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PUT
/
api
/
banking
/
rules
/
{id}
Edit the given bank rule.
curl --request PUT \
  --url https://api.example.com/api/banking/rules/{id} \
  --header 'Authorization: <authorization>' \
  --header 'Content-Type: application/json' \
  --header 'organization-id: <organization-id>' \
  --data '
{
  "name": "Monthly Salary",
  "order": 1,
  "applyIfAccountId": 1,
  "applyIfTransactionType": "deposit",
  "conditionsType": "and",
  "conditions": [
    {
      "field": "description",
      "comparator": "contains",
      "value": "Salary"
    }
  ],
  "assignCategory": "Income:Salary",
  "assignAccountId": 1,
  "assignPayee": "Employer Inc.",
  "assignMemo": "Monthly Salary"
}
'

Headers

​
Authorization
string
required

Value must be 'Bearer ' where is an API key prefixed with 'bc_' or a JWT token.

Example:

"Bearer bc_1234567890abcdef"

​
organization-id
string
required

Required if Authorization is a JWT token. The organization ID to operate within.

Path Parameters

​
id
number
required

Body

application/json
​
name
string
required

The name of the bank rule

Example:

"Monthly Salary"

​
order
number
required

The order of the bank rule

Example:

1

​
applyIfAccountId
number
required

The account ID to apply the rule if

Example:

1

​
applyIfTransactionType
string
required

The transaction type to apply the rule if

Example:

"deposit"

​
conditionsType
string
required

The conditions type to apply the rule if

Example:

"and"

​
conditions
string[]
required

The conditions to apply the rule if

Example:
[
  {
    "field": "description",
    "comparator": "contains",
    "value": "Salary"
  }
]
​
assignCategory
string
required

The category to assign the rule if

Example:

"Income:Salary"

​
assignAccountId
number
required

The account ID to assign the rule if

Example:

1

​
assignPayee
string
required

The payee to assign the rule if

Example:

"Employer Inc."

​
assignMemo
string
required

The memo to assign the rule if

Example:

"Monthly Salary"

Response

200 - undefined