update_transaction
Destructive
Correct an existing ledger transaction when the user wants to fix a mistake — a wrong amount, date, category, payee, who paid, or which heir/asset it relates to. Find the transaction's ID with get_transactions first. This is a PARTIAL update: pass transaction_id plus ONLY the fields that change; everything you omit is left as-is. Use this (not a new correcting entry) whenever the user says an amount or detail was wrong. Confirm the correction with the user before calling.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Change the free-text note. | |
| amount | No | Change the positive dollar amount. | |
| heir_id | No | Change the related heir ID (for distributions). | |
| paid_by | No | Change who paid (disbursements). 'individual' means a person paid out of pocket and is owed reimbursement. | |
| asset_id | No | Change the related asset ID. | |
| category | No | Change the category. Must belong to the transaction's direction (same taxonomy as log_transaction). | |
| direction | No | Change the direction. If you change this, also pass a matching category. | |
| estate_id | Yes | The estate to act on. Call list_my_estates first to get this id. | |
| payer_name | No | When paid_by='individual' AND someone other than the user paid, the person's name. Omit if the user themselves paid. | |
| transaction_id | Yes | ID of the transaction to update (from get_transactions). | |
| payee_or_source | No | Change who was paid (money out) or the source (money in). | |
| transaction_date | No | Change the date, as YYYY-MM-DD. |