# updateTransaction

updateTransaction — partially updates a transaction using field masks.

Last updated October 2, 2026

## Reference

Authentication: **bearer token required** (see [how to get a token](https://financesavi.com/developers/authentication#get-a-token))

```
updateTransaction — partially updates a transaction using field masks.

Authentication: Required (Bearer token). User must be account owner or collaborator,
with OWNER or COOWNER role if a role is assigned.

Parameters:
- transactionId (string, required): ID of the transaction to update
- transaction (object, required): Fields to update (all optional)
  - accountId (string): Destination account ID for moving a manual transaction. The accountId field must also be included in transactionFieldMasks. Transactions with source BANK_INTEGRATION cannot be moved between accounts. Destination-account authorization is enforced.
  - name (string): New display name
  - amount (float): New amount in smallest denomination
  - category (string): Top-level category (auto-resolves categoryId if not provided)
  - categoryId (string): v2 category ID
  - incomeCategory (string): Income sub-category
  - expenseCategory (string): Expense sub-category
  - subcategory (string): Sub-category label
  - vendorId (string): Vendor ID
  - vendorName (string): Vendor display name
  - description (string): Notes
  - transactedAt (string): ISO 8601 datetime
  - isPending (bool): Pending flag
  - inReview (bool): In-review flag
  - fileIds ([string]): Attached file IDs (replaces existing)
  - tagIds ([string]): Attached tag IDs (replaces existing)
  - cronExpression (string): Recurrence cron expression
  - endDate (string): ISO 8601 recurrence end date
  - isExcludedFromAnalytics (bool): Exclude from analytics
  - lineItems ([{id, name, amount}]): Line items (replaces existing)
  - oneOffSplitParticipants ([{id?, name, amount}]): Freeform Split With Others rows reconciled by persisted row id. Omit id to add a new row.
  - deletedOneOffSplitParticipants ([string]): Persisted split row ids to delete
- transactionFieldMasks (array, required unless lines are sent): Array of {path} objects specifying which fields to update
- lines ([{id?, accountRef: {kind, id}, side, amount, memo?}], optional): Replaces a JOURNAL entry's lines; debits must equal credits. Requires ledgerVersion.
- ledgerVersion (int, required with lines): The entry's current ledgerVersion. A stale version fails with "journal entry changed; reload and retry".

JOURNAL entries accept field masks only for name, description, transactedAt, fileIds, tagIds and isExcludedFromAnalytics; their account, amount and category derive from their lines. isExcludedFromAnalytics on a JOURNAL entry is stored as journalExcludedFromAnalytics, because analytics read the entry through its category lines. Each lines edit records a revision reversing the previous lines.
For a transfer with a destination account (toAccountId), changing amount scales the destination amount by the same ratio.

Returns:
- transactionId (string): ID of the updated transaction
```

## updateTransaction request

POST https://api-v2.financesavi.com/rpc · Bearer token required

### cURL

```bash
curl -sS --max-time 30 -X POST 'https://api-v2.financesavi.com/rpc' \
  -H 'Content-Type: application/json' \
  -H "Authorization: Bearer $SAVI_TOKEN" \
  -d '{"jsonrpc":"2.0","method":"updateTransaction","params":{"transactionId":"tx_9bLm4Rt7Yc","transaction":{"name":"Morning coffee"},"transactionFieldMasks":[{"path":"name"}]},"id":1}'
```

### JavaScript

```javascript
const response = await fetch("https://api-v2.financesavi.com/rpc", {
  method: 'POST',
  signal: AbortSignal.timeout(30_000),
  headers: {
    'Content-Type': 'application/json',
    Authorization: `Bearer ${process.env.SAVI_TOKEN}`,
  },
  body: JSON.stringify({
      "jsonrpc": "2.0",
      "method": "updateTransaction",
      "params": {
        "transactionId": "tx_9bLm4Rt7Yc",
        "transaction": {
          "name": "Morning coffee"
        },
        "transactionFieldMasks": [
          {
            "path": "name"
          }
        ]
      },
      "id": 1
    }),
});
console.log(await response.json());
```

