DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Bulk editing imported bank transactions


#1

I’ve got an issue…

I import bank statements monthly, but there are some bank payments that need to be split between multiple expense accounts. However, when I select them for bulk editing, there is only one account option, only one tax option, and no ability to describe each portion of the split. Ideally, I’d like to be able to do this with an automatic bank rule.

Is this an issue that is being worked on?


#2

Eventually “bulk categorization” will disappear and bank rules will be the way to go. Right now, bank rules don’t allow automatic splitting but that’s definitely coming sooner than later.