Select & Categorize Multiple Transactions
I
Ian
Please, it is so annoying to add multiple tags or change multiple categories on mobile. You can do it on desktop, but desktop doesn’t support tags!!
Fox
Merged in a post:
Multi-select on mobile app
I
Ibironke
A batch/multi-select option is necessary for the mobile app. Actions like adding a tag or setting a category for several transactions can't be easily done when you have 50+ transactions to update.
Fox
Merged in a post:
Select multiple transactions at once for mass changes
Max
I would like to be able to apply to a large amount of transactions at once. I would like to make a selection and then apply a tag. Currently I have to go into each individual transaction and apply the individual tag.
Zoey
Merged in a post:
Multi-select transactions
H
Haley
I would like the ability to multi-select transactions to set them as a category instead of clicking on each one to change them.
Zoey
Merged in a post:
Multi-select in transaction list view
A
Aaron Strauli
It would be helpful to be able to select multiple items on the transaction list view so that I may apply a bulk action on those items (e.g. update the categories of those items, apply a note, etc.)
Lupe
Merged in a post:
Add option to apply to multiple expenses same category in bulk
E
Ed
Add option to apply to multiple expenses same category in bulk
Lupe
Merged in a post:
Select All in Drop Downs
S
Sam Y.
Suggesting "Select All" option for drop downs to make selection / deselection process much faster especially if you have 100 categories or other options.
Fox
Merged in a post:
Category Swipe Feature Enhancement
S
Sonia
It would be useful to add the Create a Rule when we swipe left on a transaction to create a rule and apply that category to all of those transactions.
Fox
Merged in a post:
Update Category based on time frame
A
Andrew Larkins
It would be amazing to be able to set a single budget category to multiple transactions across a specific timeframe. For me, this is important to mark all vacation transactions to the travel category without needing to go one by one through nearly 100 transactions.
Fox
Merged in a post:
Bulk Ignore Feature for Historical Transactions - Start Fresh Option
M
Man Ian Iu
I would like to request a feature that allows users to bulk ignore all transactions from before a specific date (like the current month) without having to manually select each individual transaction. Currently, to exclude historical data while keeping accounts active, I need to manually go through hundreds of transactions one by one and select "Ignore" for each one. This is extremely time-consuming when I just want to start fresh with my budgeting from this month forward. The ideal feature would allow users to: • Select a date range (e.g., "ignore all transactions before [date]")
• Choose whether to ignore from budgets only or ignore from everything
• Apply this bulk action across all linked accounts This would be incredibly helpful for users who want to begin fresh budgeting without the tedious process of manually cleaning up extensive historical transaction data.
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