Lunch Money V2

Interact with the Lunch Money v2 API — transactions, budgets, categories, accounts and more

AI-generated

Summary

Update an existing transaction by specifying its Transaction ID and the fields to change.

Transaction ID (required) — The ID of the transaction to update.
Update Balance — Boolean flag to determine whether to update the account balance after the update.
Date — New date for the transaction in YYYY-MM-DD format.
Amount — New amount of the transaction; positive values are debits and negative values are credits.
Payee — New payee or merchant name (up to 140 characters).
Original Name — Original payee name before any renaming (up to 140 characters).
Category ID — ID of the category to assign to the transaction (must not be a category group).
Notes — Notes about the transaction (up to 350 characters).
Status — Status of the transaction; options are Not Set, Reviewed, or Unreviewed.
Currency — ISO 4217 currency code (e.g., usd, eur).
Tag IDs — Array of tag IDs to assign to the transaction, overwriting existing tags.
Additional Tag IDs — Array of tag IDs to add to existing tags; mutually exclusive with Tag IDs.
Recurring ID — ID of the recurring item to associate with the transaction.
Manual Account ID — Manual account ID associated with the transaction; mutually exclusive with Plaid Account ID.
Plaid Account ID — Plaid account ID associated with the transaction; mutually exclusive with Manual Account ID.
External ID — User-defined external reference ID for the transaction (up to 75 characters).
Custom Metadata — JSON object with additional metadata to associate with the transaction.

a single transaction object reflecting the updated details

The updated transaction is returned after successful update. The 'update_balance' input controls whether account balances are recalculated.

Specify Transaction ID and set fields 'amount', 'payee', and 'notes' to new values, optionally enable 'Update Balance' to adjust account balances.