How to use Lean's Categorisation

The categorisation product provides a category for each transaction that you retrieve from your customer's bank account. The list of categories are the following:

Category	Description
BANK_FEES_AND_CHARGES	Transactions relating to bank fees and charges
CHARITY	Transactions relating to charitable causes
EDUCATION	Transactions relating to education, e.g.: school, university, courses
ENTERTAINMENT	Transactions relating to entertainment, e.g.: cinema, Netflix
GOVERNMENT	Transactions relating to government, e.g.: taxes, fines
GROCERIES	Transactions relating to food shopping
HEALTH_AND_WELLBEING	Transactions relating to health, e.g.: prescriptions, wellbeing, yoga
LOANS_AND_INVESTMENT	Transactions relating to loans and investments, e.g.: dividends, loan repayments
RENT_AND_SERVICES	Transactions relating to household utilities and rent
RESTAURANTS_DINING	Transactions relating to dining and takeaways
RETAIL	Transactions relating to shopping
SALARY_AND_REVENUE	Transactions relating to income sources
TRANSFER	Transactions relating to direct money movements, e.g.: transfers, cash withdrawals
TRANSPORT	Transactions relating to domestic travel, e.g.: metro, cabs
TRAVEL	Transactions relating to international travel, e.g.: hotels, flights
OTHER	Transactions which could not be accurately classified

How to use it

The categorisation product is NOT a separate API. You can retrieve the categories for the transactions for your customer's by making an API request to the transactions API with insights=true. This will return an object that contains a cleansed description, the category and the category confidence (i.e.: how certain Lean is that the transaction belongs to that category). For more details please see our API reference for retail data and our API reference for corporate data.