HEhellosunset
Transactions

Update transaction

Update transaction notes, categorization, or flagging. Transactions cannot be deleted (audit trail).

patch/cases/{case_id}/bank-accounts/{account_id}/transactions/{transaction_id}

Request

  • Base URL
    https://api.example.com/v1
  • Auth
    none declared

Request body

category'income' | 'bills' | 'insurance_premium' | 'medical' | 'taxes' | 'estate_expense' | 'legal_fee' | 'funeral_expense' | 'beneficiary_distribution' | 'other'
is_flaggedboolean
flag_reason'suspicious' | 'needs_review' | 'disputed' | 'estate_related'
notesstring

Response

Transaction updated.

Example response

{
  "data": {
    "id": "01K6TX03CJ1T88HRYE78AN7VWX",
    "date": "2025-09-15",
    "posted_date": "2025-09-16",
    "type": "debit",
    "amount": -150,
    "running_balance": 15080.5,
    "description": "Electric Company Payment",
    "merchant_name": "Springfield Electric Co.",
    "reference_number": "REF-2025-09-15-001",
    "category": "bills",
    "is_recurring": true
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.