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Create a transaction category rule

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Create a transaction category rule

with Plaid

Use Plaid: its The Plaid API lets you create a transaction category rule in a single step (POST /beta/transactions/rules/v1/create). capabilities.work can help you get signed up and connected.

  • Can I make certain transactions always land in a category I choose?
  • Where do my custom categorization rules take effect?
Say it to your AI assistant
  • Create a rule on {access_token} categorizing {rule_details} as {personal_finance_category}.
  • Always file transactions matching {rule_details} under {personal_finance_category} for item {access_token}.
For your developer

POST /beta/transactions/rules/v1/create in The Plaid API. Full spec on APIs.io.

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