DevelopersAPIReferenceassets
Update asset
Update a asset with the Walletguide REST API. Parameters, response fields, and a playground you can run.
PATCH
bearerAuthheader
Authorization<token>A Walletguide API key (wg_…) or an OAuth bearer token. Paste the value only. Create a key under Wallet settings → API keys.
walletId*stringRow uuid
Format
uuidid*stringRow uuid
Format
uuidapplication/json- body
type?stringValue in
"manualBank""automatedBank""automatedBankTotalValue""manualCrypto""manualCash""manualCreditCard""automatedCreditCard""automatedCreditCardTotalValue""manualLoan""automatedLoan""automatedLoanTotalValue""manualRealEstate""manualRealEstateTotalValue""manualPhysicalAsset""manualPhysicalTotalValue""manualTransitAccount""manualOther""manualCompany""manualBankTotalValue""manualCreditCardTotalValue""manualLoanTotalValue""manualCompanyTotalValue""manualOtherTotalValue""manualCryptoTotalValue""automatedCryptoTotalValue""manualInvestmentPortfolio""manualInvestmentPortfolioTotalValue""manualSecurity""automatedInvestmentPortfolioTotalValue"name?stringLength
1 <= lengthaccess?stringValue in
"fixed""semiFixed""liquid"assetGroupId?|Row uuid
Format
uuidarchived?booleanexpectedAnnualReturn?number|nullorder?numberdefaultCurrency?string|nullaccountNumber?string|nulldefaultCategoryId?|Category row uuid or a system-category sentinel ('transfer'/'balance'/'offset')
valueChangeCategoryId?|Category row uuid or a system-category sentinel ('transfer'/'balance'/'offset')
gainsLossesCategoryId?|Category row uuid or a system-category sentinel ('transfer'/'balance'/'offset')
feesCategoryId?|Category row uuid or a system-category sentinel ('transfer'/'balance'/'offset')
taxCategoryId?|Category row uuid or a system-category sentinel ('transfer'/'balance'/'offset')
importSettings?|nullbankConnection?|nullThe updated asset
application/json- response
id*stringFormat
uuidwalletId*stringFormat
uuidfirestoreId*string|nulltype*stringValue in
"manualBank""automatedBank""automatedBankTotalValue""manualCrypto""manualCash""manualCreditCard""automatedCreditCard""automatedCreditCardTotalValue""manualLoan""automatedLoan""automatedLoanTotalValue""manualRealEstate""manualRealEstateTotalValue""manualPhysicalAsset""manualPhysicalTotalValue""manualTransitAccount""manualOther""manualCompany""manualBankTotalValue""manualCreditCardTotalValue""manualLoanTotalValue""manualCompanyTotalValue""manualOtherTotalValue""manualCryptoTotalValue""automatedCryptoTotalValue""manualInvestmentPortfolio""manualInvestmentPortfolioTotalValue""manualSecurity""automatedInvestmentPortfolioTotalValue"name*stringaccess*stringValue in
"fixed""semiFixed""liquid"assetGroupId*|Format
uuidarchived*booleanexpectedAnnualReturn*|Range
-140737488355328 <= value <= 140737488355327order*numberRange
-140737488355328 <= value <= 140737488355327defaultCurrency*|Value in
"EUR""AUD""BGN""BRL""CAD""CHF""CNY""CZK""DKK""GBP""HKD""HUF""IDR""ILS""INR""ISK""JPY""KRW""MXN""MYR""NOK""NZD""PHP""PLN""RON""SEK""SGD""THB""TRY""USD""ZAR"nullaccountNumber*string|nulldefaultCategoryId*|Format
uuidvalueChangeCategoryId*|Format
uuidgainsLossesCategoryId*|Format
uuidfeesCategoryId*|Format
uuidtaxCategoryId*|Format
uuidimportSettings*|nullbankConnection*|nullcreatedTime*|Format
date-timecreatedUserId*string|nulllastUpdatedTime*|Format
date-timelastUpdatedUserId*string|nullcurl -X PATCH 'https://api.walletguide.com/wallets/497f6eca-6276-4993-bfeb-53cbbbba6f08/assets/497f6eca-6276-4993-bfeb-53cbbbba6f08' \ -H 'Content-Type: application/json' \ -d '{}'Example Response
{ "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08", "walletId": "0ecad4a2-3549-43fb-807e-9ff033247480", "firestoreId": "string", "type": "manualBank", "name": "string", "access": "fixed", "assetGroupId": "78504883-e9ea-4e37-a299-85b4719844b2", "archived": true, "expectedAnnualReturn": -140737488355328, "order": -140737488355328, "defaultCurrency": "EUR", "accountNumber": "string", "defaultCategoryId": "0f63fd5d-d332-4663-9682-fda5c7d5685d", "valueChangeCategoryId": "6c8c3179-b825-4690-a67f-3ce6d946199a", "gainsLossesCategoryId": "ec29ec32-3029-40eb-8035-8d9d66b8b75b", "feesCategoryId": "ff3a0a5d-a598-43d2-adba-4c17b5925cfa", "taxCategoryId": "7293cae9-1ff3-4c2d-8fef-c6490a737060", "importSettings": { "csv": null, "property1": null, "property2": null }, "bankConnection": { "type": "klarna", "countryCode": "string", "gocardlessAccount": { "id": "string", "iban": "string", "institution": { "id": "string", "name": "string", "bic": "string", "logo": "string", "transactionTotalDays": 0 } }, "finApiAccount": { "id": 0, "iban": "string", "institution": { "id": 0, "name": "string", "bic": "string", "logoStored": true }, "createdUserId": "string" }, "plaidAccount": { "id": "string", "mask": "string", "type": "investment", "subtype": "string", "institution": { "id": "string", "name": "string", "url": "string", "logoStored": true, "routingNumbers": [ "string" ], "primaryColor": "string" }, "createdUserId": "string", "itemId": "string" }, "status": "active", "expireTime": "2019-08-24T14:15:22Z", "lastSyncTime": "2019-08-24T14:15:22Z", "balanceMismatchSince": "2019-08-24T14:15:22Z", "balanceMismatchCalculatedBalance": 0, "balanceMismatchReportedBalances": [ 0 ], "balanceMismatchNotifiedTime": "2019-08-24T14:15:22Z", "balanceMismatchReminderCount": 0 }, "createdTime": "2019-08-24T14:15:22Z", "createdUserId": "string", "lastUpdatedTime": "2019-08-24T14:15:22Z", "lastUpdatedUserId": "string"}