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PUT
/
v0
/
source-accounts
/
{source_account_id}
Update a Transaction Source Account
curl --request PUT \
  --url https://api.sandbox.teal.dev/v0/source-accounts/{source_account_id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --header 'teal-instance-id: <teal-instance-id>' \
  --data '
{
  "name": "<string>",
  "invert_transaction_amounts": true,
  "enable_balance_polling": true
}
'
{
  "id": "<string>",
  "name": "<string>",
  "debit_credit": "debit",
  "ledger_id": "<string>",
  "draw_ledger_id": "<string>",
  "contribution_ledger_id": "<string>",
  "type": "plaid",
  "business_personal": "business",
  "invert_transaction_amounts": false,
  "enable_balance_polling": true
}

Authorizations

​
Authorization
string
header
required

The access token received from the authorization server in the OAuth 2.0 flow.

Headers

​
teal-instance-id
string
required

The Teal instance ID

Path Parameters

​
source_account_id
string
required

The Source Account ID

Body

application/json
​
name
string | null

The name of the source account

​
invert_transaction_amounts
boolean | null

If true transaction amounts are inverted during manual import only.

​
enable_balance_polling
boolean | null

If true balance polling will be enabled for the source account. If false balance polling will be disabled. Only applicable to Plaid source accounts.

Response

Successful Response

​
id
string
required
Example:

"KdE7Q37LeQhFQCfEejfibT"

​
name
string
required

The name of the source account

​
debit_credit
enum<string>
required

Whether the account is a debit or credit account.

Available options:
debit,
credit
​
ledger_id
string | null
required

The ledger ID where transactions will be posted. Personal accounts will have no ledger ID.

​
draw_ledger_id
string | null
required

The ledger ID where personal transactions will be posted if they draw from the business. Business accounts will have no draw ledger ID.

​
contribution_ledger_id
string | null
required

The ledger ID where personal transactions will be posted if they contribute to the business. Business accounts will have no contribution ledger ID.

​
type
enum<string>
required

The type of the transaction source.

Available options:
plaid,
manual
​
business_personal
enum<string>
required

Whether the account is a business or personal account.

Available options:
business,
personal
​
invert_transaction_amounts
boolean
default:false

If true transaction amounts are inverted during manual import only.

​
enable_balance_polling
boolean | null

Indicates if source account will poll external sources for balances. Only applicable to plaid linked accounts.