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 sa…

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 uncat…

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 …

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…

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 chec…

Feature request: add multiple transaction to categories at once

d3mad September 12, 2016, 8:30pm 7

Lubos does have plans to expand the F&R functionality across other tabs.

Topic		Replies	Views
Bulk-categorization for imported bank statements	8	1640	January 10, 2017
Unable to batch categorize bank transactions?	21	552	April 22, 2024
BANK RULES changes	24	4646	February 7, 2016
Reusing existing bank transactions	5	1088	February 7, 2014
Bulk edit of search transactions	2	715	March 1, 2015

Feature request: add multiple transaction to categories at once

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