update_transaction
Update existing transactions by ID to change category, amount, description, type, or date. Batch mode applies updates to multiple transaction IDs at once.
Instructions
Update one or more existing transactions by ID.
Supports single transaction updates OR a batch list/dict of update items in items.
Use this tool to assign category_id, amount, description, type, or date.
Systematic Categorization Workflow:
Pass a batch list in
itemscontaining{"transaction_id": id, "category_id": cat_id}to categorize multiple transactions at once.
Arguments:
items: Optional list of update dicts. Each dict must include "transaction_id" and optional update fields.
transaction_id: ID of transaction to update (used if items is omitted).
category_id: Integer category ID from list_categories to assign a category.
amount: Optional new monetary amount.
description: Optional new description.
type: Optional new type ('expense' or 'income').
date: Optional new date (YYYY-MM-DD).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | ||
| type | No | ||
| items | No | ||
| amount | No | ||
| category_id | No | ||
| description | No | ||
| transaction_id | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |