Categories and multiple transactions

Kevin Shelton's Avatar

Kevin Shelton

04 Dec, 2022 05:03 PM

Is there a way to insert categories for multiple transactions. For example: in Search you can bring all the transactions into a window such as phone bills. I want to select all the transactions and insert the category Bill:Phone at the same time instead of doing for each and every transaction. I cannot seem to find a way to do that.

  1. 1 Posted by tonyt on 04 Dec, 2022 07:21 PM

    tonyt's Avatar

    Have you looked at the 'Find and Replace' extension, tHis will do a batch job on selected records.
    If its not installed, go to 'manage extensions' in the tool bar.
    Hope this helps…

  2. 2 Posted by tgilbert666 on 07 Dec, 2022 10:53 PM

    tgilbert666's Avatar

    Or multi-select and then right-click "Batch Change | Category"

  3. 3 Posted by Kevin Shelton on 08 Dec, 2022 02:25 AM

    Kevin Shelton's Avatar

    Thank you I found it.

  4. Maddy closed this discussion on 08 Dec, 2022 11:46 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac