plaid

Create transaction category rule

Changed on

The /beta/transactions/rules/v1/create endpoint creates transaction categorization rules.

Rules will be applied on the Item's transactions returned in /transactions/get response.

The product is currently in beta. To request access, contact transactions-feedback@plaid.com.

post/beta/transactions/rules/v1/create

Request

  • Base URL
    https://production.plaid.com
  • URL
    https://production.plaid.com/beta/transactions/rules/v1/create
  • Auth
    API key in header PLAID-CLIENT-ID and API key in header PLAID-SECRET and API key in header Plaid-Version

Request body

client_idstring

Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

secretstring

Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

client_user_idstring required

A unique ID representing the end user. This ID is used to associate rules with a specific user.

pfc_primary_categorystring required

A personal finance primary category. See the taxonomy csv file for a full list of personal finance categories.

pfc_detailed_categorystring required

A personal finance detailed category. See the taxonomy csv file for a full list of personal finance categories.

Response

OK

request_idstring required

A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.

Changes

  • ea443cd78f6fRevision changes
    • warning

      added the new CRA_PARTNER_INSIGHTS_ERROR enum value to the response property for the response status

    • warning

      added the new CRA_REPORT_ERROR enum value to the response property for the response status

  • a1bbca018160Revision changes
    • warning

      added the new ASSETS_ERROR enum value to the response property for the response status

    • warning

      added the new CRA_MONITORING_ERROR enum value to the response property for the response status

    • warning

      added the new CREDIT_PROFILE_REPORT_ERROR enum value to the response property for the response status

    • warning

      added the new ENCOMPASS_ERROR enum value to the response property for the response status

    • warning

      added the new ENRICH_ERROR enum value to the response property for the response status

    • warning

      added the new FRAUD_INSIGHTS_ERROR enum value to the response property for the response status

    • warning

      added the new FREDDIE_MAC_ERROR enum value to the response property for the response status

    • warning

      added the new LINK_DELIVERY_ERROR enum value to the response property for the response status

    • warning

      added the new PROFILE_ERROR enum value to the response property for the response status

    • warning

      added the new RECURRING_TRANSACTIONS_ERROR enum value to the response property for the response status

    • warning

      added the new STATEMENTS_ERROR enum value to the response property for the response status

    • warning

      added the new TRANSFER_RECURRING_ERROR enum value to the response property for the response status

    • warning

      added the new TRANSFER_REFUND_ERROR enum value to the response property for the response status