v51

latestOpenAPI 3.0.0raw.githubusercontent.com2026-07-313352,3122.9 MB

plaid

Create transaction category rule

The /beta/transactions/rules/v1/create endpoint creates transaction categorization rules.

Rules will be applied on the Item's transactions returned in /transactions/get response.

The product is currently in beta. To request access, contact transactions-feedback@plaid.com.

post/beta/transactions/rules/v1/create

client_idstring

Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

secretstring

Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

client_user_idstring required

A unique ID representing the end user. This ID is used to associate rules with a specific user.

pfc_primary_categorystring required

A personal finance primary category. See the taxonomy csv file for a full list of personal finance categories.

pfc_detailed_categorystring required

A personal finance detailed category. See the taxonomy csv file for a full list of personal finance categories.

request_idstring required

A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.