Select multiple transactions from bank import to drag to envelope

  • 4
  • Idea
  • Updated 2 months ago
  • Not Planned
It would be great if we could select multiple items to drag to envelopes when importing bank statements and reconciling.
I often have transactions that are not scheduled that all go to a particular envelope so have to drag each individually. If we could select multiple and drag all at once, this would save time.
If a note was applied, then this would apply to all (although I rarely use this feature anyway).
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kapow65

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Posted 6 years ago

  • 4
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Steven Tafzil, Employee

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Hi kapow65, 

Thanks for the suggestion! I'll add this to our requested features tracker. 

Thanks for taking the time to let us know,
Steve
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jo shmo

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Just wanted to give a bump to this request, I think it would really be useful. A further / related request might be to give users the ability to choose a spreadsheet column to correspond with goodbudget envelopes. This would mean that each transaction could be automatically place inside of a goodbudget envelope based on a matching value for the specified spreadsheet column.
(Edited)
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hasy

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This reply was created from a merged topic originally titled Idea: Import Transactions Page - Select Multiple Items.

Within the Import Transactions page, where you have the list of Transactions to Import on the left and the Existing Transactions on the right.... The ability to select MULTIPLE Transactions to Import (potentially a tick box), and then assign the selected transactions to an envelope.

At the moment, if I have (example) 25 transactions from grocery shopping, I have to drag each one to my grocery envelope one at a time.  The ability to select multiple items from the Transactions to Import column and drag them all as one would save a LOT of time. 

Thanks for your time. :)
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Alex Park, Official Rep

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Hi hasy,

Thanks for adding your vote for this request. We don't currently have plans to build a feature like this, but I've added you to the list to notify in case those plans change.