How do I bulk edit transaction categories?

To bulk edit a category, follow these steps:

  1. Click the Edit > Find menu option
  2. Enter the Payee to search for
  3. Click the Find button
  4. In the results list, select the transactions you want to edit
  5. Click the Edit button and select Set Category
  6. Then select the category and click OK
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us