Bulk Editing

1 min read

Edit multiple transactions at once. Quickly categorize, tag, or modify many transactions without clicking through each one individually.

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

Selected count appears at the top.

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 - Remove from main view

• Delete - Permanently remove (manual transactions only)

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.

• 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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