Transactions

entries.update

Edit an entry using id, expectedRevision, idempotencyKey, merchant, date, amountMinor, currency, categoryId, paymentAccountId, type, status and notes. Closed periods cannot be changed. A matched entry keeps its amount, currency and account, and its type must follow the bank movement: money in is income, refund or transfer; money out is expense, fee, income_refund or transfer. Pass learn: false when putting an earlier value back, as Undo does, so the correction isn't retained as vendor learning.

POST/api/v1/accounting/entries.update

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

Not offered over MCP: Accountants' corrections grant isn't offered over MCP yet: phase 1 is read and comment only.

Fields

  • idstring (ID)Required

    The record's ID.

  • expectedRevisionintegerRequired

    The record's current revision, from the last time you read it. If someone changed the record since, the request is refused with a conflict so you can reload and check before trying again.

    at most 9007199254740991 · greater than 0

  • idempotencyKeystringRequired

    Any unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match.

    8–200 characters

  • receiptReviewSourceobject

    No other fields

  • duplicateDecisionenum
    keep_separate
  • merchantstring

    1–500 characters

  • datestring

    A date, as YYYY-MM-DD.

  • currencystring

    Three-letter currency code, such as CAD or USD.

  • amountMinorstring

    An amount in cents (the currency's smallest unit), written as a whole-number string such as "1250" for $12.50.

    Whole number written as a string

  • taxMinorstring

    An amount in cents (the currency's smallest unit), written as a whole-number string such as "1250" for $12.50.

    Whole number written as a string

  • categoryIdstring (ID) or null

    The ID of a category, from categories.list.

  • paymentAccountIdstring (ID) or null

    The card or account the purchase was paid with, from accounts.list.

  • typeenum
    expenseincomeincome_refundrefundtransferfee
  • statusenum

    Only include records with this status.

    needs_reviewreviewed
  • notesstring

    Notes kept with the record.

    at most 10000 characters

  • splitsarray of objects

    at most 50 items

  • learnboolean

Example

curl https://app.getoatmilk.com/api/v1/accounting/entries.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3
}'
Response
{
  "data": { … }
}

Try it

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

POST/api/v1/accounting/entries.update
curl https://app.getoatmilk.com/api/v1/accounting/entries.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3
}'

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