---
updatedAt: 2025-05-19T20:30:28.000Z
agentTools:
  projectIndex: https://developers.pocketsmith.com/llms.txt
---

# Update transaction account

Updates the transaction account by its ID.

# OpenAPI definition

```json
{
  "openapi": "3.0.1",
  "info": {
    "title": "PocketSmith",
    "description": "The PocketSmith API",
    "contact": {
      "name": "API Support",
      "email": "api@pocketsmith.com"
    },
    "version": "2.0"
  },
  "x-samples-languages": [
    "curl",
    "node",
    "javascript",
    "php",
    "python"
  ],
  "servers": [
    {
      "url": "https://api.pocketsmith.com/v2",
      "description": "Production"
    }
  ],
  "components": {
    "securitySchemes": {
      "developerKey": {
        "type": "apiKey",
        "in": "header",
        "name": "X-Developer-Key",
        "description": "If you want to build a tool just for yourself, be it a desktop widget to display your balances or a tool to import transactions from a bank without a bank feed, you can use our developer keys feature. You can issue yourself a key which will give you persistent API access to just your account. You should rotate your keys regularly."
      }
    },
    "responses": {
      "403": {
        "description": "Not Allowed",
        "content": {
          "application/json": {
            "schema": {
              "$ref": "#/components/schemas/Error"
            }
          }
        }
      },
      "404": {
        "description": "Not Found",
        "content": {
          "application/json": {
            "schema": {
              "$ref": "#/components/schemas/Error"
            }
          }
        }
      },
      "422": {
        "description": "Validation Error",
        "content": {
          "application/json": {
            "schema": {
              "$ref": "#/components/schemas/Error"
            }
          }
        }
      }
    },
    "schemas": {
      "Institution": {
        "type": "object",
        "properties": {
          "currency_code": {
            "type": "string",
            "description": "The currency code of the institution.",
            "example": "NZD"
          },
          "title": {
            "type": "string",
            "description": "The title of the institution.",
            "example": "Bank of Foo"
          },
          "updated_at": {
            "type": "string",
            "description": "When the institution was last updated.",
            "example": "2015-04-21T22:42:22Z"
          },
          "created_at": {
            "type": "string",
            "description": "When the institution was created.",
            "example": "2015-04-21T22:42:22Z"
          },
          "id": {
            "type": "integer",
            "description": "The unique identifier of the institution.",
            "example": 57
          }
        }
      },
      "TransactionAccount": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "example": 96027
          },
          "name": {
            "type": "string",
            "example": "Sample Credit"
          },
          "number": {
            "type": "string",
            "example": "ASBCRD44554"
          },
          "current_balance": {
            "type": "number",
            "example": 2694.39
          },
          "current_balance_date": {
            "type": "string",
            "example": "2015-07-03"
          },
          "current_balance_in_base_currency": {
            "type": "number",
            "description": "The current balance of the transaction account in the user's base currency.",
            "example": 4041.59
          },
          "current_balance_exchange_rate": {
            "type": "number",
            "description": "The exchange rate between the transaction account's currency and the user's base currency, when different. If the currencies are the same, null is returned.",
            "example": 1.5
          },
          "safe_balance": {
            "type": "number",
            "description": "The current safe balance, if safe balance is activated and available for the transaction account. If safe balance is not available, then null is returned.",
            "example": 2694.39
          },
          "safe_balance_in_base_currency": {
            "type": "number",
            "description": "The current safe balance in the user's base currency, if safe balance is activated and available for the transaction account. If safe balance is not available, then null is returned.",
            "example": 4041.59
          },
          "starting_balance": {
            "type": "number",
            "example": 3547.45
          },
          "starting_balance_date": {
            "type": "string",
            "example": "2015-03-15"
          },
          "created_at": {
            "type": "string",
            "example": "2015-03-17T02:42:10Z"
          },
          "updated_at": {
            "type": "string",
            "example": "2015-07-02T22:14:49Z"
          },
          "institution": {
            "$ref": "#/components/schemas/Institution"
          },
          "currency_code": {
            "type": "string",
            "description": "The currency that the account is in. This is determined by the account that the transaction account belongs to.",
            "example": "NZD"
          },
          "type": {
            "type": "string",
            "description": "The type of the transaction account.",
            "enum": [
              "bank",
              "credits",
              "cash",
              "stocks",
              "mortgage",
              "loans",
              "vehicle",
              "property",
              "insurance",
              "other_asset",
              "other_liability"
            ],
            "example": "bank"
          }
        }
      },
      "Error": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "A message describing the error that occurred.",
            "example": "A message describing the error that occurred."
          }
        }
      }
    }
  },
  "paths": {
    "/transaction_accounts/{id}": {
      "put": {
        "summary": "Update transaction account",
        "description": "Updates the transaction account by its ID.",
        "tags": [
          "Transaction Accounts"
        ],
        "parameters": [
          {
            "name": "id",
            "in": "path",
            "description": "The unique identifier of the transaction account.",
            "required": true,
            "schema": {
              "type": "integer"
            },
            "example": 42
          }
        ],
        "requestBody": {
          "content": {
            "application/json": {
              "schema": {
                "type": "object",
                "properties": {
                  "institution_id": {
                    "type": "integer",
                    "description": "The unique identifier of a new institution for the transaction account.",
                    "example": 42
                  },
                  "starting_balance": {
                    "type": "number",
                    "description": "The starting balance amount of the transaction account.",
                    "example": 3547.45
                  },
                  "starting_balance_date": {
                    "type": "string",
                    "description": "The starting balance date of the transaction account.",
                    "example": "2015-03-15"
                  }
                }
              }
            }
          }
        },
        "responses": {
          "200": {
            "description": "Success",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/TransactionAccount"
                }
              }
            }
          },
          "403": {
            "$ref": "#/components/responses/403"
          },
          "404": {
            "$ref": "#/components/responses/404"
          },
          "422": {
            "$ref": "#/components/responses/422"
          }
        }
      }
    }
  },
  "security": [
    {
      "developerKey": []
    }
  ]
}
```