On the 24th July 2023, we will be deprecating the legacy version of Account Categories and all related features, including:
On the Lending API
- GET /data/lending/accounts/categories
- GET /data/companies/{companyId}/connections/{connectionId}/lending/accounts/categories
- GET /data/companies/{companyId}/connections/{connectionId}/lending/accounts/{accountId}/categories
- PATCH /data/companies/{companyId}/connections/{connectionId}/lending/accounts/categories
- PATCH /data/companies/{companyId}/connections/{connectionId}/lending/accounts/{accountId}/categories
- GET /data/companies{companyId}/connections/{connectionId}/lending/enhancedBalanceSheet
- GET /data/companies{companyId}/connections/{connectionId}/lending/enhancedProfitandLoss
- GET /data/companies/{companyId}/connections/{connectionId}/lending/financialMetrics
- GET /data/companies/{companyId}/connections/{connectionId}/lending/accountingMetrics/marketing
Assess in the Portal
- Profit and Loss
- Balance Sheet
- Marketing
- Categorize accounts (Version 2 only)
Accounting API in the Portal
- Accounts > Categorize accounts
Data export to Excel
The following sheets only:
- Account Categories
- Categorized Account Balances
Action required
Explore alternative options you can use in our Migration Guide`
Expected impact if no action is taken
After the 24th July 2023, the deprecated endpoints will no longer work, the portal screens will be removed and Account Categories features will be removed from the data export to Excel.
Update: July 24, 2023
Deprecation compelted
Update: July 13, 2023
Deprecation date has changed
We have extended the deprecation date from July 10th, 2023 to July 24th, 2023. On that date, the features listed below will no longer be available.