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TransactionsBulk change transaction category

Bulk change transaction category

PATCH/partners/transactions/change-category-bulk

Categorizes or uncategorizes up to 100 existing transactions in one call.

Per-row partial success: unresolvable UUIDs or ineligible rows (reviewed, reconciled, pending, attached to bill/invoice/transfer/deposit) appear in `failures` instead of failing the whole batch. Prefer `categoryAccountUuid` (or null to uncategorize). Liabilities physical accounts may create linked transfers; bank/cash Assets physical accounts still return 400 in bulk.

HMAC signature + Bearer access token
Try this request

Request body

categoryAccountUuiduuid

Category account UUID from list accounts, or null to uncategorize.

transactionUuidsarrayrequired

Non-empty array of transaction UUIDs (max 100).

Responses

200Bulk category change processed.
400Empty or oversized transactionUuids array.
401Missing or invalid HMAC signature, expired timestamp, or invalid Bearer token. Troubleshoot
403The credential does not have access to this workspace or resource. Troubleshoot
429Rate limit exceeded (100 requests per minute per clientId). Retry after the Retry-After header. Troubleshoot
PATCHhttps://api.getcount.com/partners/transactions/change-category-bulk
Request
import crypto from 'node:crypto';

const BASE_URL = 'https://api.getcount.com';
const CLIENT_ID = process.env.COUNT_CLIENT_ID;
const CLIENT_SECRET = process.env.COUNT_CLIENT_SECRET;
const ACCESS_TOKEN = process.env.COUNT_ACCESS_TOKEN;

const method = 'PATCH';
const signingPath = '/transactions/change-category-bulk';
const timestamp = Math.floor(Date.now() / 1000).toString();
const body = {
  "categoryAccountUuid": "c3d4e5f6-a7b8-9012-cdef-123456789012",
  "transactionUuids": [
    "b7c8d9e0-f1a2-3456-bcde-678901234567",
    "b7c8d9e0-f1a2-3456-bcde-678901234568"
  ]
};
const bodyString = JSON.stringify(body);

const bodyHash = crypto.createHash('sha256').update(bodyString).digest('hex');
const baseString = `${method}:${signingPath}:${timestamp}:${bodyHash}`;
const signature = crypto.createHmac('sha256', CLIENT_SECRET).update(baseString).digest('hex');

const response = await fetch(`${BASE_URL}/partners/transactions/change-category-bulk`, {
  method,
  headers: {
    'x-client-id': CLIENT_ID,
    'x-timestamp': timestamp,
    'x-signature': signature,
    'Content-Type': 'application/json',
    Authorization: `Bearer ${ACCESS_TOKEN}`,
  },
  body: bodyString,
});

console.log(await response.json());
Response · 200
{
  "status": "success",
  "message": "Bulk category change processed.",
  "data": {
    "successCount": 1,
    "failedCount": 0,
    "failures": [],
    "updatedTransactions": [
      {
        "id": "b7c8d9e0-f1a2-3456-bcde-678901234567",
        "type": "EXPENSE",
        "description": "Office supplies from Amazon",
        "amount": -150,
        "currency": "USD",
        "postedDate": "2026-03-01",
        "authorizedDate": "2026-03-01",
        "notes": "Q1 office supplies",
        "paymentChannel": "online",
        "reviewed": false,
        "excluded": false,
        "pending": false,
        "split": false,
        "accountId": "c8d9e0f1-a2b3-4567-cdef-789012345678",
        "categoryAccountId": "c3d4e5f6-a7b8-9012-cdef-123456789012",
        "vendorId": "d4e5f6a7-b8c9-0123-defa-234567890123",
        "customerId": null,
        "billId": null,
        "invoiceId": null,
        "tags": [
          {
            "id": "e5f6a7b8-c9d0-1234-efab-345678901234",
            "name": "Office"
          }
        ],
        "createdAt": "2026-03-13T08:30:00.000Z",
        "updatedAt": "2026-03-13T08:30:00.000Z"
      }
    ]
  }
}