Transactions - Category Resource - v1.0

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. 
source  bank
creditCard
investment
insurance
loan
string Source used to identify whether the transaction category is user defined category or system created category.
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.