Bulk Editing

Bulk editing is the fastest way to fix a lot of transactions at once. It's designed for the moments when one-at-a-time edits would take ages and the changes are essentially the same.

Common situations include:

• Cleaning up after a CSV import where everything imported 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.

To start a bulk edit, you need to enter selection mode on a transaction list. The list can be the full transactions screen, a filtered search result, or the activity inside a budget or account.

1. On mobile, long-press any transaction to enter selection mode.
2. On desktop, use the checkbox or select control next to a transaction.
3. A multi-select toolbar appears at the top or bottom of the screen.
4. Tap additional transactions to add them to the selection.

You can leave selection mode at any time by deselecting everything or tapping the cancel control.

Once you have transactions selected, the toolbar exposes the actions you can apply to all of them at once:

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

These three actions are available wherever you enter selection mode. Only the category and budget options offered change with context.

Tapping every transaction is fine for ten items but painful for three hundred. Use Select All to grab every transaction currently in the list. Because Select All acts on the filtered, visible set, you can scope the list first with search or filters and then select all to act on just that subset.

The filter-then-select pattern is especially powerful. Combine it with the techniques in the Searching & Filtering article to narrow down to exactly the transactions you want before you act.

Mistakes happen, and bulk edits can multiply them quickly. 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.
• Bulk delete is permanent. Unlike deleting a single transaction, which moves it to trash where it can be restored, a bulk delete hard-deletes every selected transaction and cannot be undone. Double-check your selection before you confirm. For the single delete flow, see the Trash & Restore article.