FinWise API

Update many transactions

Apply the same change to every transaction that matches filters, and get the updated transactions back. With linkedPlannedTransactionId and no linkedOccurrenceDate, each transaction pays the occurrence nearest its own date.

Request body

filtersobjectrequired

Same filters as list transactions.

accountIdnullable string

Single account.

accountIdsnullable array of strings

Several accounts.

transactionCategoryIdsnullable array of strings

Filter by category. Include null for uncategorized.

merchantIdsnullable array of strings

Filter by merchant.

searchnullable string

Search description and merchant name.

fromDatenullable string

Inclusive start date.

toDatenullable string

Inclusive end date.

transactionTypesnullable array of enums

debit and/or credit.

excludeTransfersnullable boolean

Drop internal transfers.

excludeArchivednullable boolean

Drop archived transactions.

excludeParentTransactionsnullable boolean

Drop split parents (keep the children).

hasLinkedPlannedTransactionnullable boolean

true for transactions linked to any planned transaction, false for those linked to none.

linkedPlannedTransactionIdsnullable array of strings

Transactions linked to any of these planned transactions. In the query string of list transactions, the URL's length limit (about 8 KB) allows about 150 ids. The request body of update many transactions takes up to 10,000.

dataobjectrequired

The fields to change, as in update a transaction.

transactionCategoryIdnullable string

Category to assign.

merchantIdnullable string

Merchant to assign.

transactionTagIdsarray of strings

Tag ids to assign.

linkedPlannedTransactionIdnullable string

Planned transaction these pay. It must be one of yours. null unlinks them.

linkedOccurrenceDatenullable string

Which occurrence of the planned transaction this pays, as yyyy-MM-dd. It must be a date the planned transaction falls due, within its activeFrom and endDate, or the request fails with 400. Omitted, the occurrence nearest the transaction's effectiveDate, else its date, is stored. Needs linkedPlannedTransactionId in the same request.

POST/transactions/update

curl https://api.finwiseapp.io/transactions/update \
  -X POST \
  -H "Authorization: Bearer fw_..." \
  -H "Content-Type: application/json" \
  -d '{"filters":{"merchantIds":["d4dd1cbe-d349-4089-ad63-b98921426656"]},"data":{"linkedPlannedTransactionId":"aa1bb2cc-dd3e-4f50-a162-27488990abcd","linkedOccurrenceDate":"2026-03-14"}}'

const response = await fetch('https://api.finwiseapp.io/transactions/update', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer fw_...',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "filters": {
    "merchantIds": [
      "d4dd1cbe-d349-4089-ad63-b98921426656"
    ]
  },
  "data": {
    "linkedPlannedTransactionId": "aa1bb2cc-dd3e-4f50-a162-27488990abcd",
    "linkedOccurrenceDate": "2026-03-14"
  }
}),
})
const data = await response.json()

Response

[
  {
    "id": "9da3aab1-be6c-4e6a-9b03-fd50e9aca541",
    "createdAt": "2026-03-14T14:18:22.304Z",
    "updatedAt": "2026-03-14T14:18:22.304Z",
    "description": "Walmart",
    "originalDescription": "WALMART STORE 1234",
    "accountId": "94d2f962-d4e3-4c99-ab47-8c941cea012a",
    "amount": {
      "amount": -56.12,
      "currencyCode": "USD"
    },
    "date": "2026-03-14T00:00:00.000Z",
    "effectiveDate": null,
    "transactionCategoryId": "a00cb43b-ab06-447c-8aeb-527680b20a50",
    "merchantId": "d4dd1cbe-d349-4089-ad63-b98921426656",
    "parentTransactionId": null,
    "splits": null,
    "isManual": true,
    "isTransfer": null,
    "notes": null,
    "userId": "f472696c-47ac-4873-98cf-2a1069a1cf45",
    "archivedAt": null,
    "needsReview": null,
    "isPending": false,
    "pendingTransactionId": null,
    "linkedPlannedTransactionId": "aa1bb2cc-dd3e-4f50-a162-27488990abcd",
    "linkedOccurrenceDate": "2026-03-14",
    "archiveReason": null,
    "transactionTags": [],
    "fileRecords": []
  }
]