Weel Categories API

This group of endpoints allow you to manage expense categories for your business. Categories classify transactions. System-defined categories (`custom: false`) can only have their `enabled` state toggled. Custom categories (`custom: true`) can have their `name` updated and can be deleted.

Operations 4

GET /v1/businesses/{client_id}/categories List categories #
POST /v1/businesses/{client_id}/categories Create a category #
PATCH /v1/businesses/{client_id}/categories/{category_id} Update a category #
DELETE /v1/businesses/{client_id}/categories/{category_id} Delete a category #

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OpenAPI Specification

weel-categories-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Weel Open Categories API
  version: v1
  termsOfService: https://letsweel.com/terms/
  contact:
    name: Contact our support
    email: help@letsweel.com
    url: https://help.letsweel.com
  description: 'The Weel OpenAPI empowers businesses with seamless expense management and real-time insights. Our platform makes it easy to integrate and automate expense workflows, manage receipts, and keep track of spending across your organization.

    '
servers:
- url: https://public.letsweel.com
security:
- BearerAuth: []
tags:
- name: Categories
  description: 'This group of endpoints allow you to manage expense categories for your business.


    Categories classify transactions. System-defined categories (`custom: false`) can only have their `enabled` state toggled. Custom categories (`custom: true`) can have their `name` updated and can be deleted.

    '
paths:
  /v1/businesses/{client_id}/categories:
    get:
      operationId: listCategories
      tags:
      - Categories
      summary: List categories
      description: Returns a paginated list of expense categories for the given business.
      parameters:
      - $ref: '#/components/parameters/ClientId'
      - $ref: '#/components/parameters/PaginationOffset'
      - $ref: '#/components/parameters/PaginationLimit'
      - name: custom
        in: query
        required: false
        description: Filter by category type. `true` returns only custom categories; `false` returns only system-defined categories. Omit to return all.
        schema:
          type: boolean
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CategoryListResponse'
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
      security:
      - BearerAuth: []
    post:
      operationId: createCategory
      tags:
      - Categories
      summary: Create a category
      description: 'Creates a new custom category (`custom: true`) for the business. The name must be unique within the business.'
      parameters:
      - $ref: '#/components/parameters/ClientId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateCategoryRequest'
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Category'
        '400':
          description: Bad Request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
      security:
      - BearerAuth: []
  /v1/businesses/{client_id}/categories/{category_id}:
    patch:
      operationId: updateCategory
      tags:
      - Categories
      summary: Update a category
      description: 'Updates an existing category. Accepted fields depend on the category type:


        - Custom categories (`custom: true`): `name` and `accounting_code_id` are mutable; `enabled` returns 400.

        - System categories (`custom: false`): `enabled` and `accounting_code_id` are mutable; `name` returns 400.

        '
      parameters:
      - $ref: '#/components/parameters/ClientId'
      - $ref: '#/components/parameters/CategoryId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateCategoryRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Category'
        '400':
          description: Bad Request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '404':
          description: Not Found
      security:
      - BearerAuth: []
    delete:
      operationId: deleteCategory
      tags:
      - Categories
      summary: Delete a category
      description: 'Soft-deletes a custom category. Returns `400` if the category is system-defined (`custom: false`).'
      parameters:
      - $ref: '#/components/parameters/ClientId'
      - $ref: '#/components/parameters/CategoryId'
      responses:
        '204':
          description: No Content
        '400':
          description: Bad Request (system categories cannot be deleted)
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '404':
          description: Not Found
      security:
      - BearerAuth: []
components:
  parameters:
    CategoryId:
      name: category_id
      in: path
      description: The ID of the category.
      required: true
      schema:
        type: string
        format: uuid
        example: 7cb19e45-1234-5678-abcd-ef9876543210
    PaginationOffset:
      name: offset
      in: query
      description: Offset to retrieve items from.
      schema:
        type: integer
        default: 0
        example: 50
    ClientId:
      name: client_id
      in: path
      description: The ID of the business.
      required: true
      schema:
        type: integer
        example: 123
    PaginationLimit:
      name: limit
      in: query
      description: Number of items per page.
      schema:
        type: integer
        default: 50
        maximum: 500
        example: 50
  schemas:
    CreateCategoryRequest:
      type: object
      required:
      - name
      properties:
        name:
          type: string
          maxLength: 128
          description: The display name for the new custom category. Must be unique within the business.
          example: Internal Events
        accounting_code_id:
          type:
          - string
          - 'null'
          format: uuid
          description: The ID of a GL code to map to this category. Must belong to the same business. Omit to create without a mapping.
          example: 3fa85f64-5717-4562-b3fc-2c963f66afa6
    Category:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: The unique identifier for this category.
          example: 7cb19e45-1234-5678-abcd-ef9876543210
        name:
          type: string
          description: The display name of the category.
          example: Travel
        custom:
          type: boolean
          description: 'Whether this is a custom category created by the business. System-defined categories have `custom: false`.'
          example: false
        enabled:
          type: boolean
          description: Whether this category is available for use on transactions.
          example: true
        accounting_code_id:
          type:
          - string
          - 'null'
          format: uuid
          description: The ID of the GL code mapped to this category, or `null` if no mapping exists.
          example: 3fa85f64-5717-4562-b3fc-2c963f66afa6
        created:
          type: string
          format: date-time
          description: When this category was created in UTC.
          example: '2025-01-01T00:00:00Z'
        updated:
          type: string
          format: date-time
          description: When this category was last updated in UTC.
          example: '2025-01-01T00:00:00Z'
    UpdateCategoryRequest:
      type: object
      properties:
        name:
          type: string
          maxLength: 128
          description: 'New display name. Only accepted for custom categories (`custom: true`). Returns 400 for system categories.'
          example: Updated Category Name
        enabled:
          type: boolean
          description: 'Whether this category is available for use. Only accepted for system categories (`custom: false`). Returns 400 for custom categories.'
          example: false
        accounting_code_id:
          type:
          - string
          - 'null'
          format: uuid
          description: The ID of a GL code to map to this category. Pass `null` to remove an existing mapping. Must belong to the same business.
          example: 3fa85f64-5717-4562-b3fc-2c963f66afa6
    CategoryListResponse:
      type: object
      properties:
        count:
          type: integer
          description: Total number of categories.
          example: 10
        next:
          type:
          - string
          - 'null'
          description: Pagination cursor for the next page.
          example: limit=50&offset=50
        previous:
          type:
          - string
          - 'null'
          description: Pagination cursor for the previous page.
          example: null
        results:
          type: array
          items:
            $ref: '#/components/schemas/Category'
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
x-tagGroups:
- name: Users
  tags:
  - Invites
  - Users
  - Roles
- name: Transactions
  tags:
  - Transactions
- name: Budgets
  tags:
  - Budgets
  - Budget Members
  - Budget Owners
  - Budget Topups
- name: Statements
  tags:
  - Statements
- name: Custom Fields
  tags:
  - Custom Fields
  - Custom Field Options
  - Custom Field Budgets
- name: Chart of Accounts
  tags:
  - Accounting Codes
  - Categories