Bulk Update Multiple Transactions

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

modified-by

string | null

An optional identifier for audit logging.

Path Parameters

source_account_id

string

required

The Source Account ID.

Body

application/json

transactions

object[]

required

List of transactions to update. Limit 100.

transactions.id

string

required

The unique ID of the object. This is used as an idempotency key to prevent duplicates. This is manually set as part of the create transactions request. If the transaction is created via a data integration, Plaid for example, it will be set to the transaction_id to enforce idempotency with the data source.

transactions.category

object | null

Only supported for platformgl instances

transactions.category.updated_category_ledger_id

string

required

The ID of the new category ledger.

transactions.category.category_ledger_id

string | null

If specified, the ID of the category ledger that will be changed to the new value. If no value is specified, all categories will be updated.

transactions.description

string | null

An arbitrary string on the object, useful for displaying information to the user.

transactions.metadata

object | null

Arbitrary structured information about the transaction. This could be location of the transaction to display to the user or vendor information to use as part of a Platform or Instance categorization rule. Teal does not use metadata for any accounting purposes.

transactions.metadata.{key}

string

transactions.review_status

enum<string> | null

Indicates if the transaction has been reviewed. See the reviewing transactions for steps on how to use this.

Available options:

unreviewed,

reviewed

transactions.tag_ids

string[] | null

An array of IDs of the Tag objects associated with the Transaction.

Note that Tags are not transitive and the tags on a Transaction can be different than those on its line entry or entires.

API overview

Teal API Endpoints

API Migration

Bulk Update Multiple Transactions

Authorizations

Headers

Path Parameters

Body