API Reference

Update a transaction

patch
https://api.wingspan.app/v3/finance/transactions/

Partially updates a transaction, including its amount, date, type,
category/subcategory, business allocation, and notes. Setting
subcategory to null clears it; changing wsCategory without supplying
a subcategory also clears the prior child. When amount changes without
businessAmount, a fully allocated transaction remains fully allocated;
a partial allocation remains fixed and the request is rejected if it no
longer fits. Send both fields when reducing below a partial allocation.
Concurrent edits fail fast with 409; lock infrastructure outages return 503.

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Path Params
string
required

Transaction ID

Body Params
string
double

A monetary amount as a JSON number in major units, with decimal places carrying the minor units defined for its currency (USD/EUR: 2, JPY: 0, BHD: 3, ...) — e.g. 100.00. Never a string and never minor-unit (cent) integers. The currency comes from the enclosing resource's currency field; amounts with more decimal places than the currency supports are rejected with 422 ValidationError. Wingspan converts to exact minor units at the service boundary, so callers never need sub-minor-unit precision.

string
enum
date
boolean
double

A monetary amount as a JSON number in major units, with decimal places carrying the minor units defined for its currency (USD/EUR: 2, JPY: 0, BHD: 3, ...) — e.g. 100.00. Never a string and never minor-unit (cent) integers. The currency comes from the enclosing resource's currency field; amounts with more decimal places than the currency supports are rejected with 422 ValidationError. Wingspan converts to exact minor units at the service boundary, so callers never need sub-minor-unit precision.

string
string | null

Built-in or custom second-level name under wsCategory. Set to null to clear it.
If wsCategory changes and subcategory is omitted, the previous subcategory is cleared.

string
string
metadata
object

Free-form key-value pairs. Max 50 keys; key length at most 40 characters; value length at most 500 characters. Where a list endpoint declares metadata filtering, it uses the QueryQL namespace via filter[metadata.{key}][eq]=value or filter[metadata.{key}][in][]=value. Endpoints that do not declare the dynamic Metadata filter do not support Metadata filtering.

Headers
string
length between 1 and 255
^[\x21-\x7e]{1,255}$

Optional idempotency token for authenticated POST and PATCH requests. Reusing the same key and body returns the cached response for 24 hours, except credential operations that explicitly document a 409 because one-time secret material is never cached; reusing it with a different body returns 409 IdempotencyKeyConflict. Use 1-255 printable ASCII characters.

string
^(?:[A-Za-z0-9_.]{22}|[a-f0-9]{24})$

Select the Account for an Account-scoped operation. A direct ServiceAccount API key MUST supply this header, and the target must be within the ServiceAccount owner's or Authorization grant's Account boundary. A Person bearer may select an Account on which it has an active Stakeholder, and an Account session may select its bound Account (or a descendant only when the session explicitly includes descendants).

string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

Updated 4 months ago

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Response
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application/json
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Updated 4 months ago

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