Penny Docs
Transactions

Bulk Set Category

POST
/v1/households/{household_id}/transactions/bulk-set-category

Assigns one household category to matching non-deleted transactions, or clears their category when household_finance_category_id is null. The chosen category is protected from automatic overrides, and household rules run again to apply other actions such as adding tags.

Hidden transactions are eligible; split parents and transactions on deleted accounts are excluded. Missing or ineligible transaction IDs are skipped; an invalid category rejects the request. Returns the affected transactions, or transaction_not_found when none match.

Authorization

PersonalApiToken
AuthorizationBearer <token>

Use your personal API token (penny_pat_…) as the bearer credential. Enter the token only; the client adds the Bearer prefix. Read-only tokens permit read requests. Read/write tokens remain limited by your current household membership and role. See https://penny.finance/docs/api#authentication for setup.

In: header

Path Parameters

household_id*Household Id

Request Body

application/json

transaction_ids*array<string>
Items1 <= items <= 1000
household_finance_category_id?string|null

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

application/json

application/json

curl -X POST "https://example.com/v1/households/string/transactions/bulk-set-category" \  -H "Content-Type: application/json" \  -d '{    "transaction_ids": [      "Tx3fJ9mS6vBa"    ]  }'
{  "transactions": [    {      "id": "Tx3fJ9mS6vBa",      "original_name": "BLUE BOTTLE COFFEE #047",      "user_name": "Morning coffee",      "amount": {        "amount": "68.42",        "currency": "USD"      },      "native_amount": {        "amount": "68.42",        "currency": "USD"      },      "lat": 37.7764,      "lon": -122.4231,      "pending": false,      "penny_taxonomy": "FOOD_AND_DRINK_COFFEE",      "account": {        "id": "Ac7kP2mN9qRs",        "mask": "4821",        "name": "Everyday Checking",        "type": "depository",        "current_balance": {          "amount": "68.42",          "currency": "USD"        },        "currency": "USD",        "household_id": "Hh4vK8pQ2sLm",        "user_name": "Daily spending"      },      "household_finance_category": {        "id": "Ct5nR8wY1jFu",        "name": "Coffee & Dining",        "emoji": "☕️",        "category_type": "income",        "group_id": "Cg2mV7pL4zXe"      },      "merchant": {        "id": "Mr9dL3xT6bQa",        "name": "Blue Bottle Coffee",        "website": "https://www.bluebottlecoffee.com/",        "image_url": "https://cdn.penny.finance/merchants/blue-bottle-coffee.png",        "default_image_url": "https://cdn.penny.finance/merchants/default-coffee.png",        "transaction_count": 18      },      "image_url": "https://cdn.penny.finance/merchants/blue-bottle-coffee.png",      "image_kind": "merchant",      "tags": [        {          "id": "Tg8qN1cK5rWd",          "name": "Work meals",          "color": "#6D5BD0"        }      ],      "is_deleted": false,      "is_hidden": false,      "pending_transaction_id": "Tx3fJ9mS6vBa",      "date": "2019-08-24",      "need_review": false,      "possible_duplicate_ids": [        "Tx3fJ9mS6vBa"      ],      "notes": "Coffee with Sam before work",      "created_at": "2019-08-24T14:15:22Z",      "updated_at": "2019-08-24T14:15:22Z",      "name": "Morning coffee",      "split_from_transaction_id": "Tx3fJ9mS6vBa",      "split_child_ids": [        "Tx3fJ9mS6vBa"      ],      "is_recurring": false    }  ]}

Bulk Update Review POST

Sets needreview on matching non-deleted transactions and returns the affected transactions. Set it to false to mark them reviewed, or true to put them back…

List Duplicate Groups GET

Lists groups of visible transactions flagged as possible duplicates. Each group contains at least two transactions with full transaction details for…