Edit transactions in bulk

Change the category, payee, date, or account of many transactions at once.

Cleaning up after an import, or fixing a category you have been filing wrongly for months, is a bulk job.

Steps

To edit transactions in bulk, follow these steps:

  1. Open a register and narrow it to the transactions you want. Refer to Find and filter transactions.

  2. Tap the Select pill to turn on checkboxes.

  3. Tick the transactions to change.

  4. Choose an action:

    ActionWhat it does
    Set CategoryFiles every selected transaction into one category
    Set PayeeRenames the payee on all of them
    Set DateSets one date across all of them
    Move ToMoves them to a different account
    DeleteRemoves them

  5. Confirm.

The whole change is one undo step, so a bulk edit that went wrong is one tap to take back.

Tip

Filter first, then select all. Filtering to the payee and then setting the category is faster and less error-prone than ticking forty rows by hand, and it will not miss one.

Reconciled transactions

Reconciled rows are locked and a bulk edit will not change them. That is the point of reconciling: once a row matches your bank statement, it stops moving.

A rule may be the better fix

If you are correcting the same payee repeatedly, fix it once and for all with a rule, then apply the rule back through your history. Refer to Apply a rule to past transactions.

Next steps