
          "stable_name": "MEALS"
        }
      }'

{
  "data":{
    "id":"c63a7a21-d6d7-4d3a-b8f3-e419161a9516",
    "type":"Bank_Transaction",
    "transaction_type":"Book",
    "business_id":"cfee5365-dcc3-425e-b403-cc9568f7121e",
    "source":"API",
    "source_transaction_id":"11111114",
    "source_account_id":"111113",
    "imported_at":"2023-06-07T00:48:25.784724Z",
    "date":"2023-05-10T14:13:07Z",
    "direction":"DEBIT",
    "amount":5670,
    "counterparty_name":"Home Depot",
    "description":"HOMEDEPOT MI59",
    "categorization_status":"CATEGORIZED",
    "category":{
      "category":"SUPPLIES",
      "display_name":"Supplies"
    },
    "categorization_method":"LAYER_AUTO",
    "categorization_flow":{
      "type":"ASK_FROM_SUGGESTIONS",
      "categories":[
        {
          "category":"SUPPLIES",
          "display_name":"Supplies"
        },
        {
          "category":"EQUIPMENT",
          "display_name":"Business equipment"
        },
        {
          "category":"MARKETING",
          "display_name":"Marketing expenses"
        }
      ]
    }
  },
  "meta":{

  }
}

​
Path Parameters

​
business_id
string
ID of the Business the bank transaction is associated with.
​
bank_transaction_id
string
ID of the Bank Transaction to categorize.

​
Body

Either a Category or a Split may be provided. Splits are used when the transaction’s value should be allocated across multiple categories. This is most commonly the case when multiple items are purchased and those items should be categorized separately.

​
Category

Category payloads should have a type field and a category field. This category field can be any Account Identifier. The available categories can be fetched using the Fetch transaction categories endpoint. Category payload using a StableName
​
type
enum
required
Set to Category when categorizing the transaction as a single (non-split) category.
​
category
enum
required
Category payload using an AccountId
​
type
enum
required
Set to Category when categorizing the transaction as a single (non-split) category.
​
category
enum
required

​
Split Categorizations

Splits are specified with an array of categorizations, as above, with an amount tied to each category. The total amount must exactly equal the amount of the transaction. Amounts are always specified in positive cents.
​
type
enum
required
Set to Split when categorizing the transaction as a single (non-split) category.
​
entries
array
required
Array of entries consisting of a category and an amount.

​
Response

Returns the categorized Bank Transaction Object 
curl -X POST https://sandbox.layerfi.com/v1/businesses/863ed926-e30d-40f4-8e7e-b0d5387ce4fb/bank-transactions/67cee0d8-3b8e-4b4b-a857-78ce3bb1d895/categorize \
  -H "Authorization: Bearer <access_token>" \
  -H "Content-Type: application/json" \
  -d '{
        "type": "Category",
        "category": {
          "type": "StableName",
          "stable_name": "MEALS"
        }
      }'

{
  "data":{
    "id":"c63a7a21-d6d7-4d3a-b8f3-e419161a9516",
    "type":"Bank_Transaction",
    "transaction_type":"Book",
    "business_id":"cfee5365-dcc3-425e-b403-cc9568f7121e",
    "source":"API",
    "source_transaction_id":"11111114",
    "source_account_id":"111113",
    "imported_at":"2023-06-07T00:48:25.784724Z",
    "date":"2023-05-10T14:13:07Z",
    "direction":"DEBIT",
    "amount":5670,
    "counterparty_name":"Home Depot",
    "description":"HOMEDEPOT MI59",
    "categorization_status":"CATEGORIZED",
    "category":{
      "category":"SUPPLIES",
      "display_name":"Supplies"
    },
    "categorization_method":"LAYER_AUTO",
    "categorization_flow":{
      "type":"ASK_FROM_SUGGESTIONS",
      "categories":[
        {
          "category":"SUPPLIES",
          "display_name":"Supplies"
        },
        {
          "category":"EQUIPMENT",
          "display_name":"Business equipment"
        },
        {
          "category":"MARKETING",
          "display_name":"Marketing expenses"
        }
      ]
    }
  },
  "meta":{

  }
}