Completed 2023-07-24: Deprecation of legacy Account Categories and related features in Assess

On the 24th July 2023, we will be deprecating the legacy version of Account Categories and all related features, including:

On the Assess API

• GET /data/assess/accounts/categories
• GET /data/companies/{companyId}/connections/{connectionId}/assess/accounts/categories
• GET /data/companies/{companyId}/connections/{connectionId}/assess/accounts/{accountId}/categories
• PATCH /data/companies/{companyId}/connections/{connectionId}/assess/accounts/categories
• PATCH /data/companies/{companyId}/connections/{connectionId}/assess/accounts/{accountId}/categories
• GET /data/companies{companyId}/connections/{connectionId}/assess/enhancedBalanceSheet
• GET /data/companies{companyId}/connections/{connectionId}/assess/enhancedProfitandLoss
• GET /data/companies/{companyId}/connections/{connectionId}/assess/financialMetrics
• GET /data/companies/{companyId}/connections/{connectionId}/assess/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.