API Documentation

Integrate AI-powered transaction categorization into Excel, Google Sheets, or your own applications.

Get Started in Minutes

Create an account, generate an API key, and start categorizing. New accounts get 100 free credits.

Base URL

https://traceentry.com/api/v1

Authentication

Include your API key in the X-API-Key header.

Header

X-API-Key: te_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Security: Never expose your API key in client-side code.

Credits & Pricing

The API uses your account credits — same as the web interface.

Endpoint	Cost
/v1/categorize	1 credit per request
/v1/categorize/batch	1 credit per unique vendor

Batch is cost-effective: 500 transactions with 50 unique vendors = 50 credits (not 500).

Single Transaction

POST /v1/categorize

Request

JSON

{
  "description": "CHEVRON #12345 BOISE ID",
  "amount": -45.67,
  "industry": "general"
}

Response

JSON

{
  "vendor": "Chevron",
  "category": "Car and Truck Expenses",
  "business_classification": "Clearly Business",
  "confidence": 0.95,
  "credits_used": 1,
  "credits_remaining": 99
}

Parameters

Field	Required	Description
description	Yes	Transaction description from bank
amount	No	Amount (negative for expenses)
date	No	Date (YYYY-MM-DD)
industry	No	Industry template (default: "general")

Batch Transactions

POST /v1/categorize/batch

Request

JSON

{
  "transactions": [
    {"id": "1", "description": "CHEVRON #12345", "amount": -45.67},
    {"id": "2", "description": "DUTCH BROS", "amount": -6.50},
    {"id": "3", "description": "CHEVRON #999", "amount": -52.00}
  ],
  "industry": "general"
}

Response

JSON

{
  "results": [
    {"id": "1", "vendor": "Chevron", "category": "Car and Truck Expenses", "confidence": 0.95},
    {"id": "2", "vendor": "Dutch Bros", "category": "Meals", "confidence": 0.92},
    {"id": "3", "vendor": "Chevron", "category": "Car and Truck Expenses", "confidence": 0.95}
  ],
  "summary": {
    "total_transactions": 3,
    "unique_vendors": 2,
    "credits_used": 2
  }
}

Note: 3 transactions, but only 2 credits used (2 unique vendors).

Check Credits

GET /v1/credits

Response

{
  "credits": 500,
  "has_accounts": true,
  "account_count": 45
}

Error Codes

Code	Description
200	Success
400	Bad Request — Invalid parameters
401	Unauthorized — Invalid API key
402	Payment Required — Insufficient credits
429	Rate limit exceeded (100/min single, 10/min batch)
500	Server error

Excel Add-in

Categorize transactions directly in Excel with our VBA macro.

1 Download TraceEntry.bas
2 In Excel, press Alt+F11 → Insert → Module
3 Paste the code and replace te_YOUR_API_KEY_HERE with your key
4 Select cells and run CategorizeRange

Macro	Description
CategorizeCell	Single cell
CategorizeRange	Selected range (batch)
CategorizeTable	Table with headers
CheckCredits	Show credit balance

Note: Requires Windows Excel 2016+. Mac not currently supported.