Transactions

Update split

Replaces every line of a split, the same as editing a split in the Finta app. The body is the same as splitting a transaction: send all the lines the split should have, including ones that don’t change, since lines have no IDs to update one at a time. Their signed amount_cents must add up exactly to the transaction’s. The old lines are deleted and the new ones saved in one step, so a refused update changes nothing.

Each line is set only from what it’s sent with. A split transaction has no department of its own, so a line without department_id has none; send each line’s department again. A line without merchant takes the transaction’s, and a line without spread isn’t spread. An income or expense line without accounting_date takes the one the split’s income and expense lines had. If they had different ones, send each income or expense line’s accounting_date, or the update is refused (invalid_request).

Only a split by category can be updated; department splits and payroll splits are changed in the Finta app. Requires Transactions: Manage.

PATCH

transactions

{id}

split

Update split

curl --request PATCH \
  --url https://app.finta.com/api/v1/transactions/{id}/split \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "lines": [
    {
      "amount_cents": -70000,
      "category_id": "cat_v5e6f7g8h9i0j1",
      "merchant": "Figma",
      "department_id": "dept_d4e5f6g7h8i9j0",
      "spread": 12
    },
    {
      "amount_cents": -30000,
      "category_id": "cat_k1l2m3n4o5p6q7"
    }
  ]
}
'

import requests

url = "https://app.finta.com/api/v1/transactions/{id}/split"

payload = { "lines": [
        {
            "amount_cents": -70000,
            "category_id": "cat_v5e6f7g8h9i0j1",
            "merchant": "Figma",
            "department_id": "dept_d4e5f6g7h8i9j0",
            "spread": 12
        },
        {
            "amount_cents": -30000,
            "category_id": "cat_k1l2m3n4o5p6q7"
        }
    ] }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    lines: [
      {
        amount_cents: -70000,
        category_id: 'cat_v5e6f7g8h9i0j1',
        merchant: 'Figma',
        department_id: 'dept_d4e5f6g7h8i9j0',
        spread: 12
      },
      {amount_cents: -30000, category_id: 'cat_k1l2m3n4o5p6q7'}
    ]
  })
};

fetch('https://app.finta.com/api/v1/transactions/{id}/split', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.finta.com/api/v1/transactions/{id}/split",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'lines' => [
        [
                'amount_cents' => -70000,
                'category_id' => 'cat_v5e6f7g8h9i0j1',
                'merchant' => 'Figma',
                'department_id' => 'dept_d4e5f6g7h8i9j0',
                'spread' => 12
        ],
        [
                'amount_cents' => -30000,
                'category_id' => 'cat_k1l2m3n4o5p6q7'
        ]
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.finta.com/api/v1/transactions/{id}/split"

	payload := strings.NewReader("{\n  \"lines\": [\n    {\n      \"amount_cents\": -70000,\n      \"category_id\": \"cat_v5e6f7g8h9i0j1\",\n      \"merchant\": \"Figma\",\n      \"department_id\": \"dept_d4e5f6g7h8i9j0\",\n      \"spread\": 12\n    },\n    {\n      \"amount_cents\": -30000,\n      \"category_id\": \"cat_k1l2m3n4o5p6q7\"\n    }\n  ]\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://app.finta.com/api/v1/transactions/{id}/split")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"lines\": [\n    {\n      \"amount_cents\": -70000,\n      \"category_id\": \"cat_v5e6f7g8h9i0j1\",\n      \"merchant\": \"Figma\",\n      \"department_id\": \"dept_d4e5f6g7h8i9j0\",\n      \"spread\": 12\n    },\n    {\n      \"amount_cents\": -30000,\n      \"category_id\": \"cat_k1l2m3n4o5p6q7\"\n    }\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.finta.com/api/v1/transactions/{id}/split")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"lines\": [\n    {\n      \"amount_cents\": -70000,\n      \"category_id\": \"cat_v5e6f7g8h9i0j1\",\n      \"merchant\": \"Figma\",\n      \"department_id\": \"dept_d4e5f6g7h8i9j0\",\n      \"spread\": 12\n    },\n    {\n      \"amount_cents\": -30000,\n      \"category_id\": \"cat_k1l2m3n4o5p6q7\"\n    }\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "object": "list",
  "url": "/api/v1/transactions/splits",
  "has_more": true,
  "next_cursor": "<string>",
  "data": [
    {
      "object": "transaction_split",
      "transaction_id": "<string>",
      "date": "2023-12-25",
      "accounting_date": "2023-12-25",
      "amount_cents": 123,
      "currency": "USD",
      "merchant": "<string>",
      "category_id": "<string>",
      "category_name": "<string>",
      "department_id": "<string>",
      "department_name": "<string>",
      "spread": 123
    }
  ]
}

Authorizations

Authorization

string

header

required

API key prefixed with finta_

Path Parameters

string

required

Transaction ID with txn_ prefix.

