FinWise API

Update a transaction

Update a transaction. Omitted fields are left unchanged.

Request body

descriptionstring

Payee / memo.

amountobject

Signed amount.

amountnumber

Numeric amount in that currency.

currencyCodestring

ISO 4217 code, e.g. USD, EUR, ZAR.

transactionCategoryIdnullable string

Category to assign.

merchantIdnullable string

Merchant to assign.

notesnullable string

Free-text notes.

isTransfernullable boolean

Mark as a transfer.

linkedPlannedTransactionIdnullable string

Planned transaction this pays. It must be one of yours. null unlinks it and clears linkedOccurrenceDate.

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. A transaction that stays linked to the same planned transaction keeps its stored date unless you send a new one. Sent alone, it moves the payment to another occurrence of the planned transaction it's already linked to.

PATCH/transactions/9da3aab1-be6c-4e6a-9b03-fd50e9aca541

curl https://api.finwiseapp.io/transactions/9da3aab1-be6c-4e6a-9b03-fd50e9aca541 \
  -X PATCH \
  -H "Authorization: Bearer fw_..." \
  -H "Content-Type: application/json" \
  -d '{"transactionCategoryId":"a00cb43b-ab06-447c-8aeb-527680b20a50","notes":"Weekly shop"}'

const response = await fetch('https://api.finwiseapp.io/transactions/9da3aab1-be6c-4e6a-9b03-fd50e9aca541', {
  method: 'PATCH',
  headers: {
    Authorization: 'Bearer fw_...',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "transactionCategoryId": "a00cb43b-ab06-447c-8aeb-527680b20a50",
  "notes": "Weekly shop"
}),
})
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": "Weekly shop",
  "userId": "f472696c-47ac-4873-98cf-2a1069a1cf45",
  "archivedAt": null,
  "needsReview": null,
  "isPending": false,
  "pendingTransactionId": null,
  "linkedPlannedTransactionId": null,
  "linkedOccurrenceDate": null,
  "archiveReason": null,
  "transactionTags": [],
  "fileRecords": []
}