You can make changes to multiple transactions at once. That includes changing the merchant name, category, date, notes, and adding attachments. This can be done on both the account's details page and in Transactions.
Editing multiple transactions on desktop
- On desktop, navigate to the Transactions section in order to see all transactions in one place.
- If you’d like to see transactions for a certain account, head to Accounts > Select the specific account you want to edit transactions within.
- Select ✓ Edit Multiple.
- Using the check boxes, select the transactions for editing.
- You can also choose to select All transactions at the top.
- Select Edit > Edit # transactions.
- Edit the transactions and select Save.
- Confirm the changes shown and click “Apply to all (# of transactions).”
Editing multiple transactions on mobile
- On mobile, navigate to the Transactions tab in order to see all transactions in one place.
- Tap the “…” in the top right.
- Select Edit multiple.
- Using the check boxes, select the transactions for editing.
- You can also choose to Select All transactions at the top.
- Tap Edit > Edit # transactions.
- Edit the transactions and select Save.
- Confirm the changes shown and select “Apply.”