I would like to request a very useful feature; When I import my bankstatement I have all kinds of ‘uncategorised transactions’ that I have to edit one-by-one when (in my case) a lot of those transaction belong in the same category. So, I would like to be able to add multiple transactions to the same category at once, and leave the other fields on the default setting. Perhaps you could even add a category (= chart of accounts) column with the select dorp down in the overview to quickly set the category per transaction and the submit. Thanks!

Have you read this Guide? [image] Categorizing bank transactions using bank rules If you import bank transactions, after they are imported, the transactions will be uncategorized. [image] When you click the View button, you will be taken to the screen showing the uncategorized transactions. [image] Notice that all checkboxes are disabled. This is because Manager compares your bank rules with imported transactions and only transactions with matching descriptions can be bulk categorized. Let’s create a bank rule for bank charges by clicking the New Bank Rule button on the…

Yes I have and this is a great feature however in my case I travel a lot and always end up with a lot of different transactions that do not reoccur. For example a lunch in spain, a coffee along the way to an apointment, a dinner in venice, all kinds of stuff. If im on a business trip I might have 20 transactions for that trip. I would like to mark them all as travel expenses for example, in one go. On a side note: banking rules are great but I would really like the subject ‘search’ to match a little more fuzzy. Or to have some operators like AND / OR.

As an example, I have this overview where by I would like to batch change ‘random’ in the accounts column to something else in stead of having to edit them one by one. [image]

Have you tried the Find & Recode function under Cash Accounts tab?

YES! This is great! That solves half the issue. If this function would be added to the Uncategorized transactions page, so you could check multiple transactions and at the bottom assign the checked transactions to an account, that would be perfect!

Lubos does have plans to expand the F&R functionality across other tabs. [image]Something is wrong with Find & Recode Not to mention, I want to add find & re-code on all tabs where it makes sense such as expense claims, invoices, payslips etc.

Ok, that is great. I hadn’t found that post yet. Is there an ETA for that feature?

Dates for new features are never announced in advance.

I didn’t realize there was a Find & Recode function. It’s great! I also really like louisk’s idea of checking multiple random uncategorized transactions and categorizing them at once. When one is doing books for a sole proprietor it would be really nice to dump their personal transactions into their loan account without creating dozens of rules. [I was going to create a new topic and was advised that this topic existed. I hope it is in order to revive something so old.] Thanks for an excellent accounting program.

Exactly! I don’t understand that not more people have this issue as a major pain point. When one has to do the books once per 3 months there can be many transactions from a grocery store for example. Some grocery are done for the office and some for home, so make a rule is useless. You was to check 40 transactions at one and file them to ‘home groceries’ in one go. Etc etc.

Feature request: add multiple transaction to categories at once

Uncategorized

Tut September 11, 2016, 4:04pm 2

Have you read this Guide?

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Feature request: add multiple transaction to categories at once

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