Automatic category for payee not updated when saving transactions through API

Usually, the workflow goes like this

1) A new transactions is imported from the bank with payee X

2) I approve the transaction through the YNAB App / Web UI and categorize it

3) The next time a new transaction with payee X gets imported, the category I assigned in step 2 gets set automatically. If I approve it with a different category, YNAB remembers that choice. Next time a transaction with payee X shows up, this new category is set.

I wrote an app that takes unapproved transactions and updates them (approved = true, set categoryId) through the PUT method of /budgets/{budget_id}/transactions/{transaction_id}

However, the category that gets set through this update call is not "remembered". The next time a transaction with the same payee shows up, it takes the "old" category again.

On the "Manage Payee" view of such a payee the field "Automatically categorize payee" is empty, even though the old category is still set when a transaction is imported:

 

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  • Beige Storm Are you passing a payee_ID when you are using the API? If you are, we wouldn't be triggering the payee renaming rules.

    Let me know if you have questions about that!

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    • Chrissy I am not passing a payee_ID, only a payee name, which is never different from the original transactions. How would the renaming rules impact the automatic categorization?

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