Update Portfolio Transaction
update_transactionChange one accounting transaction's memo, full tag set, or operation type. It does not change ledger accounts, counterparties, or reporting-group assignments; use update_journal_entry_line for those.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| memo | No | New memo; pass null to clear it | |
| tags | No | Replace the full set of transaction tags | |
| subType | No | New operation sub-type (requires operationType) | |
| timeoutMs | No | Maximum wait time in milliseconds, 1000 to 60000 (default 30000) | |
| portfolioRef | Yes | Portfolio exact name or slug | |
| workspaceRef | Yes | Workspace exact name or slug | |
| operationType | No | New accounting operation type | |
| transactionId | Yes | Portfolio transaction ID | |
| pollIntervalMs | No | Polling interval in milliseconds, 100 to 5000 (default 500) | |
| waitForCompletion | No | When true, poll queued request IDs and include terminal status/final state before returning |