POST /beta/transactions/rules/v1/create

The /transactions/rules/v1/create endpoint creates transaction categorization rules.

Rules will be applied on the Item's transactions returned in /transactions/get response.

The product is currently in beta. To request access, contact transactions-feedback@plaid.com.

Servers

Request headers

Name Type Required Description
Content-Type String Yes The media type of the request body.

Default value: "application/json"

Request body fields

Name Type Required Description
rule_details Object Yes

A representation of transactions rule details.

rule_details.field String Yes

Transaction field for which the rule is defined.

Possible values:

  • "TRANSACTION_ID"
  • "NAME"
rule_details.query String Yes

For TRANSACTION_ID field, provide transaction_id. For NAME field, provide a string pattern.

rule_details.type String Yes

Transaction rule's match type. For TRANSACTION_ID field, EXACT_MATCH is available. Matches are case sensitive.

Possible values:

  • "SUBSTRING_MATCH"
  • "EXACT_MATCH"
client_id String No

Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

personal_finance_category String Yes

Personal finance detailed category.

All implementations are encouraged to use this field instead of category, as it provides more meaningful and accurate categorization.

See the taxonomy csv file for a full list of personal finance categories.

access_token String Yes

The access token associated with the Item data is being requested for.

secret String No

Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. Search for the API you want to integrate with and click on the name.
    • This loads the API reference documentation and prepares the Http request settings.
  3. Click Test request to test run your request to the API and see the API's response.