Banking

Update Transaction Category

Reassign a transaction's category and optionally create a merchant→category override so future transactions from the same merchant are auto-categorised.

The write itself goes through app.services.category_updates so the adviser recategorisation endpoint shares the exact same pathway.

patch/api/banking/transactions/{transaction_id}/category

Request

  • Base URL: https://api.earmarkiq.app (the document declares no server; this is the origin it was published from)
  • URL: https://api.earmarkiq.app/api/banking/transactions/{transaction_id}/category
  • Auth: HTTP bearer

Path parameters

transaction_idstring uuid required

Request body

categorystring required
scope'merchant' | 'merchant_all' | 'transaction'

Response

Successful Response

transaction_idstring required
old_categorystring nullable required
new_categorystring required
merchant_namestring nullable required
override_createdboolean required
retro_updatedinteger

Changes

No recorded changes to this operation across all 2 revisions of this API.