Move multiple transactions at a time on the Web

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  • Updated 3 years ago
Hi all, 

We wanted to let you know we've made some changes to the web. You told us it was difficult to move existing transactions to new Envelopes because you had to do so one at a time. Now, move multiple transactions at the same time.

You can see how to use bulk edit here.  

Happy budgeting!
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Karisa Russell, Official Rep

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Posted 3 years ago

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David Bissell

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Ben Joiner

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Karisa,  I'd like to tack on a vote for being able to edit the date on multiple transactions, (unless I somehow missed it).  

A lot of times I'll add a transaction on the day I spend the money, but my bank posts it as having a transaction date of a day or two later.   When I reconcile, I end up spending a lot of time just changing the dates to match my bank statement.
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Karisa Russell, Official Rep

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Hi Ben, 

You haven't missed it! Currently, bulk edit doesn't allow you to edit the Dates of multiple transactions. I've added your vote for this request! 

Thanks again
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Heinz Strobel

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That looks very cool!
Very useful thx!