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Tools › Transactions › Update an account

Update an account

update_accountChanges
What it does
Changes or deletes something you had. Your assistant can ask you to confirm first. Safe to retry: the same call twice changes nothing more.
Permission
Transactions, change transactions:write

What your assistant is told

Change anything on an account: alias, IBAN, kind, booking currency or institution. account is its id, alias or IBAN. A SPARSE patch: pass only what changes; omitted fields keep their value, and an empty string "" clears iban or institution. Setting iban is how you attach a statement's IBAN to an account the user already had (see match_statement_account). Changing currency changes the default for later writes only — it never converts transactions already in the account. To move a transaction between accounts use update_transaction.

Parameters

  • accounttext, requiredAccount id, alias or IBAN, from list_accounts.
  • aliastext, optionalNew alias. Omit to keep it.
  • ibantext, optionalNew IBAN (any spacing); "" clears it. Omit to keep it.
  • kindtext, optionalNew kind: "personal" or "business". Omit to keep it.
  • currencytext, optionalNew 3-letter ISO booking currency. Omit to keep it.
  • institutiontext, optionalNew institution; "" clears it. Omit to keep it.