### TypeScript

```typescript
const response = await fetch("https://api-v2.financesavi.com/rpc", {
  method: 'POST',
  signal: AbortSignal.timeout(30_000),
  headers: {
    'Content-Type': 'application/json',
    Authorization: `Bearer ${process.env.SAVI_TOKEN}`,
  },
  body: JSON.stringify({
      "jsonrpc": "2.0",
      "method": "updateTransaction",
      "params": {
        "transactionId": "tx_9bLm4Rt7Yc",
        "transaction": {
          "name": "Morning coffee"
        },
        "transactionFieldMasks": [
          {
            "path": "name"
          }
        ]
      },
      "id": 1
    }),
});
console.log(await response.json());
```

### Python

```python
import os
import requests

response = requests.post(
    "https://api-v2.financesavi.com/rpc",
    headers={"Authorization": f"Bearer {os.environ['SAVI_TOKEN']}"},
    json={
        "jsonrpc": "2.0",
        "method": "updateTransaction",
        "params": {
            "transactionId": "tx_9bLm4Rt7Yc",
            "transaction": {
                "name": "Morning coffee",
            },
            "transactionFieldMasks": [
                {
                    "path": "name",
                },
            ],
        },
        "id": 1,
    },
    timeout=30,
)
print(response.json())
```

### Go

```go
package main

import (
  "fmt"
  "io"
  "net/http"
  "os"
  "strings"
  "time"
)

func main() {
  payload := strings.NewReader("{\"jsonrpc\":\"2.0\",\"method\":\"updateTransaction\",\"params\":{\"transactionId\":\"tx_9bLm4Rt7Yc\",\"transaction\":{\"name\":\"Morning coffee\"},\"transactionFieldMasks\":[{\"path\":\"name\"}]},\"id\":1}")
  req, err := http.NewRequest("POST", "https://api-v2.financesavi.com/rpc", payload)
  if err != nil { panic(err) }
  req.Header.Set("Content-Type", "application/json")
  req.Header.Set("Authorization", "Bearer " + os.Getenv("SAVI_TOKEN"))
  client := &http.Client{Timeout: 30 * time.Second}
  res, err := client.Do(req)
  if err != nil { panic(err) }
  defer res.Body.Close()
  body, err := io.ReadAll(res.Body)
  if err != nil { panic(err) }
  fmt.Println(res.Status, string(body))
}
```

### C#

```csharp
// .NET 6 or later
using System;
using System.Net.Http;
using System.Net.Http.Headers;
using System.Text;

using var client = new HttpClient { Timeout = TimeSpan.FromSeconds(30) };
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", Environment.GetEnvironmentVariable("SAVI_TOKEN"));
using var content = new StringContent(@"{""jsonrpc"":""2.0"",""method"":""updateTransaction"",""params"":{""transactionId"":""tx_9bLm4Rt7Yc"",""transaction"":{""name"":""Morning coffee""},""transactionFieldMasks"":[{""path"":""name""}]},""id"":1}", Encoding.UTF8, "application/json");
using var response = await client.PostAsync(@"https://api-v2.financesavi.com/rpc", content);
Console.WriteLine($"HTTP {(int)response.StatusCode}");
Console.WriteLine(await response.Content.ReadAsStringAsync());
```

