Penny Docs
Transactions

Bulk Update Review

POST
/v1/households/{household_id}/transactions/bulk-review

Sets need_review on matching non-deleted transactions and returns the affected transactions. Set it to false to mark them reviewed, or true to put them back in the review queue.

Hidden transactions are eligible; split parents and transactions on deleted accounts are excluded. Missing or ineligible IDs are skipped, with transaction_not_found returned when none match.

Authorization

PersonalApiToken
AuthorizationBearer <token>

Use your personal API token (penny_pat_…) as the bearer credential. Enter the token only; the client adds the Bearer prefix. Read-only tokens permit read requests. Read/write tokens remain limited by your current household membership and role. See https://penny.finance/docs/api#authentication for setup.

In: header

Path Parameters

household_id*Household Id

Request Body

application/json

transaction_ids*array<string>
Items1 <= items <= 1000
need_review*Need Review

Response Body

application/json

application/json

application/json

application/json

application/json

application/json

application/json

application/json

curl -X POST "https://example.com/v1/households/string/transactions/bulk-review" \  -H "Content-Type: application/json" \  -d '{    "transaction_ids": [      "Tx3fJ9mS6vBa"    ],    "need_review": true  }'
{  "transactions": [    {      "id": "Tx3fJ9mS6vBa",      "original_name": "BLUE BOTTLE COFFEE #047",      "user_name": "Morning coffee",      "amount": {        "amount": "68.42",        "currency": "USD"      },      "native_amount": {        "amount": "68.42",        "currency": "USD"      },      "lat": 37.7764,      "lon": -122.4231,      "pending": false,      "penny_taxonomy": "FOOD_AND_DRINK_COFFEE",      "account": {        "id": "Ac7kP2mN9qRs",        "mask": "4821",        "name": "Everyday Checking",        "type": "depository",        "current_balance": {          "amount": "68.42",          "currency": "USD"        },        "currency": "USD",        "household_id": "Hh4vK8pQ2sLm",        "user_name": "Daily spending"      },      "household_finance_category": {        "id": "Ct5nR8wY1jFu",        "name": "Coffee & Dining",        "emoji": "☕️",        "category_type": "income",        "group_id": "Cg2mV7pL4zXe"      },      "merchant": {        "id": "Mr9dL3xT6bQa",        "name": "Blue Bottle Coffee",        "website": "https://www.bluebottlecoffee.com/",        "image_url": "https://cdn.penny.finance/merchants/blue-bottle-coffee.png",        "default_image_url": "https://cdn.penny.finance/merchants/default-coffee.png",        "transaction_count": 18      },      "image_url": "https://cdn.penny.finance/merchants/blue-bottle-coffee.png",      "image_kind": "merchant",      "tags": [        {          "id": "Tg8qN1cK5rWd",          "name": "Work meals",          "color": "#6D5BD0"        }      ],      "is_deleted": false,      "is_hidden": false,      "pending_transaction_id": "Tx3fJ9mS6vBa",      "date": "2019-08-24",      "need_review": false,      "possible_duplicate_ids": [        "Tx3fJ9mS6vBa"      ],      "notes": "Coffee with Sam before work",      "created_at": "2019-08-24T14:15:22Z",      "updated_at": "2019-08-24T14:15:22Z",      "name": "Morning coffee",      "split_from_transaction_id": "Tx3fJ9mS6vBa",      "split_child_ids": [        "Tx3fJ9mS6vBa"      ],      "is_recurring": false    }  ]}

Bulk Add Tags POST

Adds the supplied tags to matching non-deleted transactions without removing existing tags. Hidden transactions are eligible; split parents and transactions…

Bulk Set Category POST

Assigns one household category to matching non-deleted transactions, or clears their category when householdfinancecategoryid is null. The chosen category…