List of transactionCategoryRef values

[mcclowes]

Migrated question from old forum

I'm looking to map transactions based on category at the lowest level possible.

I know we can call https://api.codat.io/data/assess/accounts/categories and this delivers and this delivers a list of 5 Types, 6 Subtypes, and 131 Detail Type values.

What I don't know is:

In which endpoints are these values available
what the data coverage might be.
I thought the transactionCategoryRef value might help but the sample data returns a value of

"transactionCategoryRef": {
"id": "health-and-fitness-sports"
},

which does not cross reference to any of the values in the accounts/categories endpoint.

I'm not sure at this point if we will be using the Accounting API, the Banking API or a combination of the two (if available) so don't worry too much about cross API issues.

[mcclowes]

The endpoint you are referring to outlines the available categories Codat's Chart of Account categorisation engine categorises. These categories relate to accounting nominal accounts only and not banking. More information on this can be found here.

You can view the available bank transaction categories provided by your open banking provider using this endpoint. These are the available categories that the transactionCategoryRef can have.

Let me know if you have any more questions.