Categorize transaction

PATCH

transactions

{id}

curl --request PATCH \
  --url https://app.finta.com/api/v1/transactions/{id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "category_id": "cat_v5e6f7g8h9i0j1"
}
'

import requests

url = "https://app.finta.com/api/v1/transactions/{id}"

payload = { "category_id": "cat_v5e6f7g8h9i0j1" }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({category_id: 'cat_v5e6f7g8h9i0j1'})
};

fetch('https://app.finta.com/api/v1/transactions/{id}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.finta.com/api/v1/transactions/{id}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'category_id' => 'cat_v5e6f7g8h9i0j1'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.finta.com/api/v1/transactions/{id}"

	payload := strings.NewReader("{\n  \"category_id\": \"cat_v5e6f7g8h9i0j1\"\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://app.finta.com/api/v1/transactions/{id}")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"category_id\": \"cat_v5e6f7g8h9i0j1\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.finta.com/api/v1/transactions/{id}")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"category_id\": \"cat_v5e6f7g8h9i0j1\"\n}"

response = http.request(request)
puts response.read_body

{
  "id": "txn_a1b2c3d4e5f6g7",
  "object": "transaction",
  "date": "2026-02-15",
  "accounting_date": "2026-02-15",
  "amount_cents": -49900,
  "currency": "USD",
  "merchant": "AWS",
  "description": null,
  "categorized": true,
  "category_id": "cat_v5e6f7g8h9i0j1",
  "category_name": "Software",
  "transaction_type": "standard",
  "source": {
    "vendor": "mercury",
    "type": "bank",
    "account_name": "Mercury Checking"
  },
  "status": "approved",
  "spread": null,
  "transfer_id": null,
  "created": 1771183600
}

Authorizations

Authorization

string

header

required

API key prefixed with finta_

Path Parameters

string

required

Transaction ID with txn_ prefix.

Pattern: ^txn_

Body

application/json

category_id

string

required

Selectable category ID with cat_ prefix.

Pattern: ^cat_

Example:

"cat_v5e6f7g8h9i0j1"

Response

The updated transaction

string

required

Unique identifier with txn_ prefix.

Example:

"txn_abc123"

object

enum<string>

required

Available options:

transaction

date

string<date>

required

Transaction date.

Example:

"2026-02-15"

accounting_date

string<date> | null

required

Date used for accounting and financial reports. Defaults to date unless overridden.

Example:

"2026-02-15"

amount_cents

integer

required

Transaction amount in cents. Positive for income, negative for expenses. Divide by 100 to get the dollar amount.

Example:

-49900

currency

string

required

ISO 4217 currency code.

Example:

"USD"

categorized

boolean

required

Whether the transaction has been categorized. False when assigned to Uncategorized Income or Uncategorized Expenses. Note that category_id is still present for uncategorized transactions.

transaction_type

enum<string>

required

Type of transaction: standard (normal), transfer (matched transfer between accounts), or split (parent of split children).

Available options:

standard,

transfer,

split

source

object

required

Where the transaction originated.

Show child attributes

status

enum<string>

required

Approval status of the transaction.

Available options:

approved,

pending

created

integer

required

Unix timestamp of when the transaction was created.

Example:

1771183600

merchant

string | null

Merchant or payee name.

Example:

"AWS"

description

string | null

Description provided by the bank or payment processor. Null when not available.

Example:

null

category_id

string | null

Prefixed ID of the assigned category.

Example:

"cat_v5e6f7g8h9i0j1"

category_name

string | null

Name of the assigned category.

Example:

"Software"

spread

integer | null

Number of months this transaction is spread over, or null if not spread.

Example:

null

transfer_id

string | null

Prefixed ID of the associated transfer, or null if not a transfer.

Example:

null

Categorize transaction

curl --request PATCH \
  --url https://app.finta.com/api/v1/transactions/{id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "category_id": "cat_v5e6f7g8h9i0j1"
}
'

import requests

url = "https://app.finta.com/api/v1/transactions/{id}"

payload = { "category_id": "cat_v5e6f7g8h9i0j1" }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({category_id: 'cat_v5e6f7g8h9i0j1'})
};

fetch('https://app.finta.com/api/v1/transactions/{id}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.finta.com/api/v1/transactions/{id}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'category_id' => 'cat_v5e6f7g8h9i0j1'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.finta.com/api/v1/transactions/{id}"

	payload := strings.NewReader("{\n  \"category_id\": \"cat_v5e6f7g8h9i0j1\"\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://app.finta.com/api/v1/transactions/{id}")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"category_id\": \"cat_v5e6f7g8h9i0j1\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.finta.com/api/v1/transactions/{id}")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"category_id\": \"cat_v5e6f7g8h9i0j1\"\n}"

response = http.request(request)
puts response.read_body

{
  "id": "txn_a1b2c3d4e5f6g7",
  "object": "transaction",
  "date": "2026-02-15",
  "accounting_date": "2026-02-15",
  "amount_cents": -49900,
  "currency": "USD",
  "merchant": "AWS",
  "description": null,
  "categorized": true,
  "category_id": "cat_v5e6f7g8h9i0j1",
  "category_name": "Software",
  "transaction_type": "standard",
  "source": {
    "vendor": "mercury",
    "type": "bank",
    "account_name": "Mercury Checking"
  },
  "status": "approved",
  "spread": null,
  "transfer_id": null,
  "created": 1771183600
}

API Reference

Company

Categories

Transactions

Journal Entries

Reports

Categorize transaction

Authorizations

Path Parameters

Body

Response