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PATCH
/
cases
/
{case_id}
/
bank-accounts
/
{account_id}
/
transactions
/
{transaction_id}
Update transaction
curl --request PATCH \
  --url https://api.example.com/v1/cases/{case_id}/bank-accounts/{account_id}/transactions/{transaction_id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "is_flagged": true,
  "notes": "<string>"
}
'
{
  "data": {
    "id": "01K6TX03CJ1T88HRYE78AN7VWX",
    "date": "2025-09-15",
    "posted_date": "2025-09-16",
    "effective_date": "2023-12-25",
    "type": "debit",
    "amount": -150,
    "running_balance": 15080.5,
    "description": "Electric Company Payment",
    "merchant_name": "Springfield Electric Co.",
    "reference_number": "REF-2025-09-15-001",
    "check_number": null,
    "category": "bills",
    "is_recurring": true,
    "is_flagged": false,
    "notes": "<string>",
    "created_at": "2023-11-07T05:31:56Z",
    "updated_at": "2023-11-07T05:31:56Z"
  }
}

Authorizations

​
Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

​
case_id
string
required

Unique case identifier (ULID format).

​
account_id
string
required
​
transaction_id
string
required

Body

application/json
​
category
enum<string>
Available options:
income,
bills,
insurance_premium,
medical,
taxes,
estate_expense,
legal_fee,
funeral_expense,
beneficiary_distribution,
other
​
is_flagged
boolean
​
flag_reason
enum<string>
Available options:
suspicious,
needs_review,
disputed,
estate_related
​
notes
string

Response

Transaction updated.

​
data
object