> ## Documentation Index > Fetch the complete documentation index at: https://docs.tight.com/llms.txt > Use this file to discover all available pages before exploring further. # Save transaction rules > Save new (or update existing) transaction rules ## OpenAPI ````yaml https://dev.tight.com/v3/api-docs post /v6/banks/transactions/rules openapi: 3.0.1 info: title: Tight API contact: name: Hurdlr, Inc. (dba Tight) url: https://www.tight.com email: api@tight.com version: 6.0.0 servers: - url: https://sandbox.tight.com description: Staging Environment - url: https://prod.tight.com description: Production Environment security: - EmbedToken: [] paths: /v6/banks/transactions/rules: post: tags: - Transaction Rules summary: Save transaction rules description: Save new (or update existing) transaction rules operationId: postTransactionRules requestBody: content: application/json: schema: $ref: '#/components/schemas/MultiParamTransactionRulePostDto' required: true responses: '200': description: Success content: application/json: schema: $ref: >- #/components/schemas/ResponseListMultiResponseTransactionRuleGetDto '207': description: >- Some transaction rules failed to save. See response body for error details. content: application/json: schema: $ref: >- #/components/schemas/ResponseListMultiResponseTransactionRuleGetDto '400': description: All transaction rules failed to save. content: application/json: schema: $ref: >- #/components/schemas/ResponseListMultiResponseTransactionRuleGetDto '401': description: Not authenticated content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: INVALID_TOKEN message: Invalid access token '403': description: Not authorized content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: FORBIDDEN message: Expired access token '404': description: Endpoint not found content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: BAD_REQUEST message: Resource not found '500': description: Internal server error content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: UNKNOWN_ERROR message: Something went wrong. Please try again later. security: - EmbedToken: [] components: schemas: MultiParamTransactionRulePostDto: required: - data type: object properties: data: type: array items: $ref: '#/components/schemas/TransactionRulePostDto' ResponseListMultiResponseTransactionRuleGetDto: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: type: array description: The data generated by the action performed. items: $ref: '#/components/schemas/MultiResponseTransactionRuleGetDto' error: type: array items: $ref: '#/components/schemas/ErrorItem' ErrorResponse: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: type: object description: The data generated by the action performed. nullable: true error: type: array items: $ref: '#/components/schemas/ErrorItem' TransactionRulePostDto: type: object properties: id: type: string description: Id of the transaction rule, required when updating an existing rule example: trl_5445116 status: type: string description: Status of the transaction rule nullable: false example: ACTIVE enum: - ACTIVE - INACTIVE - REMOVED filter: $ref: '#/components/schemas/TransactionRuleFilterPostDto' update: $ref: '#/components/schemas/TransactionRuleUpdatePostDto' applyToExistingTransactions: type: boolean description: >- Whether or not to apply this rule to all existing transactions. Will overwrite fields on existing transactions default: false customData: $ref: '#/components/schemas/JsonNode' MultiResponseTransactionRuleGetDto: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE statusCode: $ref: '#/components/schemas/HttpStatus' data: $ref: '#/components/schemas/TransactionRuleGetDto' error: type: array items: $ref: '#/components/schemas/ErrorItem' description: The data generated by the action performed. ErrorItem: type: object properties: type: type: string description: The type of the error. Safe for programmatic use. enum: - UNKNOWN_ERROR - INVALID_TOKEN - EXPIRED_TOKEN - FORBIDDEN - BAD_REQUEST - JSON_ERROR - DUPLICATE - REQUIRED - INVALID_VALUE - NOT_MODIFIABLE - INVALID_FORMAT - NOT_FOUND message: type: string description: >- A human-readable message providing more details about the error. Safe for displaying to a user. param: type: string description: >- If the error is parameter-specific, the parameter related to the error. This can be used to display a message near the correct form field. description: Errors associated with