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latestOpenAPI 3.1.0AGPL-3.0 license2026-07-1210336283.6 KB
Transactions

Update a transaction

Update a transaction for the authenticated team. If there's no change, returns it as it is.

patch/transactions/{id}

Path parameters

idstring uuid required

Transaction ID (UUID).

Transaction ID (UUID).

Request body

namestring

Name/description of the transaction.

amountnumber

Amount of the transaction.

currencystring

Currency of the transaction.

datestring

Date of the transaction (ISO 8601).

bankAccountIdstring

Bank account ID associated with the transaction.

categorySlugstring nullable

Category slug for the transaction.

status'pending' | 'archived' | 'completed' | 'posted' | 'excluded' | 'exported' | 'null' nullable

Status of the transaction.

internalboolean

Whether the transaction is internal.

recurringboolean

Whether the transaction is recurring.

frequency'weekly' | 'monthly' | 'annually' | 'irregular' | 'null' nullable

Recurring frequency of the transaction.

notestring nullable

Note for the transaction.

assignedIdstring nullable

Assigned user ID for the transaction.

taxRatenumber nullable

Tax rate as a percentage (e.g., 25 for 25% VAT). Only set when tax is calculated from a percentage.

taxAmountnumber nullable

Tax amount in the transaction currency. Always set when tax is present.

Response

Transaction updated

idstring uuid required

Unique identifier of the transaction

namestring required

Name or description of the transaction

amountnumber required

Monetary amount of the transaction

taxAmountnumber nullable required

Tax amount of the transaction

taxRatenumber nullable required

Tax rate of the transaction

taxTypestring nullable required

Tax type of the transaction

currencystring required

Currency code of the transaction in ISO 4217 format

counterpartyNamestring nullable required

Name of the counterparty

datestring required

Date and time of the transaction in ISO 8601 format

statusstring required

Current status of the transaction

internalboolean nullable required

Whether the transaction is internal (between own accounts)

recurringboolean nullable required

Whether the transaction is part of a recurring series

manualboolean nullable required

Whether the transaction was created manually (via API/form) rather than imported from bank connections

frequencystring nullable required

Frequency of the recurring transaction if applicable (weekly, monthly, annually, irregular)

isFulfilledboolean required

Whether the transaction has been fulfilled or processed

notestring nullable required

Optional note or memo attached to the transaction

Example response

{
  "id": "b3b7c8e2-1f2a-4c3d-9e4f-5a6b7c8d9e0f",
  "name": "Office Supplies Purchase",
  "amount": 150.75,
  "taxAmount": 15.07,
  "taxRate": 10,
  "taxType": "VAT",
  "currency": "USD",
  "counterpartyName": "Spotify AB",
  "date": "2024-05-01T12:00:00.000Z",
  "category": {
    "id": "office-supplies",
    "name": "Office Supplies",
    "color": "#FF5733",
    "slug": "office-supplies",
    "taxRate": 10,
    "taxType": "VAT"
  },
  "status": "completed",
  "frequency": "monthly",
  "isFulfilled": true,
  "note": "Paid with company credit card for office renovation",
  "account": {
    "id": "a43dc3a5-6925-4d91-ac9c-4c1a34bdb388",
    "name": "Company Credit Card",
    "currency": "USD",
    "connection": {
      "id": "a43dc3a5-6925-4d91-ac9c-4c1a34bdb388",
      "name": "Chase Bank",
      "logoUrl": "https://cdn.midday.ai/logos/chase-bank.png"
    }
  },
  "tags": [
    {
      "id": "b7e2f8c1-3d4a-4e2b-9f1a-2c3d4e5f6a7b",
      "name": "invoice"
    },
    {
      "id": "c8e2f8c1-3d4a-4e2b-9f1a-2c3d4e5f6a7c",
      "name": "travel"
    }
  ],
  "attachments": [
    {
      "id": "b7e2f8c1-3d4a-4e2b-9f1a-2c3d4e5f6a7b",
      "path": [
        "e1f2d3c4-b5a6-7d8e-9f0a-1b2c3d4e5f6a",
        "transactions",
        "9a8b7c6d-5e4f-3a2b-1c0d-9e8f7a6b5c4d",
        "receipt.pdf"
      ],
      "size": 1928716,
      "type": "application/pdf",
      "filename": "receipt.pdf"
    }
  ]
}