Overview
The Categories API provides read-only access to transaction categories. Categories help organize transactions and trades into logical groups for budgeting and reporting. Categories can be hierarchical with parent categories and subcategories.- List
- Get
List categories
Query parameters
Page number for pagination
Number of categories per page (max 100)
Filter by classification:
income or expenseIf true, only return root categories (no parent)
Filter by parent category ID (returns only subcategories)
Response
Array of category objects
Pagination metadata
Category hierarchy
Parent and subcategories
Categories can have a two-level hierarchy:- Root categories: Top-level categories with no parent
- Subcategories: Child categories that belong to a parent
Filtering by hierarchy
To work with category hierarchies:Get only root categories
Get subcategories of a parent
Category properties
Classification
Categories are classified as either:- income: For income transactions (salary, interest, etc.)
- expense: For expense transactions (most transaction categories)
Display properties
- color: Hex color code for consistent UI display across your application
- icon: Lucide icon name for visual representation
- name: Human-readable category name
Common expense categories
| Category | Icon | Use case |
|---|---|---|
| Food & Drink | utensils | Restaurants, dining |
| Groceries | shopping-bag | Grocery shopping |
| Shopping | shopping-cart | Retail purchases |
| Transportation | bus | Gas, parking, transit |
| Travel | plane | Hotels, flights |
| Entertainment | drama | Movies, events |
| Healthcare | pill | Medical expenses |
| Utilities | lightbulb | Electric, water, internet |
| Mortgage / Rent | home | Housing payments |
| Insurance | shield | Insurance premiums |
Read-only resource
Categories are read-only through the API. Category management (creating, updating, and deleting) is handled through the Sure web interface to maintain data consistency and integrity across your workspace. To assign a category to a transaction or trade, use thecategory_id field when creating or updating those resources.
Error responses
Error code identifier
Human-readable error description