Implement Tink transaction enrichment with merchant data and personal finance category for PFM integration

domain: account-aggregation/Tink · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Complete Tink Link initialization with the transactions:read scope and obtain a Tink user access token via the authorization code exchange flow
  2. Fetch raw transactions from the Tink Transactions API; the response includes a categories field with Tink's taxonomy code and a merchant object with enriched merchant name, MCC, and logo URL when available
  3. Subscribe to the transaction:updated webhook event to receive enrichment updates asynchronously — Tink may enrich a transaction after initial fetch as its enrichment pipeline processes the data
  4. Map Tink's category taxonomy to your own PFM category hierarchy; store the mapping table versioned so future taxonomy changes can be re-applied to historical data
  5. For transactions where merchant enrichment is absent (common for P2P payments and bank fees), implement a fallback rule set based on transaction description pattern matching
  6. Aggregate categorized transaction data by time period to compute budget and spending trend metrics; use Tink's account balance history endpoint to validate that your transaction aggregation matches the account's reported balance

Known gotchas

Related routes

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