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For imported transactions, we now offer an improved autocategorization set-up (this deprecates what was previously known as "smart categories").

When transactions are imported, they are pre-assigned a category within Plaid's own taxonomy. Ensure all your transactions arrive categorized by mapping your own categories to these predefined ones.

Note: Auto-categorizations are run before rules. This means that any applicable rules that update the category will overwrite your auto-categorizations.

We've improved the experience when relinking to your bank with some helpful tips on how to not lose connection to accounts, causing an 'inactive' or 'not found' state. We've also implemented a way to immediately merge synced accounts when duplicates are detected.

GET /v1/categories and GET /v1/categories/:category_id now return .

New option for GET /v1/categories: . It can either or . If , returns a singular array of categories, ordered alphabetically. If , returns top-level categories (either category groups or categories not part of a category group) in an array. Subcategories are nested within the category group under the property .)

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We improved the user experience around manually refreshing synced accounts!

Trigger a manual refresh of all synced accounts from either the Overview page or the Accounts page. Quickly see when the last time a successful fetch occurred.

You may also view when we last pinged Plaid for updates to your account, and when the latest transactions were imported from the Accounts page:

Visualize your monthly or bi-weekly spending with a daily summary.