Update Transaction
update_transactionUpdate a transaction's details: change amount, merchant name, category, date, notes, goal association, report visibility, or review flag.
Instructions
Update an existing transaction.
Args: transaction_id: ID of the transaction to update (required) amount: New transaction amount merchant_name: New merchant display name shown in Monarch UI - This updates the user-facing name (merchant.name field) - Does NOT change plaidName (original bank statement text, read-only) - Empty strings are ignored by the API - Example: Change "AMZN Mktp US" to "Amazon" category_id: ID of the new category to assign date: New transaction date in YYYY-MM-DD format notes: User notes/memo for this transaction (separate from merchant name) NOTE: This is different from merchant_name - notes: Free-form user memo/annotation (e.g., "Business lunch with client") - merchant_name: The merchant's display name (e.g., "Olive Garden") - Both are editable, but serve different purposes in the UI - Use empty string "" to clear existing notes goal_id: ID of savings goal to associate with this transaction - Use empty string "" to clear goal association hide_from_reports: Whether to hide this transaction from reports/analytics needs_review: Flag transaction as needing review
Field Editability: Editable Fields (can be updated): - amount: Transaction amount - merchant_name: User-facing merchant display name - category_id: Category assignment - date: Transaction date - notes: User memo/notes - goal_id: Goal association - hide_from_reports: Visibility in reports - needs_review: Review flag
Read-Only Fields (cannot be updated):
- id: Transaction ID (immutable)
- plaidName: Original bank statement text (from institution)
- account: Account where transaction occurred
- pending: Pending status (controlled by institution)
- createdAt: Creation timestamp
- isSplitTransaction: Split status (use separate split API)
- attachments: Use separate attachment APIReturns: JSON string with updated transaction details
Common Use Cases: - Change merchant: merchant_name="Starbucks" - Add note: notes="Business expense" - Recategorize: category_id="cat_groceries_123" - Mark for review: needs_review=True - Clear notes: notes=""
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction_id | Yes | ||
| amount | No | ||
| merchant_name | No | ||
| category_id | No | ||
| date | No | ||
| notes | No | ||
| goal_id | No | ||
| hide_from_reports | No | ||
| needs_review | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction | Yes |