Bulk Editing

It is for the moments when one-at-a-time edits would take ages and the change is essentially the same each time:

• Cleaning up after a CSV import that landed uncategorised.
• Recategorising months of transactions from a single merchant.
• Deleting duplicates after re-linking an account.
• Moving a batch of transactions onto a different budget.

You can start from any transaction list: the full transactions screen, a filtered search result, or the activity inside a budget or account.

1. On mobile, long-press any transaction. On desktop, use the checkbox beside one.
2. A multi-select toolbar appears at the top or bottom of the screen.
3. Tap further transactions to add them to the selection.

Leave selection mode at any time by deselecting everything or tapping the cancel control.

Tapping every transaction is fine for ten and painful for three hundred. Select All grabs everything currently in the list.

The important detail is that Select All acts on the filtered, visible set. So the pattern that makes bulk editing safe is: scope the list first with search and filters, check the list looks right, then select all. See Searching & Filtering.

• Category - reassign every selected transaction to a new category.
• Budget - move them onto a different budget.
• Delete - remove them.

All three are available wherever you enter selection mode; only the category and budget options offered change with context.

Two of the actions quietly change more than the field you picked:

• Moving transactions to a category that is not budgetable - Transfer, Investments, an income category or Uncategorized - clears their budget, because those do not count as spending. Moving between ordinary spending categories leaves the budget alone.
• A bulk budget change removes any Timed Budget Redirect on those transactions, so they stop following the redirect period and stay on the budget you just picked.

A bulk category change also pins that categorisation, so Cadence will not recategorise those transactions automatically later.

What you can undo depends on the action:

• Category and budget changes can be reverted by repeating the bulk action with the original value, often using the same filter you used the first time.
• Delete depends on where the transaction came from.