Update a transaction Run in API Explorer
Body
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Transaction type.
Value Description adjustment Adjustment adviser_fee Adviser Fee contribution Contribution corporate_action Corporate Action distribution Distribution fee Fee income Income payment Payment provider_fee Provider Fee rebate Rebate trade Trade transfer Transfer withdrawal Withdrawal other Other Values are
adjustment,adviser_fee,contribution,corporate_action,distribution,fee,income,payment,provider_fee,rebate,trade,transfer,withdrawal, orother. -
Transaction sub type
Value Description advice_fee_adjustments Advice Fee Adjustments advice_fee_refunds Advice Fee Refunds advice_fees_ad_hoc Advice Fees Ad Hoc advice_fees_annual Advice Fees Annual advice_fees_initial Advice Fees Initial discretionary_fund_manager_fees Discretionary Fund Manager Fees nucleus_fee_rebates Nucleus Fee Rebates nucleus_fees Nucleus Fees product_fees Product Fees provider_fee_rebates Provider Fee Rebates provider_fees Provider Fees bed_and_isa_transfers Bed And Isa Transfers cash_transfers_in Cash Transfers In cash_transfers_out Cash Transfers Out inter_account_transfers_in Inter Account Transfers In inter_account_transfers_out Inter Account Transfers Out reregistrations_in Reregistrations In reregistrations_out Reregistrations Out acquisitions Acquisitions asset_closures Asset Closures bonus_issues Bonus Issues capital_reorganisations Capital Reorganisations capital_returns Capital Returns closed_offers Closed Offers compulsory_call_payments Compulsory Call Payments consolidations Consolidations de_mergers De Mergers early_withdrawals Early Withdrawals fund_mergers Fund Mergers liquidations Liquidations mergers Mergers open_offers Open Offers optional_call_conversions Optional Call Conversions optional_call_payments Optional Call Payments optional_conversions Optional Conversions optional_redemptions Optional Redemptions rights_issues Rights Issues scheme_of_arrangements Scheme Of Arrangements scrip_dividends Scrip Dividends share_offers Share Offers stock_splits Stock Splits subdivisions Subdivisions subscription_offers Subscription Offers subscriptions Subscriptions take_overs Take Overs tender_offers Tender Offers credit_adjustments Credit Adjustments debit_adjustments Debit Adjustments early_redemption Early Redemption external_value External Value insurance_premium_adjustments Insurance Premium Adjustments interest_adjustments Interest Adjustments share_capital_reductions Share Capital Reductions surcharge_adjustments Surcharge Adjustments trade_correction Trade Correction lump_sum Lump Sum regular Regular reinvestment_of_income Reinvestment Of Income transfer_in Transfer In amc_cash_rebates Amc Cash Rebates amc_unit_rebates Amc Unit Rebates tax_rebates Tax Rebates asset_conversions Asset Conversions auto_disinvestments Auto Disinvestments buys Buys rebalances Rebalances sells Sells switches Switches dividend Dividend dividend_tax Dividend Tax interest Interest bed_and_isa_payments Bed And Isa Payments corrections Corrections lump_sum_payments Lump Sum Payments pension_tax_relief Pension Tax Relief regular_employer_payments Regular Employer Payments regular_payments Regular Payments bond_assignments Bond Assignments lump_sum_withdrawals Lump Sum Withdrawals natural_income Natural Income regular_withdrawals Regular Withdrawals income_distributions Income Distributions interest_distributions Interest Distributions other Other Values are
advice_fee_adjustments,advice_fee_refunds,advice_fees_ad_hoc,advice_fees_annual,advice_fees_initial,discretionary_fund_manager_fees,nucleus_fee_rebates,nucleus_fees,product_fees,provider_fee_rebates,provider_fees,bed_and_isa_transfers,cash_transfers_in,cash_transfers_out,inter_account_transfers_in,inter_account_transfers_out,reregistrations_in,reregistrations_out,acquisitions,asset_closures,bonus_issues,capital_reorganisations,capital_returns,closed_offers,compulsory_call_payments,consolidations,de_mergers,early_withdrawals,fund_mergers,liquidations,mergers,open_offers,optional_call_conversions,optional_call_payments,optional_conversions,optional_redemptions,rights_issues,scheme_of_arrangements,scrip_dividends,share_offers,stock_splits,subdivisions,subscription_offers,subscriptions,take_overs,tender_offers,credit_adjustments,debit_adjustments,early_redemption,external_value,insurance_premium_adjustments,interest_adjustments,share_capital_reductions,surcharge_adjustments,trade_correction,lump_sum,regular,reinvestment_of_income,transfer_in,amc_cash_rebates,amc_unit_rebates,tax_rebates,asset_conversions,auto_disinvestments,buys,rebalances,sells,switches,dividend,dividend_tax,interest,bed_and_isa_payments,corrections,lump_sum_payments,pension_tax_relief,regular_employer_payments,regular_payments,bond_assignments,lump_sum_withdrawals,natural_income,regular_withdrawals,income_distributions,interest_distributions, orother. -
Transaction amount in pennies
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Transaction date
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Transaction note
Maximum length is
1000.
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/plans/dcf0-484e-a0c5-08590fe89a84-f6aa1670/transaction/dbf0-4b4e-a0c5-0b59bf8b84-f6aa1670' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"type":"adjustment","sub_type":"advice_fee_adjustments","amount":1099,"date":"2026-06-09","notes":"Notes about the transaction"}'# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"type": "adjustment",
"sub_type": "advice_fee_adjustments",
"amount": 1099,
"date": "2026-06-09",
"notes": "Notes about the transaction"
}{
"message": "Plan is being deleted."
}{
"message": "Plan is being deleted."
}