> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bigcapital.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Categorize bank transactions.



## OpenAPI

````yaml api-reference/openapi.json post /api/banking/categorize
openapi: 3.0.0
info:
  title: Bigcapital
  description: Financial accounting software
  version: '1.0'
  contact: {}
servers: []
security: []
tags: []
paths:
  /api/banking/categorize:
    post:
      tags:
        - Banking Categorization
      summary: Categorize bank transactions.
      operationId: BankingCategorizeController_categorizeTransaction
      parameters:
        - name: Authorization
          in: header
          description: >-
            Value must be 'Bearer <token>' where <token> is an API key prefixed
            with 'bc_' or a JWT token.
          required: true
          schema:
            type: string
            example: Bearer bc_1234567890abcdef
        - name: organization-id
          in: header
          description: >-
            Required if Authorization is a JWT token. The organization ID to
            operate within.
          required: true
          schema:
            type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CategorizeBankTransactionRouteDto'
      responses:
        '200':
          description: The bank transactions have been categorized successfully.
components:
  schemas:
    CategorizeBankTransactionRouteDto:
      type: object
      properties:
        date:
          format: date-time
          type: string
          description: The date of the bank transaction
          example: '2023-01-01T00:00:00.000Z'
        creditAccountId:
          type: number
          description: ID of the credit account associated with this transaction
          example: 1001
        referenceNo:
          type: string
          description: Optional external reference number
          example: REF-001
        transactionNumber:
          type: string
          description: Optional transaction number or reference
          example: TRX-001
        transactionType:
          type: string
          description: Type of bank transaction (e.g., deposit, withdrawal)
          example: deposit
        exchangeRate:
          type: number
          description: Exchange rate for currency conversion
          default: 1
          example: 1.15
        currencyCode:
          type: string
          description: Currency code for the transaction
          example: USD
        description:
          type: string
          description: Description of the bank transaction
          example: Monthly rent payment
        branchId:
          type: number
          description: ID of the branch where the transaction occurred
          example: 101
        uncategorizedTransactionIds:
          description: Array of uncategorized transaction IDs to be categorized
          example:
            - 1001
            - 1002
            - 1003
          type: array
          items:
            type: number
      required:
        - date
        - creditAccountId
        - transactionType
        - uncategorizedTransactionIds

````