Introduction

Transaction categorization can be a time-consuming process. As such, our Categorization API operates asynchronously, taking advantage of jobs to perform the categorization.

A job can be auto-initiated to categorize the transactions immediately after an end-user grants consent to a bank account and the relevant transactions have been fetched. This setting can be set in the Customer Portal, refer to the Auto-start section.

Manual Categorization

You can choose to manage the categorization process manually through one of the categorization APIs: categorization-v1 or categorization-v2. This allows you to set up categorization jobs based on consents or users. After initiating a Categorization Job, you can track its progress and status using the API.

Job Completion Issues

Categorization jobs typically finish within a matter of minutes. Please note, if a job runs for more than an hour, it will automatically be terminated as a failure.