Transactions
Editing endpoints require the transactions:write scope.
Reclassify a transaction
PATCH /api/v1/business/customers/{userId}/transactions/{transactionId}| Body field | Type | Description |
|---|---|---|
type | string | covered_expense · transferred_to_savings · shared_expense |
value | number | Customer’s share — required for shared_expense |
sharedType | string | How the split is expressed (for shared_expense) |
isStillShared | boolean | Whether the expense stays shared (default true) |
Exclude a transaction
POST /api/v1/business/customers/{userId}/transactions/{transactionId}/exclude| Body field | Type | Description |
|---|---|---|
scope | string | Whether to exclude just this transaction or matching ones |
See the Editing transactions guide for full examples.