TransactionsUpdate Card Transaction

Update Card Transaction

Updates editable fields on a credit card transaction, identified by transactionId.

Use this endpoint to enrich expenses in your reconciliation flow or ERP — for example, by recording purchase context, reconciling the transaction, or classifying it by category.

Editable fields today:

  • notes — transaction notes (max 1000 characters). Send an empty string ("") to clear.
  • isConciled — marks the transaction as reconciled (true) or unreconciled (false).
  • categoryId — numeric category ID.
  • costCenterId — UUID of the cost center (use the id field from GET /cost-centers/v1/cost-centers).

Rules:

  • transactionId must be the transaction id from the statement (GET /statements/v1/credit-card) — a ULID (e.g. 01JB4M8WQ2YX5KN7RT9HF3DE6C), not a UUID.
  • At least one field must be provided in the body.
  • On success, the API returns 204 No Content (no body).
curl -X PATCH "https://api-sandbox.contasimples.com/statements/v1/credit-card/01JB4M8WQ2YX5KN7RT9HF3DE6C" \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -d '{
  "notes": "Lunch with Acme client — sales meeting 2025-05-25",
  "isConciled": true,
  "categoryId": 1146,
  "costCenterId": "a02f8f63-8b1b-4328-9d7d-0d2e351b8118"
}'
{}
PATCH
/statements/v1/credit-card/{transactionId}
PATCH
Base URLstring

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

Bearer Token
Bearer Tokenstring
Required

Bearer token from OAuth 2.0 client credentials. Format: Bearer {token}

Bearer token from OAuth 2.0 client credentials. Format: Bearer {token}
path
transactionIdstring
Required

Transaction ID on the statement (ULID) — use the id field from GET /statements/v1/credit-card (e.g. 01JB4M8WQ2YX5KN7RT9HF3DE6C).

Content-Typestring
Required

The media type of the request body

Options: application/json
notesstring

Transaction notes. Send an empty string ("") to clear.

Max length: 1000
isConciledboolean

Marks the transaction as reviewed (true) or pending (false).

categoryIdinteger

Category ID — use the id field from GET /categories/v1/categories.

costCenterIdstring

UUID of the cost center — use the id field from GET /cost-centers/v1/cost-centers.

Format: uuid
Request Preview
Response

Response will appear here after sending the request

Authentication

header
Authorizationstring
Required

Bearer token. Bearer token from OAuth 2.0 client credentials. Format: Bearer {token}

Path Parameters

transactionIdstring
Required

Transaction ID on the statement (ULID) — use the id field from GET /statements/v1/credit-card (e.g. 01JB4M8WQ2YX5KN7RT9HF3DE6C).

Body

application/json
notesstring

Transaction notes. Send an empty string ("") to clear.

isConciledboolean

Marks the transaction as reviewed (true) or pending (false).

categoryIdinteger

Category ID — use the id field from GET /categories/v1/categories.

costCenterIdstring

UUID of the cost center — use the id field from GET /cost-centers/v1/cost-centers.

Responses