Transactions

Edit transactions

PUT /documents/{document_id}/transactions

Replace the transaction array for a processed bank statement. The original extraction is preserved as an immutable backup on first edit, so POST /documents/{document_id}/transactions/revert can always restore it. Balance re-validation runs by default.

PUT/documents/{document_id}/transactions

curl

curl -X PUT "https://api.kita.ai/api/v1/documents/42/transactions" \
  -H "Authorization: Bearer $KITA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "transactions": [
    {
      "transaction_id": "<transaction_id>",
      "date": "<date>",
      "description": "<description>",
      "amount": 0
    }
  ]
}'

Path parameters

Field	Type	Description
`document_id`required	integer	Positive integer document ID.

Request body · application/json

Field	Type	Description
`transactions`required	object[]	The full updated transactions array.
`transactions[].transaction_id`	string
`transactions[].date`	string	As printed on the statement.
`transactions[].description`	string
`transactions[].amount`	number
`transactions[].debit`	number
`transactions[].credit`	number
`transactions[].balance`	number
`transactions[].category`	string
`transactions[].is_outlier`	boolean
`transactions[].outlier_reason`	string \| null
`revalidate`	boolean	Re-run balance validation.

Response · 200

Field	Type	Description
`success`	boolean
`transactions`	object[]
`transactions[].transaction_id`	string
`transactions[].date`	string	As printed on the statement.
`transactions[].description`	string
`transactions[].amount`	number
`transactions[].debit`	number
`transactions[].credit`	number
`transactions[].balance`	number
`transactions[].category`	string
`transactions[].is_outlier`	boolean
`transactions[].outlier_reason`	string \| null
`metrics`	object
`balance_checks`	object
`edit_history`	object
`edit_history.last_edited_at`	string(date-time)
`edit_history.edited_by_user_id`	string
`edit_history.version`	integer

Errors

Field	Type	Description
`400`	error	The request was rejected. See `error` for the machine-readable code.
`404`	error	Resource does not exist, or belongs to another organization.

Revert to the original extraction

POST /documents/{document_id}/transactions/revert

Restores the originally extracted transactions. Only available after at least one edit.

POST/documents/{document_id}/transactions/revert

curl

curl -X POST "https://api.kita.ai/api/v1/documents/42/transactions/revert" \
  -H "Authorization: Bearer $KITA_API_KEY"

Path parameters

Field	Type	Description
`document_id`required	integer	Positive integer document ID.

Response · 200

Field	Type	Description
`success`	boolean
`transactions`	object[]
`transactions[].transaction_id`	string
`transactions[].date`	string	As printed on the statement.
`transactions[].description`	string
`transactions[].amount`	number
`transactions[].debit`	number
`transactions[].credit`	number
`transactions[].balance`	number
`transactions[].category`	string
`transactions[].is_outlier`	boolean
`transactions[].outlier_reason`	string \| null
`metrics`	object
`balance_checks`	object
`message`	string

Errors

Field	Type	Description
`400`	error	The request was rejected. See `error` for the machine-readable code.
`404`	error	Resource does not exist, or belongs to another organization.

Re-run balance validation

POST /documents/{document_id}/transactions/revalidate

Re-validates the current transactions without modifying them.

POST/documents/{document_id}/transactions/revalidate

curl

curl -X POST "https://api.kita.ai/api/v1/documents/42/transactions/revalidate" \
  -H "Authorization: Bearer $KITA_API_KEY"

Path parameters

Field	Type	Description
`document_id`required	integer	Positive integer document ID.

Response · 200

Field	Type	Description
`success`	boolean
`transactions`	object[]
`transactions[].transaction_id`	string
`transactions[].date`	string	As printed on the statement.
`transactions[].description`	string
`transactions[].amount`	number
`transactions[].debit`	number
`transactions[].credit`	number
`transactions[].balance`	number
`transactions[].category`	string
`transactions[].is_outlier`	boolean
`transactions[].outlier_reason`	string \| null
`metrics`	object
`balance_checks`	object

Errors

Field	Type	Description
`404`	error	Resource does not exist, or belongs to another organization.

Transactions

Edit transactions

curl

Revert to the original extraction

curl

Re-run balance validation

curl

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