Moneyhub categorise transactions API
The categorise transactions API from Moneyhub — 1 operation(s) for categorise transactions.
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OpenAPI Specification
openapi: 3.2.0
info:
description: Documentation for the Moneyhub data API. <br/>Authentication is via bearer token. <br/>
title: Moneyhub Data categorise transactions API
version: 2.0.0
x-build-sha: 5d5191d
servers:
- url: https://api.moneyhub.co.uk/v2.0
security:
- Bearer: []
tags:
- name: categorise transactions
paths:
/categorise-transactions:
post:
summary: Categorises a given set of transactions
description: Requires **categorisation** scope. A maximum of 200 transactions is imposed.
responses:
'200':
description: Successful Categorisation Response
content:
application/json:
schema:
properties:
data:
$ref: '#/components/schemas/CategoriseTransactions'
links:
$ref: '#/components/schemas/Links'
meta:
type: object
type: object
'400':
description: Unsuccessful Response - Bad request - Missing query parameters - Missing body properties
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unsuccessful Response - Not authorised - Missing authorization header - Invalid access Token
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Unsuccessful Response - Forbidden - Invalid scopes
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
tags:
- categorise transactions
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CategoriseTransactionsPost'
components:
schemas:
Links:
additionalProperties: false
properties:
next:
description: The url to retrieve the next page of results from
format: uri
type: string
prev:
description: The url to retrieve the previous page of results from
format: uri
type: string
self:
description: The url of the current resource(s)
format: uri
type: string
required:
- self
type: object
CategoriseTransactions:
type: object
additionalProperties: false
properties:
accountType:
description: Type of account, defaults to 'cash' if no value is provided
example: cash
default: cash
type: string
enum:
- cash
- card
- savings
- pension
- investment
accountId:
description: The id of the account the transaction belongs to. Defaults to random uuid if no value is provided
example: c390a94f-2309-4cdf-8d02-b0c5304d9f66
type: string
maxLength: 64
transactions:
type: array
items:
type: object
additionalProperties: false
properties:
id:
description: The unique id of the transaction (can be any unique identifier). Defaults to random uuid if no value is provided
example: c390a94f-2309-4cdf-8d02-b0c5304d9f66
type: string
maxLength: 64
description:
description: The full text description of the transactions - often as it is represented on the users bank statement
example: Card Purchase SAINSBURYS S/MKTS BCC
type: string
maxLength: 512
categoryId:
description: An identifier for the detected category, all categoryIds are prefixed with the standard prefix.
example: std:338d2636-7f88-491d-8129-255c98da1eb8
type: string
pattern: ^(std):(\w|-)+$
counterpartyId:
description: An identifier for the counterparty
example: c390a94f-2309-4cdf-8d02-b0c5304d9f66
format: uuid
type: string
amount:
properties:
value:
description: The amount of the transaction in minor units of the currency, eg. pennies for GBP, negative means money going out of an account, positive means money coming into an account.
example: -2300
type: integer
required:
- value
type: object
date:
description: Date of the transaction in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)
example: '2023-01-20T00:00:00Z'
format: date-time
type: string
proprietaryTransactionCode:
description: Unique identifier used by the financial institution to categorize a given transaction
example: DEBIT
type: string
maxLength: 64
merchantCategoryCode:
description: A 4-digit Merchant Category Code (MCC) defined by ISO 18245. This code identifies the type of business or service provided by the merchant. Examples include '5411' (Grocery Stores), '5812' (Eating Places and Restaurants), and '5999' (Miscellaneous Retail Stores).
example: '1234'
type: string
maxLength: 4
required:
- id
- description
- amount
- date
failedCategorisationIds:
description: Transaction Ids which failed to be categorised
type: array
items:
type: string
example:
- c390a94f-2309-4cdf-8d02-b0c5304d9f66
required:
- accountId
- accountType
- transactions
- failedCategorisationIds
example:
accountId: c390a94f-2309-4cdf-8d02-b0c5304d9f66
accountType: cash
transactions:
- id: c0626412-311e-43c3-b885-793a2de8f492
description: Amazon
amount:
value: -3000
date: '2025-04-29T10:51:34.747Z'
counterpartyId: ba4d83ec-3240-5d6e-b258-11e1c913da62
categoryId: std:cdc55410-176d-4c71-9bb2-6988b5d4913d
failedCategorisationIds: []
CategoriseTransactionsPost:
type: object
additionalProperties: false
description: Transactions to categorised for a given account.
properties:
accountType:
description: Type of account, defaults to 'cash' if no value is provided
example: cash
type: string
enum:
- cash
- card
- savings
- pension
- investment
default: cash
accountId:
description: The id of the account the transaction belongs to. Defaults to random uuid if no value is provided
example: c390a94f-2309-4cdf-8d02-b0c5304d9f66
type: string
maxLength: 64
transactions:
type: array
items:
additionalProperties: false
type: object
properties:
id:
description: The unique id of the transaction (can be any unique identifier). Defaults to random uuid if no value is provided
example: c390a94f-2309-4cdf-8d02-b0c5304d9f66
type: string
maxLength: 64
description:
description: The full text description of the transactions - often as it is represented on the users bank statement
example: Card Purchase SAINSBURYS S/MKTS BCC
type: string
maxLength: 512
amount:
properties:
value:
description: The amount of the transaction in minor units of the currency, eg. pennies for GBP, negative means money going out of an account, positive means money coming into an account.
example: -2300
type: integer
required:
- value
type: object
date:
description: Date of the transaction in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)
example: '2023-01-20T00:00:00Z'
type: string
format: date-time
proprietaryTransactionCode:
description: Unique identifier used by the financial institution to categorize a given transaction
example: DEBIT
type: string
maxLength: 64
merchantCategoryCode:
description: A 4-digit Merchant Category Code (MCC) defined by ISO 18245. This code identifies the type of business or service provided by the merchant. Examples include '5411' (Grocery Stores), '5812' (Eating Places and Restaurants), and '5999' (Miscellaneous Retail Stores).
example: '1234'
type: string
maxLength: 4
required:
- description
- amount
- date
required:
- transactions
example:
accountId: c390a94f-2309-4cdf-8d02-b0c5304d9f66
accountType: cash
transactions:
- id: c390a94f-2309-4cdf-8d02-b0c5304d9f66
description: Card Purchase SAINSBURYS S/MKTS BCC
amount:
value: -4500
date: '2025-04-29T10:51:34.747Z'
proprietaryTransactionCode: DIRECT DEBIT
merchantCategoryCode: '1234'
- id: c390a94f-2309-4cdf-8d02-b0c5304d9f66
description: WM Morrisons
amount:
value: -5000
date: '2025-04-29T10:51:34.747Z'
proprietaryTransactionCode: DEBIT
merchantCategoryCode: '1234'
Error:
additionalProperties: false
properties:
code:
description: The error code
type: string
message:
description: The error message
type: string
correlationId:
description: Id that identifies the request and can be used to ask for more details related to the error
type: string
id:
description: Id of the resource
type: string
userId:
description: UserId of the resource
type: string
required:
- code
type: object
securitySchemes:
Bearer:
type: apiKey
name: Authorization
in: header