Create a transaction categorization rule

Create a transaction categorization rule

Use MX Technologies: its Mx Technologies transaction rules API lets you create a transaction categorization rule in a single step (POST /users/{user_guid}/transaction_rules). capabilities.work can help you get signed up and connected.

• How do I make every transaction from a certain merchant land in the same category automatically?
• Can a user create a rule that renames matching transactions?

Say it to your AI assistant

• Create transaction rule {rule} for user {user}.
• Add a rule for user {user} that auto-categorizes matching transactions: {rule}.

For your developer

POST /users/{user_guid}/transaction_rules in Mx Technologies transaction rules API. Full spec on APIs.io.