FinWise API

Update a category

Update fields on a category. Omitted fields are left unchanged. To update several at once, send PATCH /transaction-categories an array of {id, data} with these fields in data.

Request body

namenullable string

Category name.

emojinullable string

Emoji.

colornullable string

Hex color.

transactionCategoryGroupIdnullable string

Move the category into a group.

markTransactionsAsTransfersnullable boolean

Treat transactions in this category as transfers.

excludeTransactionsFromBudgetnullable boolean

Exclude this category from budgets and income/expense.

enableRollovernullable boolean

Carry unused budget into the next period. Null follows the user’s rollover preference.

rolloverFromDatenullable string

The budget month rollover counts from, returned as midnight UTC on its 1st. A date (2026-10-01), a month (2026-10), or a date-time with no offset or a non-zero offset (2026-10-01T00:00:00-04:00) is taken as written. Midnight UTC on a 1st names that month. Any other UTC date-time (ending in Z, +00:00 or -00:00) names the month it falls in, in the user’s time zone, or in UTC if they have none. An impossible date, such as 2026-02-31, is a 400.

consolidateInBudgetnullable boolean

Net debits and credits in the budget for this category.

sortIndexnullable number

Display order within the group.

PATCH/transaction-categories/a00cb43b-ab06-447c-8aeb-527680b20a50

curl https://api.finwiseapp.io/transaction-categories/a00cb43b-ab06-447c-8aeb-527680b20a50 \
  -X PATCH \
  -H "Authorization: Bearer fw_..." \
  -H "Content-Type: application/json" \
  -d '{"enableRollover":true,"rolloverFromDate":"2026-10-01"}'

const response = await fetch('https://api.finwiseapp.io/transaction-categories/a00cb43b-ab06-447c-8aeb-527680b20a50', {
  method: 'PATCH',
  headers: {
    Authorization: 'Bearer fw_...',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "enableRollover": true,
  "rolloverFromDate": "2026-10-01"
}),
})
const data = await response.json()

Response

{
  "id": "a00cb43b-ab06-447c-8aeb-527680b20a50",
  "createdAt": "2026-03-14T09:15:16.817Z",
  "updatedAt": "2026-03-14T09:15:16.817Z",
  "name": "Groceries",
  "userId": "f472696c-47ac-4873-98cf-2a1069a1cf45",
  "transactionCategoryGroupId": "b11db54c-bc17-558d-9bfc-638791c31b61",
  "color": "#22c55e",
  "emoji": "🥬",
  "markTransactionsAsTransfers": null,
  "excludeTransactionsFromBudget": null,
  "consolidateInBudget": null,
  "enableRollover": null,
  "rolloverFromDate": null,
  "sortIndex": null
}