Create transaction category rule

The /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.

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.

access_tokenstring required

The access token associated with the Item data is being requested for.

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.

personal_finance_categorystring required

Personal finance detailed category.

All implementations are encouraged to use this field instead of category, as it provides more meaningful and accurate categorization.

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

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.