Multi-select transactions
complete
L
Lara
When will this feature be available for the mobile app?
S
Shawn Eliav
Merged in a post:
Selecting multiple transactions at once . In a bulk.
P
PXM
Had to do it one by one which is ok when is done for a week or two weeks but not when full months needs adjustments .
It would be great to be able to hold and select multiple transactions at once and put em in a category by choice . Especially the ones that are the same. I know I can create RULES but in this case doesn’t help as the code and the names of same category can’t seem to fall under one rule.
S
Shawn Eliav
Merged in a post:
Assign multiple transactions to a single category
F
Felix
I would like the ability to select multiple transactions and assign them to a single category in one click. Currently I have to select all transactions and assign them.
I realize you can click “apply to all” transactions and this will process future incoming transactions but it does not process transactions that have already come into Truebill. (At least that is my experience).
Also the ability to process transactions by the same vendor within a specific date range in the past would be helpful.
Perhaps these features already exist? Please let me know if they do already!
Just want to say I’ve been using mint.com for over a decade and I’ve never been impressed. Truebill however is revolutionary!!
S
Shawn Eliav
complete
S
Shawn Eliav
Hello everyone! You can now select multiple transactions and rename, categorize, or ignore them all at once on our desktop version! Log in to app.truebill.com to check it out!
J
Janee
Planned
S
Shawn Eliav
S
Shawn Eliav
Merged in a post:
Edit multiple transactions
A
Ashley
I have a checking and credit card account through the same bank. I use my credit card for 99% of purchases, and my checking automatically pays them all off. Which means I always have duplicate everything. I usually have to go into my checking transactions and manually edit each one to select “ignore” but if there was a way to edit multiples that would be so much easier.
D
Daniela
7203609658
C
Crystal
I agree this would be helpful
D
Daniela
Crystal: not helpul
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