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GET
/
api
/
banking
/
uncategorized
/
autofill
Get autofill values for categorize transactions
curl --request GET \
  --url https://api.example.com/api/banking/uncategorized/autofill \
  --header 'Authorization: <authorization>' \
  --header 'organization-id: <organization-id>'
{
  "amount": -150.5,
  "formattedAmount": "$150.50",
  "date": "2024-01-15",
  "formattedDate": "Jan 15, 2024",
  "isRecognized": true,
  "transactionType": "other_expense",
  "isDepositTransaction": false,
  "isWithdrawalTransaction": true,
  "creditAccountId": 10,
  "debitAccountId": 5,
  "recognizedByRuleId": 1,
  "recognizedByRuleName": "Salary Rule",
  "referenceNo": "REF-001",
  "payee": "<string>",
  "memo": "<string>"
}

Headers

​
Authorization
string
required

Value must be 'Bearer ' where is an API key prefixed with 'bc_' or a JWT token.

Example:

"Bearer bc_1234567890abcdef"

​
organization-id
string
required

Required if Authorization is a JWT token. The organization ID to operate within.

Query Parameters

​
uncategorizedTransactionIds
any[]
required

Uncategorized transaction IDs to get autofill for

Response

200 - application/json

Returns autofill values for categorize transactions

​
amount
number
required

Total amount of uncategorized transactions

Example:

-150.5

​
formattedAmount
string
required

Formatted amount

Example:

"$150.50"

​
date
string
required

Transaction date

Example:

"2024-01-15"

​
formattedDate
string
required

Formatted date

Example:

"Jan 15, 2024"

​
isRecognized
boolean
required

Whether the transaction is recognized by a rule

Example:

true

​
transactionType
string
required

Transaction type (category)

Example:

"other_expense"

​
isDepositTransaction
boolean
required

Whether this is a deposit transaction

Example:

false

​
isWithdrawalTransaction
boolean
required

Whether this is a withdrawal transaction

Example:

true

​
creditAccountId
number

Assigned credit/debit account ID from recognition

Example:

10

​
debitAccountId
number

Bank account ID (debit)

Example:

5

​
recognizedByRuleId
number

Bank rule ID that recognized the transaction

Example:

1

​
recognizedByRuleName
string

Bank rule name that recognized the transaction

Example:

"Salary Rule"

​
referenceNo
string

Reference number

Example:

"REF-001"

​
payee
string

Assigned payee from recognition

​
memo
string

Assigned memo from recognition