Assign a cash flow category to transactions

curl --request POST \
  --url https://thirdparty.qonto.com/v2/cash_flow_categories/assignments \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "transaction_ids": [
    "019259fb-8731-767a-b8fd-9206aa052e3d"
  ],
  "category_id": "3786f44c-a2e1-472e-870d-4cdb152b33fa"
}
'

{
  "transaction_ids": [
    "019259fb-8731-767a-b8fd-9206aa052e3d"
  ],
  "category_id": "3786f44c-a2e1-472e-870d-4cdb152b33fa"
}

Cash flow categories

Assign a cash flow category to transactions

OAuth scope: cash_flow_category.write

Assigns a cash flow category (or subcategory) to one or more transactions. The assignment replaces any cash flow category previously set on those transactions.

Notes:

Up to 100 transactions can be assigned in a single call.
When a category has subcategories, you must assign one of its leaf subcategories — assigning the parent category itself is rejected.
To clear an existing assignment, use Unassign a cash flow category from transactions.

POST

cash_flow_categories

assignments

Assign a cash flow category to transactions

curl --request POST \
  --url https://thirdparty.qonto.com/v2/cash_flow_categories/assignments \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "transaction_ids": [
    "019259fb-8731-767a-b8fd-9206aa052e3d"
  ],
  "category_id": "3786f44c-a2e1-472e-870d-4cdb152b33fa"
}
'

{
  "transaction_ids": [
    "019259fb-8731-767a-b8fd-9206aa052e3d"
  ],
  "category_id": "3786f44c-a2e1-472e-870d-4cdb152b33fa"
}

Authorizations

Authorization

string

header

required

Bearer authorization header: Bearer <token>, where <token> is the access token received from the authorization server at the end of the OAuth 2.0 flow.

Headers

X-Qonto-Staging-Token

string

Required only for Sandbox API requests; to get one, please sign up to the Developer Portal.

Body

application/json

transaction_ids

string[]

required

UUIDs of the transactions to tag. Up to 100 per call.

category_id

string

required

UUID of the cash flow category (or subcategory) to apply.

Response

Returns the transactions that were updated and the category that was applied.

transaction_ids

string[]

required

UUIDs of the transactions that were updated.

category_id

string

required

UUID of the cash flow category that was applied.

Create a cash flow subcategory Unassign a cash flow category from transactions

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