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Bulk Actions

It can be extremely useful to be able to bulk edit or duplicate a number of transactions at once.

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This guidance is not compatible with split transactions, bulk editing produces some unexpected behaviors when bulk editing split transactions.

Use Cases​

  1. Adding categories to imported transactions.
  2. Changing the category for a number of transactions you may wish to recategorize.
  3. Adding a note to certain transactions in order to provide more granular detail for analysis, without having to add still more categories.
  4. Changing the Account for a number of transactions - perhaps due to a manual entry or import error.
  5. Duplicating multiple transactions that may not be appropriate for scheduling.

Editing Transaction Properties​

There are various components of a transaction that can be changed through bulk edit. These can be seen here.

The selection menu, with the fields that can be edited listed under Edit field

To Access this drop down first go to "All accounts" so that you can see all transactions.

The sidebar with All accounts highlighted

Then Search or Filter to identify the transactions that you wish to change and select the tick box in the left hand column (by the date column).

All accounts searched for City Water, showing four transactions with tick boxes The four transactions ticked, with the 4 transactions button highlighted

Now you are ready to alter one or more components of these selected transactions. Go to the drop down top right (in this case the arrow next to "4 transactions")

The selection menu open next to 4 transactions

Now select the component you wish to change. In this case we are going to add a Note

The Notes dialog with Water bill typed in

Press "Enter" and all the selected transactions are changed.

The four selected transactions, now all with the note Water bill

Here is another example. This time to bulk change a Category.

The Category dialog filtered to the Water category

Duplicating Transactions​

To duplicate transactions (one or more), simply navigate to the Accounts page as described above, and select the tick box in the left hand column. Once selected, go to the drop down menu on the top right of the page, above the table header. Open the menu and select "Duplicate". Your newly duplicated transactions will appear in the transactions table!

The selection menu with Duplicate highlighted