Transactions

Update transaction

Updates one or more dashboard-editable fields. Send any non-empty subset of merchant, category_id, department_id, accounting_date, and spread.

All requested fields are applied atomically in a stable server-defined order; JSON object key order has no effect. If any change fails, none are applied.

Set department_id, accounting_date, or spread to null to remove the assignment, accounting-date override, or spread. Accounting-date removal restores the transaction date. A resulting accounting date cannot precede the company’s incorporation date. When that date is unavailable, the lower bound is two years before the server’s current date. The date must also be earlier than three years after the server’s current date. Transaction eligibility rules still apply.

PATCH

transactions

{id}

Update transaction

curl --request PATCH \
  --url https://app.finta.com/api/v1/transactions/{id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "merchant": "Amazon Web Services",
  "accounting_date": "2026-02-28"
}
'

import requests

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

payload = {
    "merchant": "Amazon Web Services",
    "accounting_date": "2026-02-28"
}
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({merchant: 'Amazon Web Services', accounting_date: '2026-02-28'})
};

fetch('https://app.finta.com/api/v1/transactions/{id}', 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}",
  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([
    'merchant' => 'Amazon Web Services',
    'accounting_date' => '2026-02-28'
  ]),
  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}"

	payload := strings.NewReader("{\n  \"merchant\": \"Amazon Web Services\",\n  \"accounting_date\": \"2026-02-28\"\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}")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"merchant\": \"Amazon Web Services\",\n  \"accounting_date\": \"2026-02-28\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"merchant\": \"Amazon Web Services\",\n  \"accounting_date\": \"2026-02-28\"\n}"

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

{
  "id": "txn_a1b2c3d4e5f6g7",
  "object": "transaction",
  "date": "2026-02-15",
  "accounting_date": "2026-02-15",
  "amount_cents": -49900,
  "currency": "USD",
  "merchant": "AWS",
  "description": null,
  "categorized": true,
  "category_id": "cat_v5e6f7g8h9i0j1",
  "category_name": "Software",
  "department_id": "dept_d4e5f6g7h8i9j0",
  "department_name": "Engineering",
  "transaction_type": "standard",
  "source": {
    "vendor": "mercury",
    "type": "bank",
    "account_name": "Mercury Checking"
  },
  "status": "approved",
  "spread": null,
  "transfer_id": null,
  "created": 1771183600
}

Authorizations

Authorization

string

header

required

API key prefixed with finta_

Path Parameters

string

required

Transaction ID with txn_ prefix.

Pattern: ^txn_

Body

application/json

merchant

string

New merchant or payee name.

Minimum string length: 1

Example:

"Amazon Web Services"

category_id

string

Selectable category ID with cat_ prefix.

Pattern: ^cat_

Example:

"cat_v5e6f7g8h9i0j1"

department_id

string | null

Assignable department ID with dept_ prefix, or null to remove the department.

Pattern: ^dept_

Example:

"dept_d4e5f6g7h8i9j0"

accounting_date

string<date> | null

Accounting date override, or null to restore the transaction date. The resulting date must be on or after the company's incorporation date, falling back to two years before the server's current date when incorporation date is unavailable. It must be earlier than three years after the server's current date.

Example:

"2026-02-28"

spread

integer | null

Number of months to spread the transaction over, or null to remove its spread.

Required range: x >= 1

Example:

12

Response

The updated transaction

string

required

Unique identifier with txn_ prefix.

Example:

"txn_abc123"

object

enum<string>

required

Available options:

transaction

date

string<date>

required

Transaction date.

Example:

"2026-02-15"

accounting_date

string<date> | null

required

Date used for accounting and financial reports. Defaults to date unless overridden.

Example:

"2026-02-15"

amount_cents

integer

required

Transaction amount in cents. Positive for income, negative for expenses. Divide by 100 to get the dollar amount.

Example:

-49900

currency

string

required

ISO 4217 currency code.

Example:

"USD"

categorized

boolean

required

Whether the transaction has been categorized. False when assigned to Uncategorized Income or Uncategorized Expenses. Note that category_id is still present for uncategorized transactions.

department_id

string | null

required

Prefixed ID of the assigned department.

Example:

"dept_d4e5f6g7h8i9j0"

department_name

string | null

required

Name of the assigned department.

Example:

"Engineering"

transaction_type

enum<string>

required

Type of transaction: standard (normal), transfer (matched transfer between accounts), or split (parent of split children).

Available options:

standard,

transfer,

split

source

object

required

Where the transaction originated.

Show child attributes

status

enum<string>

required

Approval status of the transaction.

Available options:

approved,

pending

created

integer

required

Unix timestamp of when the transaction was created.

Example:

1771183600

merchant

string | null

Merchant or payee name.

Example:

"AWS"

description

string | null

Description provided by the bank or payment processor. Null when not available.

Example:

null

category_id

string | null

Prefixed ID of the assigned category.

Example:

"cat_v5e6f7g8h9i0j1"

category_name

string | null

Name of the assigned category.

Example:

"Software"

spread

integer | null

Number of months this transaction is spread over, or null if not spread.

Example:

null

transfer_id

string | null

Prefixed ID of the associated transfer, or null if not a transfer.

Example:

null

Update transaction

curl --request PATCH \
  --url https://app.finta.com/api/v1/transactions/{id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "merchant": "Amazon Web Services",
  "accounting_date": "2026-02-28"
}
'

import requests

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

payload = {
    "merchant": "Amazon Web Services",
    "accounting_date": "2026-02-28"
}
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({merchant: 'Amazon Web Services', accounting_date: '2026-02-28'})
};

fetch('https://app.finta.com/api/v1/transactions/{id}', 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}",
  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([
    'merchant' => 'Amazon Web Services',
    'accounting_date' => '2026-02-28'
  ]),
  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}"

	payload := strings.NewReader("{\n  \"merchant\": \"Amazon Web Services\",\n  \"accounting_date\": \"2026-02-28\"\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}")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"merchant\": \"Amazon Web Services\",\n  \"accounting_date\": \"2026-02-28\"\n}")
  .asString();

require 'uri'
require 'net/http'

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

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  \"merchant\": \"Amazon Web Services\",\n  \"accounting_date\": \"2026-02-28\"\n}"

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

{
  "id": "txn_a1b2c3d4e5f6g7",
  "object": "transaction",
  "date": "2026-02-15",
  "accounting_date": "2026-02-15",
  "amount_cents": -49900,
  "currency": "USD",
  "merchant": "AWS",
  "description": null,
  "categorized": true,
  "category_id": "cat_v5e6f7g8h9i0j1",
  "category_name": "Software",
  "department_id": "dept_d4e5f6g7h8i9j0",
  "department_name": "Engineering",
  "transaction_type": "standard",
  "source": {
    "vendor": "mercury",
    "type": "bank",
    "account_name": "Mercury Checking"
  },
  "status": "approved",
  "spread": null,
  "transfer_id": null,
  "created": 1771183600
}

API Reference

Company

Team

Categories

Departments

Integrations

Aggregations

Transactions

Journal Entries

Parties

Reports

Update transaction

Authorizations

Path Parameters

Body

Response