Batch Change Category

makurat's Avatar

makurat

19 Aug, 2016 12:14 AM

I selected a number of transactions and wanted to change just the category. It changed both the security and the category to what I had selected at the new category.

How do I change just the category and not the security as well?

  1. Support Staff 1 Posted by Jenny on 22 Aug, 2016 01:01 PM

    Jenny's Avatar

    Hi,

    I'd recommend using the 'Find and Replace' extension to bulk change investment transactions. You can download this within Moneydance by navigating to Extensions --> Manage Extensions. Then download 'Find and Replace'. Once installed, select the 'Extensions' menu again, and this time select 'Find and Replace'.

    Can you try making the necessary changes with this extension, and let me know if you continue to encounter issues?

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 21 Nov, 2016 01:10 PM.

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