> ## Documentation Index > Fetch the complete documentation index at: https://api.hellosunset.com/llms.txt > Use this file to discover all available pages before exploring further. # Update transaction > Update transaction notes, categorization, or flagging. Transactions cannot be deleted (audit trail). ## OpenAPI ````yaml PATCH /cases/{case_id}/bank-accounts/{account_id}/transactions/{transaction_id} openapi: 3.1.0 info: title: Sunset API description: > Estate and probate management platform API. Manage cases, track assets, handle bank accounts, and navigate probate proceedings across all US states and counties. ## Key Features - **Full Estate Lifecycle** — Case creation through final asset distribution - **Identity Verification** — Verify deceased (SSDI, vital records) and executor (government ID, KBA) identity - **Real Estate Valuations** — Automated property valuations with comparable sales and lien tracking - **Communication Tools** — Recorded phone calls, emails, faxes, and online notarization - **Probate Reference Data** — Requirements for all 50 states, DC, and US territories - **Multi-Estate Management** — Pro and Enterprise tiers for managing multiple cases ## API Quality - **Idempotency** — `Idempotency-Key` header on all POST endpoints to prevent duplicate operations - **Rate Limiting** — Tiered rate limits (Pro: 300/min, Enterprise: 1,000/min) - **Conditional Requests** — ETag support with `If-None-Match` and `If-Match` headers - **Request Tracing** — `X-Request-Id` header on every response - **Cursor Pagination** — Optional cursor-based pagination for high-volume resources - **JSON Merge Patch** — All PATCH endpoints use JSON Merge Patch semantics (RFC 7396) version: 1.0.0 contact: name: Sunset API Support servers: - url: https://api.example.com/v1 description: Production - url: https://staging-api.example.com/v1 description: Staging security: [] tags: - name: Cases description: Estate/probate case management - name: Deceased description: Deceased person information - name: Executor description: Estate executor information - name: Authority description: Authority verification - name: EIN description: Employer Identification Number - name: Financial Accounts description: Estate financial accounts and assets - name: Documents description: Case document management - name: Searches description: Asset and background searches - name: Persons description: Interested persons and beneficiaries - name: Goals description: Estate management goals - name: Bank Accounts description: Bank account management - name: Signers description: Bank account holders and signers - name: Transactions description: Bank account transactions - name: Recurring Payments description: Recurring payments and deposits - name: Account Beneficiaries description: POD/TOD beneficiary designations - name: Statements description: Bank account statements - name: Balance History description: Historical balance snapshots - name: Probate Reference description: State and county probate reference data - name: Probate Forms description: State-level probate forms - name: Probate Case description: Case-level probate tracking - name: Probate Deadlines description: Probate deadlines and due dates - name: Probate Filings description: Court filings - name: Creditor Claims description: Creditor claims against the estate - name: Distributions description: Beneficiary distributions - name: Pro Users description: Pro user multi-estate management - name: Collaborators description: Multi-user collaboration and estate sharing - name: Closure description: Estate closure steps and status tracking - name: Institution Contacts description: Financial institution contact information and departments - name: Phone Calls description: Twilio-powered phone calls with recording and summarization - name: Emails description: Email tool for sending forms and attachments - name: Notarization description: DocuSign-powered online notarization - name: Faxes description: One-click fax sending with receipts - name: Identity Verification description: Verify deceased and executor identity - name: Real Estate Valuations description: Automated property valuations and tax assessments - name: Life Insurance description: Life insurance policies and claims - name: Credit Cards & Debts description: Credit cards, loans, and debt management - name: Retirement Accounts description: 401(k), IRA, pension, and retirement account management - name: Investment Accounts description: Brokerage, stocks, bonds, and investment accounts - name: Real Estate Properties description: Real estate ownership, titles, and property management - name: Unclaimed Property description: Unclaimed property search and claims - name: Vehicles description: Vehicles, boats, and titled property - name: Business Ownership description: Business entities, ownership interests, and succession paths: /cases/{case_id}/bank-accounts/{account_id}/transactions/{transaction_id}: parameters: - $ref: '#/components/parameters/CaseId' - name: account_id in: path required: true schema: type: string - name: transaction_id in: path required: true schema: type: string patch: tags: - Transactions summary: Update transaction description: >- Update transaction notes, categorization, or flagging. Transactions cannot be deleted (audit trail). operationId: updateTransaction requestBody: required: true content: application/json: schema: type: object properties: category: type: string enum: - income - bills - insurance_premium - medical - taxes - estate_expense - legal_fee - funeral_expense - beneficiary_distribution - other is_flagged: type: boolean flag_reason: type: string enum: - suspicious - needs_review - disputed - estate_related notes: type: string responses: '200': description: Transaction updated. content: application/json: schema: type: object properties: data: $ref: '#/components/schemas/Transaction' '404': $ref: '#/components/responses/NotFound' '422': $ref: '#/components/responses/ValidationError' components: parameters: CaseId: name: case_id in: path required: true schema: type: string description: Unique case identifier (ULID format). example: 01K5WF06MJ6T99HRYE78AN7XM8 schemas: Transaction: type: object properties: id: type: string example: 01K6TX03CJ1T88HRYE78AN7VWX date: type: string format: date example: '2025-09-15' posted_date: type: - string - 'null' format: date example: '2025-09-16' effective_date: type: - string - 'null' format: date type: type: string enum: - credit - debit - transfer_in - transfer_out - interest - fee - dividend - check - ach - wire - atm - pos - adjustment - estate_distribution example: debit amount: type: number format: double example: -150 running_balance: type: - number - 'null' format: double example: 15080.5 description: type: string example: Electric Company Payment merchant_name: type: - string - 'null' example: Springfield Electric Co. reference_number: type: - string - 'null' example: REF-2025-09-15-001 check_number: type: - string - 'null' example: null category: type: string enum: - income - bills - insurance_premium - medical - taxes - estate_expense - legal_fee - funeral_expense - beneficiary_distribution - other example: bills is_recurring: type: boolean example: true is_flagged: type: boolean example: false flag_reason: type: - string - 'null' enum: - suspicious - needs_review - disputed - estate_related - null notes: type: - string - 'null' created_at: type: string format: date-time updated_at: type: string format: date-time Error: type: object required: - error properties: error: type: object properties: code: type: string example: validation_error message: type: string example: The request body contains invalid fields. details: type: array items: type: object properties: field: type: string message: type: string responses: NotFound: description: Resource not found. content: application/json: schema: $ref: '#/components/schemas/Error' example: error: code: not_found message: The requested resource was not found. ValidationError: description: Request validation failed. content: application/json: schema: $ref: '#/components/schemas/Error' example: error: code: validation_error message: The request body contains invalid fields. details: - field: email message: Must be a valid email address. ````