Categorization

Finicity now offers transaction categorization by deriving the payee from the transaction's description and memo fields, and then assigning a categorization based on that payee.

If you wish to enable categorization for transactions retrieved by your app, please send a request to support@finicity.com.

See Categorization Record for an explanation of the <categorization> record.

Categories

The following strings may appear in a transaction's <category> field:

  • ATM Fee
  • Advertising
  • Air Travel
  • Alcohol & Bars
  • Allowance
  • Amusement
  • Arts
  • Auto & Transport
  • Auto Insurance
  • Auto Payment
  • Baby Supplies
  • Babysitter & Daycare
  • Bank Fee
  • Bills & Utilities
  • Bonus
  • Books
  • Books & Supplies
  • Business Services
  • Buy
  • Cash & ATM
  • Charity
  • Check
  • Child Support
  • Clothing
  • Coffee Shops
  • Credit Card Payment
  • Dentist
  • Deposit
  • Dividend & Cap Gains
  • Doctor
  • Education
  • Electronics & Software
  • Entertainment
  • Eyecare
  • Fast Food
  • Federal Tax
  • Fees & Charges
  • Finance Charge
  • Financial
  • Financial Advisor
  • Food & Dining
  • Furnishings
  • Gas & Fuel
  • Gift
  • Gifts & Donations
  • Groceries
  • Gym
  • Hair
  • Health & Fitness
  • Health Insurance
  • Hobbies
  • Home
  • Home Improvement
  • Home Insurance
  • Home Phone
  • Home Services
  • Home Supplies
  • Hotel
  • Income
  • Interest Income
  • Internet
  • Investments
  • Kids
  • Kids Activities
  • Late Fee
  • Laundry
  • Lawn & Garden
  • Legal
  • Life Insurance
  • Loan Fees and Charges
  • Loan Insurance
  • Loan Interest
  • Loan Payment
  • Loan Principal
  • Loans
  • Local Tax
  • Mobile Phone
  • Mortgage & Rent
  • Movies & DVDs
  • Music
  • Newspapers & Magazines
  • Office Supplies
  • Parking
  • Paycheck
  • Personal Care
  • Pet Food & Supplies
  • Pet Grooming
  • Pets
  • Pharmacy
  • Printing
  • Property Tax
  • Public Transportation
  • Reimbursement
  • Rental Car & Taxi
  • Restaurants
  • Sales Tax
  • Sell
  • Service & Parts
  • Service Fee
  • Shipping
  • Shopping
  • Spa & Massage
  • Sporting Goods
  • Sports
  • State Tax
  • Student Loan
  • Taxes
  • Television
  • Toys
  • Trade Commissions
  • Transfer
  • Transfer for Cash Spending
  • Travel
  • Tuition
  • Uncategorized
  • Utilities
  • Vacation
  • Veterinary

Schedule C

The following strings may appear in a transaction's <scheduleC> field:

  • Advertising
  • Air Travel
  • Assets
  • Auto Insurance
  • Auto Loan
  • Auto Repairs
  • Bank Fees
  • Benefits
  • Books & Magazines
  • Business Income
  • Business Insurance
  • Business Loan
  • Business Transfer
  • Car & Truck
  • Cash & ATM
  • Cash Spending
  • Check
  • Client Gifts
  • Computer Software
  • Computers
  • Credit Card Interest
  • Credit Card Payment
  • Customer Reimbursement
  • Deductible Meals
  • Education
  • Entertainment
  • Equipment
  • Federal Tax
  • Gas & Fuel
  • Ground Transportation
  • Home Improvements
  • Home Mortgage or Rent
  • Home Office
  • Home Property Tax
  • Homeowner Insurance
  • Interest Income
  • Internet
  • Legal Services
  • Lodging
  • Materials
  • Office Expenses
  • Office Supplies
  • Other Business Expenses
  • Parking & Tolls
  • Phone
  • Professional Services
  • Shipping
  • State Tax
  • Travel
  • Uncategorized
  • Uniforms
  • Utilities
  • Vendor Fees

 

Standard Industrial Classification (SIC) Codes

The transaction's <sic> field may contain any 2, 3, or 4 digit SIC code, as detailed here and here.

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