### Java

```java
// Java 11+: save as SaviExample.java, then run java SaviExample.java
import java.net.URI;
import java.net.http.*;
import java.time.Duration;

class SaviExample {
  public static void main(String[] args) throws Exception {
    var client = HttpClient.newBuilder().connectTimeout(Duration.ofSeconds(30)).build();
    var builder = HttpRequest.newBuilder(URI.create("https://api-v2.financesavi.com/rpc"))
        .timeout(Duration.ofSeconds(30))
        .header("Content-Type", "application/json");
    builder.header("Authorization", "Bearer " + System.getenv("SAVI_TOKEN"));
    var request = builder.POST(HttpRequest.BodyPublishers.ofString("{\"jsonrpc\":\"2.0\",\"method\":\"updateTransaction\",\"params\":{\"transactionId\":\"tx_9bLm4Rt7Yc\",\"transaction\":{\"name\":\"Morning coffee\"},\"transactionFieldMasks\":[{\"path\":\"name\"}]},\"id\":1}")).build();
    var response = client.send(request, HttpResponse.BodyHandlers.ofString());
    System.out.println("HTTP " + response.statusCode());
    System.out.println(response.body());
  }
}
```

### PHP

```php
<?php
// Requires the PHP cURL extension.
$curl = curl_init('https://api-v2.financesavi.com/rpc');
curl_setopt_array($curl, [
    CURLOPT_POST => true,
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CONNECTTIMEOUT => 30,
    CURLOPT_TIMEOUT => 30,
    CURLOPT_HTTPHEADER => [
        'Content-Type: application/json',
        'Authorization: Bearer ' . getenv('SAVI_TOKEN'),
    ],
    CURLOPT_POSTFIELDS => '{"jsonrpc":"2.0","method":"updateTransaction","params":{"transactionId":"tx_9bLm4Rt7Yc","transaction":{"name":"Morning coffee"},"transactionFieldMasks":[{"path":"name"}]},"id":1}',
]);
$body = curl_exec($curl);
if ($body === false) {
    throw new RuntimeException(curl_error($curl));
}
echo "HTTP " . curl_getinfo($curl, CURLINFO_HTTP_CODE) . PHP_EOL;
echo $body . PHP_EOL;
curl_close($curl);
```

### Ruby

```ruby
require 'net/http'
require 'uri'

uri = URI('https://api-v2.financesavi.com/rpc')
request = Net::HTTP::Post.new(uri)
request['Content-Type'] = 'application/json'
request['Authorization'] = 'Bearer ' + ENV.fetch('SAVI_TOKEN')
request.body = '{"jsonrpc":"2.0","method":"updateTransaction","params":{"transactionId":"tx_9bLm4Rt7Yc","transaction":{"name":"Morning coffee"},"transactionFieldMasks":[{"path":"name"}]},"id":1}'
response = Net::HTTP.start(uri.host, uri.port,
  use_ssl: uri.scheme == 'https', open_timeout: 30, read_timeout: 30, write_timeout: 30
) { |http| http.request(request) }
puts "HTTP #{response.code}"
puts response.body
```

### Swift

```swift
// Swift 5.5+: save as SaviExample.swift, then run swift SaviExample.swift
import Foundation
#if canImport(FoundationNetworking)
import FoundationNetworking
#endif

var request = URLRequest(url: URL(string: "https://api-v2.financesavi.com/rpc")!)
request.httpMethod = "POST"
request.timeoutInterval = 30
request.setValue("application/json", forHTTPHeaderField: "Content-Type")
guard let token = ProcessInfo.processInfo.environment["SAVI_TOKEN"] else { fatalError("Set SAVI_TOKEN first") }
request.setValue("Bearer " + token, forHTTPHeaderField: "Authorization")
request.httpBody = Data("{\"jsonrpc\":\"2.0\",\"method\":\"updateTransaction\",\"params\":{\"transactionId\":\"tx_9bLm4Rt7Yc\",\"transaction\":{\"name\":\"Morning coffee\"},\"transactionFieldMasks\":[{\"path\":\"name\"}]},\"id\":1}".utf8)
let configuration = URLSessionConfiguration.ephemeral
configuration.timeoutIntervalForResource = 30
let session = URLSession(configuration: configuration)
let (data, response) = try await session.data(for: request)
if let http = response as? HTTPURLResponse { print("HTTP", http.statusCode) }
print(String(decoding: data, as: UTF8.self))
```

Source: https://financesavi.com/developers/api/updateTransaction