Bulk Editing

Selecting Multiple Transactions

On the Transactions page:

• Click the checkbox on individual transactions

• Use Shift+Click to select a range

• Click on the top select box to select all transactions

A "selected" count appears at the top alongside a running total — the net amount of the rows you've picked, converted to your base currency. If your selection spans multiple currencies, the per-currency breakdown is shown next to the converted total.

Bulk Actions

With transactions selected, you can:

• Change category - Apply the same category to all

• Add/remove tags - Tag multiple transactions at once

• Mark as reviewed - Clear the needs review flag

• Archive - Hide from your main view (can be restored later via Archived Transactions)

• Delete - Permanently remove (manual transactions only)

Filtering Before Bulk Edit

Use filters to find specific transactions first:

• Filter by category (especially "Uncategorized")

• Filter by date range

• Filter by account

• Search by merchant name

Then select and bulk edit the filtered results.

Common Use Cases

• Categorize all transactions from a specific merchant

• Tag all transactions for a trip or project

• Mark imported transactions as reviewed

• Archive old transactions you don't need to see

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