REST API v2 — is there a way to tag an existing bank transaction?

Hi,

I’m building a private integration against my own account using a personal

bearer token (REST API v2 beta).

Looking at the Swagger spec, /bank_accounts/{id}/transactions only exposes

GET (query) and POST (create *untagged*). I can’t find a PUT/PATCH or any

tag endpoint, so as far as I can tell an existing untagged bank transaction

can’t be tagged over the API.

Two questions:

1. Is that right, or is there a supported route I’ve missed - allocating an

untagged transaction to an invoice/purchase, a nominal, or a transfer

between two bank accounts?

2. If not, is the intended pattern to let the API create the bank entry

itself - i.e. POST /client_payments (or /purchases with an embedded

payment) with nominal_code set - and to keep the Open Banking feed

switched off so the two don’t produce duplicates? I’d rather follow the

intended design than work around it.

Related: is there any way to delete or reverse a bank transaction created

in error via POST, or does that have to be done in the UI?

If tagging genuinely isn’t available, please treat this as a feature

request - an endpoint to tag an existing transaction (to an invoice,

nominal or transfer) would make bank automation via the API a lot more

practical.

Thanks!

Hi @Slav

Unfortunately this isn’t supported at present.

We may add this in the future, but unfortunately I can’t provide any guarantees or timescales. We will keep you updated on any changes, however.

hi Mathew, thanks for letting me know, it’s a shame as this would be ultra useful API feature , very suitable for AI automation…