> ## Documentation Index > Fetch the complete documentation index at: https://docs.finta.io/llms.txt > Use this file to discover all available pages before exploring further. # Update a budget > Edit a budget by id. `scope: "period"` writes one month's amount and note. `scope: "template"` changes any of the amount, rollover, target or `isActive`, and past months keep their old amount. A payment envelope takes `scope: "period"` only. ## OpenAPI ````yaml /api/v2/openapi.json patch /budgets/{id} openapi: 3.0.3 info: title: Finta API v2 version: 2.0.0 description: >- DB-backed Finta API for users with storage mode enabled. Requires an API key or an OAuth access token, and an active subscription or free trial. ## Rate limits Rate limits are enforced per user based on subscription plan, separately from MCP. The free trial gets Standard limits, or Pro limits if you're trialing Pro: | Plan | Per minute | Per day | | --- | --- | --- | | Standard | 20 requests | 500 requests | | Pro | 60 requests | 2,000 requests | When a limit is exceeded, the API returns HTTP 429 with `error.code` `RATE_LIMITED` and a human-readable `message`. A `Retry-After` response header is included with the number of seconds until the window resets. servers: - url: https://api.finta.io/v2 description: Production server security: - bearerAuth: [] tags: - name: Me description: Authenticated user - name: Health description: Service health - name: Bank Connections description: Bank connection resources - name: Accounts description: Account and balance history resources - name: Investments description: Securities, holdings, and investment transaction resources - name: Transactions description: Transaction resources - name: Categories description: Transaction category resources - name: Category Groups description: Category group resources - name: Rules description: Transaction rule resources - name: Budgets description: Budget plans, budgets, and budget status paths: /budgets/{id}: patch: tags: - Budgets summary: Update a budget description: >- Edit a budget by id. `scope: "period"` writes one month's amount and note. `scope: "template"` changes any of the amount, rollover, target or `isActive`, and past months keep their old amount. A payment envelope takes `scope: "period"` only. operationId: updateBudgetV2 parameters: - name: id in: path required: true schema: type: string format: uuid description: Budget UUID requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/BudgetUpdateRequest' responses: '200': description: Updated budget content: application/json: schema: $ref: '#/components/schemas/BudgetUpdateResponse' '400': description: >- `BAD_REQUEST` for an invalid id or body, or `INVALID_TARGET`, `INVALID_PERIOD`, `PERIOD_BEFORE_START`, `UNSUPPORTED_CADENCE`, `SNAPSHOT_RANGE_TOO_LONG` content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '401': description: Missing or invalid API key content: application/json: schema: $ref: '#/components/schemas/UnauthorizedResponse' '403': description: Storage mode required or subscription inactive content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '404': description: >- `NOT_FOUND`. The plan, budget, category or account does not exist, or budgets are not enabled for this account yet. A bad plan lists the user's plan names in `message`. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '429': $ref: '#/components/responses/RateLimitedResponse' components: schemas: BudgetUpdateRequest: oneOf: - type: object additionalProperties: false required: - scope - period - amount properties: scope: type: string enum: - period period: type: string description: '`current` or YYYY-MM' amount: type: number minimum: 0 description: Dollars, at most 2 decimal places note: type: string maxLength: 500 nullable: true - type: object additionalProperties: false required: - scope minProperties: 2 properties: scope: type: string enum: - template amount: type: number minimum: 0 description: Dollars, at most 2 decimal places rolloverEnabled: type: boolean targetAmount: type: number minimum: 0 nullable: true targetDate: type: string format: date nullable: true isActive: type: boolean BudgetUpdateResponse: type: object required: - budget - periodOverride - snapshot properties: budget: $ref: '#/components/schemas/Budget' periodOverride: type: object nullable: true description: 'Set for `scope: "period"`' required: - budgetId - period - startDate - endDate - plannedAmount - note - source properties: budgetId: type: string format: uuid period: type: string startDate: type: string format: date endDate: type: string format: date plannedAmount: type: number note: type: string nullable: true source: type: string enum: - user_edited - snapshot snapshot: type: object nullable: true description: >- Set for `scope: "template"` when the amount changed: the past months written down at the old amount required: - budgetId - periodsConsidered - rowsWritten - truncated properties: budgetId: type: string format: uuid periodsConsidered: type: integer rowsWritten: type: integer truncated: type: boolean ErrorResponse: type: object required: - error properties: error: type: object required: - code - message properties: code: type: string example: STORAGE_MODE_REQUIRED message: type: string UnauthorizedResponse: type: object required: - error properties: error: type: string example: Missing or invalid Authorization header Budget: type: object required: - id - planId - targetType - categoryId - categoryGroupId - accountId - amount - rolloverEnabled - targetAmount - targetDate - startPeriod - isActive properties: id: type: string format: uuid planId: type: string format: uuid targetType: type: string enum: - category - category_group - account categoryId: type: string format: uuid nullable: true categoryGroupId: type: string format: uuid nullable: true accountId: type: string format: uuid nullable: true description: The credit card, for a payment envelope amount: type: number description: >- The template amount in dollars. A one-month amount is in `periodOverride`. rolloverEnabled: type: boolean targetAmount: type: number nullable: true targetDate: type: string format: date nullable: true startPeriod: type: string format: date description: First day of the first month the budget applies to isActive: type: boolean responses: RateLimitedResponse: description: Rate limit exceeded headers: Retry-After: description: Seconds until the rate-limit window resets schema: type: integer content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: RATE_LIMITED message: Per-minute rate limit exceeded (standard plan) securitySchemes: bearerAuth: type: http scheme: bearer description: >- A Finta API key from API settings, or an OAuth access token issued to an authorized app. Send either as `Authorization: Bearer `. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.