transactionsAnnotate a transaction

Annotate a transaction

Sets a transaction's category, tags, memo, or location — the additive edits the narrow transactions.annotate:write scope covers. Requires writes_enabled and an Idempotency-Key. A connection holding only this scope cannot create, delete, or otherwise edit a transaction.

No expected_version is needed: the server reads the row and uses its current version. A concurrent edit between that read and the write still loses the race and returns 409.

curl -X POST "https://api.403fin.io/v1/transactions/123e4567-e89b-12d3-a456-426614174000/annotate" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: example_string" \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "X-API-Key: YOUR_API_KEY" \
  -d '{
  "category_id": "123e4567-e89b-12d3-a456-426614174000",
  "tags": [
    "example_string"
  ],
  "memo": "example_string",
  "location": {
    "street": "example_string",
    "city": "New York",
    "state": "example_string",
    "postal_code": "example_string",
    "country": "USA"
  },
  "clear_location": true
}'
{
  "data": {
    "id": "123e4567-e89b-12d3-a456-426614174000",
    "account_id": "123e4567-e89b-12d3-a456-426614174000",
    "category_id": "123e4567-e89b-12d3-a456-426614174000",
    "amount": {
      "amount": "example_string",
      "currency": "example_string"
    },
    "merchant": "example_string",
    "display_name": "John Doe",
    "description": "example_string",
    "date": "2024-12-25",
    "posted_at": "2024-12-25T10:00:00Z",
    "is_pending": true,
    "source": "example_string",
    "payment_channel": "example_string",
    "transfer_pair_id": "123e4567-e89b-12d3-a456-426614174000",
    "recurring_rule_id": "123e4567-e89b-12d3-a456-426614174000",
    "external_ref": "example_string",
    "tags": [
      "example_string"
    ],
    "check_number": "example_string",
    "memo": "example_string",
    "location": {
      "street": "example_string",
      "city": "New York",
      "state": "example_string",
      "postal_code": "example_string",
      "country": "USA"
    },
    "provider_amount": {
      "amount": "example_string",
      "currency": "example_string"
    },
    "provider_merchant_name": "John Doe",
    "provider_transaction_date": "2024-12-25",
    "provider_description": "example_string",
    "provider_memo": "example_string",
    "version": 42,
    "created_at": "2024-12-25T10:00:00Z",
    "updated_at": "2024-12-25T10:00:00Z"
  },
  "pagination": {
    "next_cursor": "example_string",
    "has_more": true
  },
  "redacted_fields": [
    "example_string"
  ],
  "filtered": true
}
POST
/v1/transactions/{id}/annotate
POST
Base URLstring

Target server for requests. Edit to use your own host.

Bearer Token
Bearer Tokenstring
Required

An opaque ff_ credential (ff_ak_ / ff_at_) presented as a Bearer token.

An opaque ff_ credential (ff_ak_ / ff_at_) presented as a Bearer token.
API Key (header: X-API-Key)
X-API-Keystring
Required

An opaque ff_ credential presented in the X-API-Key header.

An opaque ff_ credential presented in the X-API-Key header.
path
idstring
Required

The resource UUID.

Format: uuid
Content-Typestring
Required

The media type of the request body

Options: application/json
header
Idempotency-Keystring
Required

A caller-chosen unique key (1-128 chars) that makes the write idempotent. A retry with the SAME key against the SAME operation, resource, and body replays the original response (Idempotency-Replayed: true). The same key with anything different — a changed body, a different endpoint, or a different {id} — is a 409 conflict; a still-in-flight duplicate is 409 with Retry-After. Required on every write. Stored for 24 hours. The key is bound to the target, not only to the payload, so reusing one key across two deletes (which carry no body at all) conflicts rather than replaying the first delete's response.

Min length: 1 • Max length: 128
category_idstring
Format: uuid
tagsarray

Replaces every tag. An empty array clears them all.

memostring

An empty string clears the memo.

locationobject

A purchase location. Redacted as a single unit (transaction.location) — a city plus a postal code answers "where were you" as surely as a street line does, so the components are never hidden separately. On a write it is GROUP-REPLACE: the components sent become the whole stored location and omitted ones are cleared. Use clear_location to remove it entirely.

Request Preview
Response

Response will appear here after sending the request

Authentication

header
Authorizationstring
Required

Bearer token. An opaque ff_ credential (ff_ak_ / ff_at_) presented as a Bearer token.

header
X-API-Keystring
Required

API Key for authentication. An opaque ff_ credential presented in the X-API-Key header.

Path Parameters

idstring
Required

The resource UUID.

Headers

Idempotency-Keystring
Required

A caller-chosen unique key (1-128 chars) that makes the write idempotent. A retry with the SAME key against the SAME operation, resource, and body replays the original response (Idempotency-Replayed: true). The same key with anything different — a changed body, a different endpoint, or a different {id} — is a 409 conflict; a still-in-flight duplicate is 409 with Retry-After. Required on every write. Stored for 24 hours.

The key is bound to the target, not only to the payload, so reusing one key across two deletes (which carry no body at all) conflicts rather than replaying the first delete's response.

Body

application/json
tagsarray

Replaces every tag. An empty array clears them all.

memostring

An empty string clears the memo.

locationobject

A purchase location. Redacted as a single unit (transaction.location) — a city plus a postal code answers "where were you" as surely as a street line does, so the components are never hidden separately. On a write it is GROUP-REPLACE: the components sent become the whole stored location and omitted ones are cleared. Use clear_location to remove it entirely.

Responses

dataobject
Required
paginationstring

Cursor pagination state, present on list endpoints.

redacted_fieldsstring[]

Field ids stripped from the payload by connection scope.

filteredboolean

True when row or aggregate filtering is in effect for this response.