Automatic category detection when creating transactions?

Hey, I'm wondering if the API automatically guesses the category if the category_id sent is `nil` in the POST ../transactions endpoints.

If not, that would be very needed because tools that operate automatic imports through the api would need to build up an own database and fire up useless api requests to analyze historic data even though the YNAB system already has that knowledge.

 

It would be amazing (in case it doesn't auto-detect yet) to get a flag like:

{
  # ...
  import_id: null,string,
  detect_category: boolean (default: false)
}

 

or

 

{
  # ...
  guess_category: boolean (default: false)
}

 

I remember it worked very well with the .csv imports when no category was provided and saved me a lot of times.

3replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Hey!

    This was added in a past release, see https://support.youneedabudget.com/t/36pdd9/updates-released-2018-02-07 for details :)

    • Payee auto-categorization now supported when specifying a payee_id but not a category_id for transaction create / update. Just like on the web or mobile apps, if payee / category mapping is specified, we will use it.
    Like 2
      • Martin
      • Blue_Pilot
      • 2 yrs ago
      • 1
      • Reported - view

      Scott Robertson awesome, thanks. I must have missed that in the changelog! Also I just validated that it even works when a known `payee_name` is being used:

       

      {
        payee_id: null
        payee_name: "Company"
        category_id: null
      }
      
      Like 1
      • Scott Robertson
      • syncforynab.com Founder
      • scottrobertson
      • 2 yrs ago
      • 1
      • Reported - view

      Martin Perfect. I did confirm it last night, just forgot to comment sorry!

      Like 1
Like Follow
  • Status Answered
  • 2 yrs agoLast active
  • 3Replies
  • 1138Views
  • 2 Following