the action performed, if applicable. TransactionRuleFilterPostDto: type: object properties: description: $ref: '#/components/schemas/DescriptionCondition' amount: $ref: '#/components/schemas/AmountCondition' vendor: $ref: '#/components/schemas/VendorCondition' glAccount: $ref: '#/components/schemas/GlAccountCondition' bankAccount: $ref: '#/components/schemas/BankAccountCondition' description: Filter criteria defining which transactions this rule matches nullable: false TransactionRuleUpdatePostDto: type: object properties: glAccountId: type: string description: GlAccount to assign to matched transactions nullable: false example: gla_58932890 vendorId: type: string description: Vendor to assign to matched transactions nullable: false example: vnd_28868401 customerId: type: string description: Customer to assign to matched transactions nullable: false example: cus_4852707 reviewStatus: type: string description: Review status to assign to matched transactions nullable: false example: RECONCILED enum: - RECONCILIATION_DISCREPANCY - USER_REVIEW_REQUIRED - ACCOUNTANT_REVIEW_REQUIRED - PARTNER_REVIEW_REQUIRED - AWAITING_MATCH - STAGED - RECONCILED dimensionValueIds: type: array nullable: false items: type: string description: Dimension values to assign to matched transactions example: dv_12345678 description: Updates to apply to matched transactions nullable: false JsonNode: type: object properties: empty: type: boolean array: type: boolean 'null': type: boolean object: type: boolean float: type: boolean string: type: boolean number: type: boolean missingNode: type: boolean valueNode: type: boolean nodeType: type: string enum: - ARRAY - BINARY - BOOLEAN - MISSING - 'NULL' - NUMBER - OBJECT - POJO - STRING pojo: type: boolean integralNumber: type: boolean floatingPointNumber: type: boolean short: type: boolean int: type: boolean long: type: boolean double: type: boolean bigDecimal: type: boolean bigInteger: type: boolean textual: type: boolean deprecated: true boolean: type: boolean binary: type: boolean container: type: boolean embeddedValue: type: boolean description: >- Custom JSON in which you can store any data with max length of 2000 characters nullable: true example: internal_key: some_internal_key some_other_field: 23434 HttpStatus: type: integer description: The HTTP status code for the action performed. format: int32 enum: - 200 - 400 - 401 - 403 - 404 - 500 TransactionRuleGetDto: required: - filter - filterDisplayName - id - lastAppliedDateTime - matchCount - status - update - updateDisplayName type: object properties: id: type: string description: Id of the transaction rule example: trl_5445116 status: type: string description: Status of the transaction rule example: ACTIVE enum: - ACTIVE - INACTIVE - REMOVED filter: $ref: '#/components/schemas/TransactionRuleFilterDto' update: $ref: '#/components/schemas/TransactionRuleUpdateGetDto' matchCount: type: integer description: Number of matched transactions for the transaction rule format: int64 example: 4 lastAppliedDateTime: type: string description: Date on which the most recent match occurred of the transaction rule format: date-time filterDisplayName: type: string description: Description of the filter conditions of the transaction rule example: Vendor is "Starbucks" updateDisplayName: type: string description: Description of the updates applied by the transaction rule example: Set glAccount as "Taxi" customData: $ref: '#/components/schemas/JsonNode' description: The data generated by the action performed. DescriptionCondition: type: object properties: equal: type: string description: Exact match on transaction description example: Office Supplies contain: type: string description: Contains match on transaction description example: Supplies description: Filter by transaction description nullable: false AmountCondition: type: object properties: equal: type: integer description: Exact amount match format: int32 greaterThan: type: integer description: Amount greater than format: int32 greaterThanEqual: type: integer description: Amount greater than or equal format: int32 lessThan: type: integer description: Amount less than format: int32 lessThanEqual: type: integer description: Amount less than or equal format: int32 description: Filter by transaction amount nullable: false VendorCondition: type: object properties: id: $ref: '#/components/schemas/IdCondition' description: Filter by vendor nullable: false