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Transactions - Category Resource

Entity: category

Attribute NameContainerTypeDescription
id bank
creditCard
investment
insurance
loan
longUnique identifier of the category.
categorybank
creditCard
investment
insurance
loan
stringThe 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.
Valid Values: Retail Transaction Categories.
type bank
creditCard
investment
insurance
loan
stringTransaction categories and high-level categories are further mapped to five transaction category types. Based on their needs, customers can 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 a user-defined category or system-created category.

highLevelCategoryId bank
creditCard
investment
insurance
loan
longThe unique identifier of the high-level category.
highLevelCategoryName bank
creditCard
investment
insurance
loan
stringThe name of the high-level category. A group of similar transaction categories is clubbed together to form a high-level category.
detailCategorybank
creditCard
entity[]The entity that provides detailed category attributes
classification All containersstringIndicates the classification of the transaction category, i.e., small business or personal category.
Valid Values: Transaction Category Classification
businessCategorybank
creditCard
investment
insurance
loan
entityThe name of the business cateogry. 
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.
Valid Values: Business Transaction Categories.

Entity: detailCategory

Attribute NameContainerTypeDescription
id bank
creditCard
longThe unique identifier of the detail category.
namebank
creditCard
stringThe name of the detail category

Entity: businessCategory

Attribute NameContainerTypeDescription
categoryId bank
creditCard
investment
loan
integerIdentifier of the business category.
categoryNamebank
creditCard
investment
loan
stringThe name of the business category.

Enums: Transaction Category Type

Category TypeDescription
TRANSFERThe transaction category belongs to a transfer category type.
DEFERRED_COMPENSATIONThe transaction category belongs to the deferred compensation type.
UNCATEGORIZEThe transaction does not seem to be categorized.
INCOME The transaction category belongs to an income type.
EXPENSEThe transaction category belongs to an expense type.

Enums: Transaction Category Source

Category Source Description
SYSTEMThe category assigned to the transaction is a system-defined category.
 USERThe category assigned to the transaction is a user-defined category.

Enums: Transaction Category Classification

Category ClassificationDescription
PERSONALIndicates a personal transaction category.
BUSINESSIndicates a small business transaction category.