---
title: "Update transaction"
method: PATCH
path: "/cases/{case_id}/bank-accounts/{account_id}/transactions/{transaction_id}"
tags: ["Transactions"]
---

# Update transaction

`PATCH /cases/{case_id}/bank-accounts/{account_id}/transactions/{transaction_id}`

## Request

- Base URL: `https://api.example.com/v1`
- URL: `https://api.example.com/v1/cases/{case_id}/bank-accounts/{account_id}/transactions/{transaction_id}`
- Auth: none declared

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

## Request body

- object
  - `category` 'income' | 'bills' | 'insurance_premium' | 'medical' | 'taxes' | 'estate_expense' | 'legal_fee' | 'funeral_expense' | 'beneficiary_distribution' | 'other'
  - `is_flagged` boolean
  - `flag_reason` 'suspicious' | 'needs_review' | 'disputed' | 'estate_related'
  - `notes` string

## Response `200`

Transaction updated.

- object
  - `data` Transaction
    - `id` string
    - `date` string, date
    - `posted_date` string, date, nullable
    - `effective_date` string, date, nullable
    - `type` 'credit' | 'debit' | 'transfer_in' | 'transfer_out' | 'interest' | 'fee' | 'dividend' | 'check' | 'ach' | 'wire' | 'atm' | 'pos' | 'adjustment' | 'estate_distribution'
    - `amount` number, double
    - `running_balance` number, double, nullable
    - `description` string
    - `merchant_name` string, nullable
    - `reference_number` string, nullable
    - `check_number` string, nullable
    - `category` 'income' | 'bills' | 'insurance_premium' | 'medical' | 'taxes' | 'estate_expense' | 'legal_fee' | 'funeral_expense' | 'beneficiary_distribution' | 'other'
    - `is_recurring` boolean
    - `is_flagged` boolean
    - `flag_reason` 'suspicious' | 'needs_review' | 'disputed' | 'estate_related' | 'null', nullable
    - `notes` string, nullable
    - `created_at` string, date-time
    - `updated_at` string, date-time

## Other responses

- `404`: Resource not found.
- `422`: Request validation failed.

---

[API](https://skmtc.dev/hellosunset/apis/sunset-api.md) - [All operations](https://skmtc.dev/hellosunset/apis/sunset-api/llms.txt) - [OpenAPI document](https://skmtc.dev/hellosunset/apis/sunset-api/revisions/f128e5526efe?raw)