Pattern: ^txn_

Body

application/json

lines

object[]

required

The lines, which the response lists in this order. Their signed amount_cents must add up exactly to the transaction's.

Required array length: 2 - 100 elements

Show child attributes

Response

The split's new lines, in the order they were sent: the same list GET /transactions/splits returns for this transaction.

object

enum<string>

required

Available options:

list

url

string

required

Example:

"/api/v1/transactions/splits"

has_more

boolean

required

Always false. Every line is returned.

next_cursor

string | null

required

Always null.

data

object[]

required

Show child attributes

Update split

curl --request PATCH \
  --url https://app.finta.com/api/v1/transactions/{id}/split \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "lines": [
    {
      "amount_cents": -70000,
      "category_id": "cat_v5e6f7g8h9i0j1",
      "merchant": "Figma",
      "department_id": "dept_d4e5f6g7h8i9j0",
      "spread": 12
    },
    {
      "amount_cents": -30000,
      "category_id": "cat_k1l2m3n4o5p6q7"
    }
  ]
}
'

import requests

url = "https://app.finta.com/api/v1/transactions/{id}/split"

payload = { "lines": [
        {
            "amount_cents": -70000,
            "category_id": "cat_v5e6f7g8h9i0j1",
            "merchant": "Figma",
            "department_id": "dept_d4e5f6g7h8i9j0",
            "spread": 12
        },
        {
            "amount_cents": -30000,
            "category_id": "cat_k1l2m3n4o5p6q7"
        }
    ] }
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    lines: [
      {
        amount_cents: -70000,
        category_id: 'cat_v5e6f7g8h9i0j1',
        merchant: 'Figma',
        department_id: 'dept_d4e5f6g7h8i9j0',
        spread: 12
      },
      {amount_cents: -30000, category_id: 'cat_k1l2m3n4o5p6q7'}
    ]
  })
};

fetch('https://app.finta.com/api/v1/transactions/{id}/split', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.finta.com/api/v1/transactions/{id}/split",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'lines' => [
        [
                'amount_cents' => -70000,
                'category_id' => 'cat_v5e6f7g8h9i0j1',
                'merchant' => 'Figma',
                'department_id' => 'dept_d4e5f6g7h8i9j0',
                'spread' => 12
        ],
        [
                'amount_cents' => -30000,
                'category_id' => 'cat_k1l2m3n4o5p6q7'
        ]
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.finta.com/api/v1/transactions/{id}/split"

	payload := strings.NewReader("{\n  \"lines\": [\n    {\n      \"amount_cents\": -70000,\n      \"category_id\": \"cat_v5e6f7g8h9i0j1\",\n      \"merchant\": \"Figma\",\n      \"department_id\": \"dept_d4e5f6g7h8i9j0\",\n      \"spread\": 12\n    },\n    {\n      \"amount_cents\": -30000,\n      \"category_id\": \"cat_k1l2m3n4o5p6q7\"\n    }\n  ]\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://app.finta.com/api/v1/transactions/{id}/split")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"lines\": [\n    {\n      \"amount_cents\": -70000,\n      \"category_id\": \"cat_v5e6f7g8h9i0j1\",\n      \"merchant\": \"Figma\",\n      \"department_id\": \"dept_d4e5f6g7h8i9j0\",\n      \"spread\": 12\n    },\n    {\n      \"amount_cents\": -30000,\n      \"category_id\": \"cat_k1l2m3n4o5p6q7\"\n    }\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.finta.com/api/v1/transactions/{id}/split")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"lines\": [\n    {\n      \"amount_cents\": -70000,\n      \"category_id\": \"cat_v5e6f7g8h9i0j1\",\n      \"merchant\": \"Figma\",\n      \"department_id\": \"dept_d4e5f6g7h8i9j0\",\n      \"spread\": 12\n    },\n    {\n      \"amount_cents\": -30000,\n      \"category_id\": \"cat_k1l2m3n4o5p6q7\"\n    }\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "object": "list",
  "url": "/api/v1/transactions/splits",
  "has_more": true,
  "next_cursor": "<string>",
  "data": [
    {
      "object": "transaction_split",
      "transaction_id": "<string>",
      "date": "2023-12-25",
      "accounting_date": "2023-12-25",
      "amount_cents": 123,
      "currency": "USD",
      "merchant": "<string>",
      "category_id": "<string>",
      "category_name": "<string>",
      "department_id": "<string>",
      "department_name": "<string>",
      "spread": 123
    }
  ]
}

API Reference

Taxes

Files

Company

Plans & billing

Team

Categories

Rules

Departments

Integrations

Aggregations

Transactions

Forms

Journal Entries

Invoices

Parties

Reports

Feedback

Tax Credits

Update split

Authorizations

Path Parameters

Body

Response