Update transaction

PUT/api/v1/transactions/{transaction_id}

Update a transaction's description, counterparty, review status and other editable fields. A field that is not listed is rejected with 400, never ignored.

Operation ID: update_transaction·View as markdown·OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

transaction_idstringrequired

Request body

Schema: TransactionUpdateRequest

amountinteger: Amount in cents.
datetimestring · date: Transaction date.
descriptionstring: Transaction description.
counterpartystring: Counterparty / merchant name. Applied to this transaction as a manual rename (the row is then left alone by automatic renaming).
rememberboolean: With counterparty: also save the rename for the business, so its other rows under the same name and future ones show it (the same as bulk_update_counterparty remember=true). Default false renames this transaction only.
metaobject: Metadata JSON object for storing additional transaction details.
categorization_methodstring: How this transaction was categorized: 'ai', 'rules' (a bank rule), 'similarity', 'transfer_between_accounts', 'uncategorized', 'user', 'historical', 'global_pattern', 'merchant', 'pfc', 'account_type', or 'counterparty_default'.
posted_statusstring: Posting status: 'not_posted', 'posted', or 'deleted'.
review_statusstring: Review status: 'unreviewed' or 'reviewed'.
opposing_line_entry_idsarray · string: UUIDs of opposing line entries for double-entry accounting.
personalboolean: Mark as personal expense (not business-related).
journal_entry_idstring: UUID of linked journal entry for categorization.
external_source_account_idstring: External source account ID.
ledger_idstring: UUID of the ledger (bank account) this transaction belongs to.
reconciledboolean: Mark transaction as reconciled with bank statement.
invoice_idstring: UUID of linked invoice (for payment transactions).

Responses

200Successful Response

Schema: SuccessEnvelope_TransactionResponse_

successboolean
messagestring
codestring
dataTransactionResponse

400Bad Request - Invalid input

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

401Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

403Forbidden - Insufficient permissions

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

404Not Found - Resource does not exist

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

422Validation Error

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

Code samples

PUT/api/v1/transactions/{transaction_id}

bash

curl -X PUT 'https://api.ondayzero.com/api/v1/transactions/{transaction_id}' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "description": "Updated: Office supplies - Staples receipt #12345",
  "reconciled": true,
  "review_status": "reviewed"
}'