> ## Documentation Index > Fetch the complete documentation index at: https://learn.breezing.io/llms.txt > Use this file to discover all available pages before exploring further. # Update Transaction API > Update a single unlocked Breezing transaction by ID to patch crypto accounting fields without changing other transaction values. ## OpenAPI ````yaml PATCH /transactions/{id} openapi: 3.1.0 info: title: Breezing Public API version: 1.0.0 description: >- Crypto accounting API for programmatic access and AI agents. Authenticate with an API key using the Authorization header: `Bearer brz_...` servers: - url: https://api.breezing.io/v1 security: - BearerAuth: [] paths: /transactions/{id}: patch: tags: - Transactions summary: Update a single transaction description: >- Update accounting fields on a single unlocked transaction (partial update: only provided fields change). Returns 409 if locked or processing. FULLY CATEGORIZING A TRANSACTION requires three account fields: • "account": the contra (income/expense) account. What was this transaction for? (e.g. Sales, Legal Expense, Consulting Revenue). Choose based on type, functionName, walletFromName/walletToName context. • "assetAccount": the balance-sheet asset account. Where does this token sit on the balance sheet? Required in ALL balance sheet modes. If the value is "(auto)", Breezing resolves it at sync time from token-level mappings (set via assets_update) or rule-based mappings. You can leave "(auto)" as-is or override with a specific account code. • "feeAssetAccount": the balance-sheet account for the fee portion. Always set this field (typically the same account as assetAccount). If "(auto)", Breezing resolves it at sync time. All three fields accept numeric account codes from the chart of accounts (call company_get first). Never pass free-text names like "sales". Categorization workflow: 1. Set "account" (contra account: what was the transaction for?) 2. Check assetAccount. If "(auto)", leave as-is when token-level mappings exist (Token View), or set explicitly for Wallet/Combined View. 3. Set feeAssetAccount; always set this field (same account as assetAccount in most cases). 4. Optionally set "accountingDescription" for journal entry context. Do NOT automatically change status. Leave it for the user to decide when the transaction is ready for reconciliation. How balanceSheetSetup affects asset accounts: • "token" (Token View) → asset accounts are managed at the token level via assets_update. Transactions show "(auto)" which resolves to the token's mapped account at sync time. assets_update sets the mapping; "(auto)" on transactions references it. They are not competing. • "wallet" (Wallet View) → asset accounts are set per-transaction, usually via Rules. Each wallet maps to one GL account. • "wallet-token" (Combined View) → asset accounts are set per-transaction, usually via Rules with wallet+token conditions. Other fields: • "type": freeform label, safe to overwrite. System may set values like "transaction" or "internal" during import, but these are just labels, not business logic. The system uses the isInternal boolean (not type) for internal transfer logic. Set to any descriptive value. • "status": lifecycle: notStarted (new/uncategorized) → reviewRequired (flagged for client review via the Client Review workflow) → reconciled (categorized and verified, ready for sync) → manuallyReconciled (manually confirmed) → paid (synced to Xero/QuickBooks/Bexio). Do not change status automatically; leave for the user. • "accountingDescription": syncs as the journal entry description in Xero/QuickBooks/Bexio. Use for invoice numbers, vendor names, or payment references. Distinct from "note" which is internal only. • "isSpam": mark airdrop/scam tokens as spam to hide them. Breezing auto-detects many common spam tokens; use this for any missed. • "vat": freeform string that syncs to journal entries. Must match a tax rate name configured in the user's Xero/QuickBooks/Bexio account (e.g. "Output 8.1% VAT", "Tax Exempt"). Default is "no-vat". No validation, so invalid codes may cause sync errors. • "skipNgl" / "skipNglReason": set skipNgl=true to exclude this transaction from net gain/loss (NGL) and tax calculations (e.g. wrapping, staking, bridging). skipNglReason is REQUIRED when skipNgl=true. Cannot be set on internal transfers (isInternal=true). Setting skipNgl does NOT recalculate NGL; call POST /ngl/calculate afterward to recompute net. • "qboClass" / "xeroTrackingCategory": accounting-software tracking dimensions. Set the QuickBooks class id (from POST /qbo/classes/refresh) or the Xero tracking category option id (from POST /xero/categories/refresh). Only relevant when that platform is linked. IMPORTANT, internal transfers and exchange trades: • If isInternal=true (system-computed), the transaction is a transfer between the user's own wallets. Recommend using Breezing's Auto Apply Account feature instead of manual assignment. • If exchangeId is a non-null number (system-set), the transaction is an exchange trade. Also recommend Auto Apply Account. • Note: isInternal and type are independent. A transaction can have isInternal=false with type="internal". The system uses isInternal for business logic, not type. parameters: - schema: type: string description: Transaction ID example: '12345' required: true description: Transaction ID name: id in: path - schema: type: string description: >- Organization ID. Use GET /v1/companies to discover available org/company pairs. example: '1' required: true description: >- Organization ID. Use GET /v1/companies to discover available org/company pairs. name: orgId in: query - schema: type: string description: >- Company ID. Use GET /v1/companies to discover available companies and their access levels. example: '1' required: true description: >- Company ID. Use GET /v1/companies to discover available companies and their access levels. name: companyId in: query requestBody: content: application/json: schema: $ref: '#/components/schemas/PatchTransactionBody' responses: '200': description: Transaction updated successfully content: application/json: schema: type: object properties: success: type: boolean enum: - true data: type: object properties: updated: type: integer required: - updated required: - success - data '400': description: Bad request content: application/json: schema: type: object properties: success: type: boolean enum: - false error: type: object properties: code: type: string message: type: string required: - code - message required: - success - error '401': description: Invalid or missing API key content: application/json: schema: type: object properties: success: type: boolean enum: - false error: type: object properties: code: type: string message: type: string required: - code - message required: - success - error '403': description: >- API key has no access to this company, has read-only access where write was required, or the company subscription is inactive content: application/json: schema: type: object properties: success: type: boolean enum: - false error: type: object properties: code: type: string message: type: string required: - code - message required: - success - error '404': description: Transaction not found content: application/json: schema: type: object properties: success: type: boolean enum: - false error: type: object properties: code: type: string message: type: string required: - code - message required: - success - error '409': description: Transaction is locked or currently processing content: application/json: schema: type: object properties: success: type: boolean enum: - false error: type: object properties: code: type: string message: type: string required: - code - message required: - success - error '500': description: Internal server error content: application/json: schema: type: object properties: success: type: boolean enum: - false error: type: object properties: code: type: string message: type: string required: - code - message required: - success - error security: - BearerAuth: [] components: schemas: PatchTransactionBody: type: object properties: account: type: string nullable: true description: >- Account code (numeric string). The contra (income/expense) account: what was this transaction for? (e.g. Sales, Legal Expense, Consulting Revenue). IMPORTANT: Always call company_get first to retrieve the chart of accounts, find the account by name, and use its "code" field. Never pass a free-text name like "sales". assetAccount: type: string nullable: true description: >- Asset account code (numeric string). The balance-sheet account for the token in this transaction. Required in ALL balance sheet modes. If the current value is "(auto)", Breezing resolves it at sync time from token-level or rule-based mappings. You can leave it or override with a specific code. IMPORTANT: Always call company_get first to retrieve the chart of accounts and use the numeric code. feeAssetAccount: type: string nullable: true description: >- Fee asset account code (numeric string). The balance-sheet account for the fee portion. Same rules as assetAccount: required in ALL balance sheet modes. If "(auto)", Breezing resolves it at sync time. IMPORTANT: Always call company_get first to retrieve the chart of accounts and use the numeric code. status: type: string enum: - notStarted - reviewRequired - reconciled - manuallyReconciled - paid - synced description: >- Transaction status lifecycle: notStarted (new/uncategorized) → reviewRequired (flagged for client review; client sees these in the Client Review workflow) → reconciled (categorized and verified) → manuallyReconciled (manually confirmed) → paid (synced to accounting software). Set to reviewRequired when the accountant needs the client to clarify a transaction. type: type: string nullable: true description: >- Transaction type as a freeform label, safe to overwrite. System may set values like "transaction" or "internal" during import, but these are just labels, not business logic. The isInternal boolean controls actual internal transfer logic. Set to any descriptive value: "Opening Balance", "Staking Reward", "Payment", etc. note: type: string nullable: true description: >- User note. Internal only, not synced to accounting software. Use accountingDescription for text that should appear in journal entries. accountingDescription: type: string nullable: true description: >- Description that syncs as the journal entry description in Xero/QuickBooks/Bexio. Use for invoice references, vendor names, or transaction context that should appear in the accounting software. Distinct from "note" which is internal only. vat: type: string nullable: true description: >- VAT or sales tax code as a freeform string that syncs to journal entries. Must match a tax rate name configured in the user's Xero/QuickBooks/Bexio account (e.g. "Output 8.1% VAT", "Tax Exempt"). Default is "no-vat". No validation, so invalid codes may cause sync errors. isSpam: type: boolean description: >- Spam flag. Set true to hide airdrop/scam tokens from the main view and prevent syncing to accounting software. Breezing auto-detects many spam tokens; use this for any it missed. extraLabel: type: string nullable: true description: >- Extra label: freeform text for custom tagging or grouping, visible in Breezing reports. skipNgl: type: boolean description: >- Skip net gain/loss. When true, realized gain/loss is zeroed for this transaction (excluded from NGL and tax calculations). Use for non-taxable movements like wrapping, staking, or bridging. Requires skipNglReason when set to true. Cannot be set on internal transfers (isInternal=true). Setting this does NOT recalculate NGL automatically; run POST /ngl/calculate afterward to recompute net. skipNglReason: type: string nullable: true description: >- Reason net gain/loss is skipped (e.g. "Wrapping", "Staking", "Bridge transfer"). Required when skipNgl is set to true. qboClass: type: string nullable: true description: >- QuickBooks Online class ID. Syncs as the class on the journal entry in QuickBooks. Use the "id" returned by the QuickBooks classes refresh endpoint (call it first to retrieve valid class IDs). Only relevant when QuickBooks is linked. xeroTrackingCategory: type: string nullable: true description: >- Xero tracking category option ID. Syncs as the tracking category on the journal entry in Xero. Use the "id" returned by the Xero categories refresh endpoint (call it first to retrieve valid option IDs). Only relevant when Xero is linked. ````