Bulk update
Bulk update changes several transactions in one go. It's handy after importing transactions, or when you want to tag a whole trip, mark a batch as cleared or move a set of expenses to another category.
Update several transactions
- On the Transactions screen, tap ⋮ › Bulk update.
- Under Transactions to update, tick the transactions you want to change. The list shows your Upcoming transactions and Recent transactions.
- Under Properties to update, choose what to change and set the new value: Date, Tags, Sentiment, Payee, Category, Color, Cleared or Notes.
- Tap the checkmark and confirm Update.
Not every property applies to every type of transaction. Category and Payee only change expenses, for example. Anything that doesn't apply to a transaction is skipped. Bulk update needs an internet connection.
Find the transactions to update
The Transaction filters section of the Bulk update screen narrows the list:
- Accounts and Transaction types: only one account, only expenses, and so on.
- Transactions without tags and Transactions without payees: perfect for tidying up after an import.
For more precise filters, choose Advanced search, or start from Advanced search and choose Bulk update there to update the results. When you come from a search, the screen says Showing results filtered by your search. Reset (in the top bar) clears your filters and selection.
On the Free plan you can update up to 4 transactions at a time. Pro raises this to 15. Starting a bulk update from Advanced search is part of Pro.