This guide walks you through creating custom categories and recategorizing transactions at the user-level. information on creating integration-level personalizations, please see the .
Accounting and Bookkeeping
, for instance, sits underneath the Banking and Finance
category, which sits at the root level. For convenience, each serialized category includes a fullCategoryHierarchy
object, which contains the full hierarchy of the category.
all_categories
to the frontend and display them as a tree, a searchable input, etc…
Lowe's
for this specific user will be enriched with the custom category, which will appear in the personalization
section of the enrichment as the counterparty’s industry
:
DELETE
request to the /users/:userId/categories
endpoint:
DELETE
request to the /users/:userId/categories/:id
endpoint with the category’s ID:
DELETE
request to the /users/:userId/counterparty-category-personalizations
endpoint:
DELETE
request to the /users/:userId/counterparty-category-personalizations/:counterpartyId
endpoint with the counterpartyId
of the personalization you want to delete: