The Bulk Edit tool lets you update multiple transactions at the same time. This saves you time and energy.
Use Bulk Edit to quickly correct, reorganize or clean up several transactions at once.
Bulk Edit is available on the website only.
What Can Bulk Edit Do?
With Bulk Edit, you can:
- Move multiple transactions to a different Envelope or Account
- Rename multiple transactions at once
- Add tags to multiple transactions
- Delete multiple transactions at the same time, which is a permanent action
How to Use Bulk Edit (Web Only)
- Go to your transaction list on the web app.
- Click the check mark that appears under the Type column to select your transactions.
- Choose the change you want to apply by choosing your option in the upper-right corner (i.e. Move to Envelope, Move to Account, Change Name, etc,.).
- Confirm your update and all selected transactions will be updated at once.
Check out the video below to see how it’s done!
*This article was written by humans, restructured for scannability using GenAI, and reviewed by humans.
