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Transactions - Category Resource

Entity: category

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.
Valid Values: Retail Transaction Categories and Business Transaction Categories.
type  bank
creditCard
investment
insurance
loan
string Transaction 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
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 is clubbed together to form a high-level category.
detailCategory bank
creditCard
entity[] The entity that provides detailed category attributes
classification All containers string Indicates the classification of the transaction category, i.e., small business or personal category.
Valid Values: Transaction Category Classification

Entity: detailCategory

Attribute Name Container Type Description
id bank
creditCard
long The unique identifier of the detail category.
name bank
creditCard
string The name of the detail 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 the 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.

Enums: Transaction Category Classification

Category Classification Description
PERSONAL Indicates a personal transaction category.
BUSINESS Indicates a small business transaction category.