Transactions - Category Resource

This page refers to Yodlee API v1.0. The latest API version's data model documentation is available here.

Entity: transactionsCategory

Attribute Name	Container	Type	Description
id	bank creditCard investment insurance loan	long	Unique identifier of the category.
category	bank creditCard investment insurance loan	string	The name of the category. Note: Transaction categorization is one of the core features offered by Yodlee and the categories are assigned to the transactions by the system. Transactions can be clubbed together by the category that is assigned to them.
type	bank creditCard investment insurance loan	string	Transaction categories and high-level categories are further mapped to five transaction category types. Customers, based on their needs can either use the transaction categories, the high-level categories, or the transaction category types. Valid Values: Transaction Category Type
source	bank creditCard investment insurance loan	string	Source used to identify whether the transaction category is user defined category or system created category. Valid Values: Transaction Category Source
highLevelCategoryId	bank creditCard investment insurance loan	long	The unique identifier of the high level category.
highLevelCategoryName	bank creditCard investment insurance loan	string	The name of the high level category. A group of similar transaction categories are clubbed together to form a high-level category.

Enums: Transaction Category Type

category Type	Description
TRANSFER	The transaction category belongs to a transfer category type.
DEFERRED_COMPENSATION	The transaction category belongs to deferred compensation type.
UNCATEGORIZE	The transaction does not seem to be categorized.
INCOME	The transaction category belongs to an income type.
EXPENSE	The transaction category belongs to an expense type.

Enums: Transaction Category Source

Category Source	Description
SYSTEM	The category assigned to the transaction is a system defined category.
USER	The category assigned to the transaction is a user defined category.