Bulk Edit Transactions

Bulk editing your transactions allows you to edit your transaction description, category, or flag all at once instead of line by line. For example, if you started using a new category and want to apply this to your past transaction history, this feature will allow you to do so.

How to Bulk Edit your transactions: 

  • Search by Category or Description in the search bar
  • Click Bulk Edit
  • Use the check boxes to select the transactions you want to edit; Tip: Select the menu bar check box to select all
  • Select a new category or type a new description as needed
  • Click Apply to save your changes or Cancel to start over

Pro Tip! Changes won’t be saved until you click Apply so you can change the category and description as many times as you need.

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