GlAccountCondition: type: object properties: id: $ref: '#/components/schemas/IdCondition' description: Filter by GL account nullable: false BankAccountCondition: type: object properties: id: $ref: '#/components/schemas/IdCondition' description: Filter by bank account nullable: false TransactionRuleFilterDto: type: object properties: description: $ref: '#/components/schemas/DescriptionCondition' amount: $ref: '#/components/schemas/AmountCondition' vendor: $ref: '#/components/schemas/VendorCondition' glAccount: $ref: '#/components/schemas/GlAccountCondition' bankAccount: $ref: '#/components/schemas/BankAccountCondition' description: Filter criteria defining which transactions this rule matches nullable: true TransactionRuleUpdateGetDto: required: - customer - dimensionValues - glAccount - reviewStatus - vendor type: object properties: glAccount: nullable: true allOf: - $ref: '#/components/schemas/GlAccountExpanded' vendor: nullable: true allOf: - $ref: '#/components/schemas/VendorExpanded' customer: nullable: true allOf: - $ref: '#/components/schemas/CustomerExpanded' reviewStatus: type: string description: Review status assigned to matched transactions nullable: true example: RECONCILED enum: - RECONCILIATION_DISCREPANCY - USER_REVIEW_REQUIRED - ACCOUNTANT_REVIEW_REQUIRED - PARTNER_REVIEW_REQUIRED - AWAITING_MATCH - STAGED - RECONCILED dimensionValues: maxItems: 4 type: array items: $ref: '#/components/schemas/DimensionValueExpanded' description: Updates to apply to matched transactions nullable: true IdCondition: type: object properties: equal: type: string description: Exact match on template GL account id example: tgla_324231 description: Filter by template GL account id GlAccountExpanded: required: - id type: object properties: id: type: string description: Id of the GL account example: gla_38560327 name: type: string description: Name of the GL account example: Officer(s) Salaries and Wages accountNo: type: string description: Number of the GL account example: '60210' type: type: string description: Type the GL account example: EXPENSE enum: - ASSET - LIABILITY - EQUITY - INCOME - COGS - EXPENSE - OTHER_INCOME - OTHER_EXPENSE - SUSPENSE iconUrl: type: string description: Icon URL of the GL account example: https://cdn.sandbox.tight.com/icons/glAccountTypes/expense.png displayName: type: string description: Display name of the GL account example: '#60210 Officer(s) Salaries and Wages' description: GL account details VendorExpanded: required: - id type: object properties: id: type: string description: Id of the vendor example: vnd_28868401 name: type: string description: Name of the vendor example: Gusto description: Vendor associated with this child payment nullable: true CustomerExpanded: required: - id type: object properties: id: type: string description: Id of the customer example: cus_4852707 name: type: string description: Name of the customer example: Abigail Adams email: type: string description: Email of the customer example: abigail@tight.com description: Customer associated with this time entry nullable: true DimensionValueExpanded: required: - id type: object properties: id: type: string description: Id of the dimension value example: dv_593051 dimension: $ref: '#/components/schemas/DimensionExpanded' name: type: string description: Name of the dimension value example: Mid-Atlantic child: $ref: '#/components/schemas/ChildDimensionValue' description: List of dimension values associated with this time entry DimensionExpanded: required: - id type: object properties: id: type: string description: Id of the dimension example: dim_4521 name: type: string description: Name of the dimension example: Region requiredness: type: string description: Requiredness of the dimension example: NOT_REQUIRED enum: - REQUIRED - NOT_REQUIRED description: Dimension for this dimension value ChildDimensionValue: required: - id type: object properties: id: type: string description: Id of the dimension value example: dv_593052 dimension: $ref: '#/components/schemas/DimensionExpanded' name: type: string description: Name of the dimension value example: Washington DC child: $ref: '#/components/schemas/ChildDimensionValue' description: Child dimension value, if applicable securitySchemes: EmbedToken: type: http description: >- Bearer authentication header of the form `Bearer `, see [Authentication for more detail](/api-reference/authentication#partner-level-authentication). scheme: bearer ````