How can I bulk edit / delete transactions?

You’re able to bulk edit and delete transactions from the Transactions tab if you have imported transactions from your external account or bulk edit and delete uncategorized transactions. To do so, please follow the steps below:

• Go to the Transactions tab
• Check the transactions you want to edit from the checkbox on the left side of a transaction
• At the top of the page, you can now select ‘Edit, Hide, or Delete’

Please note, that you can bulk-select all of the transactions by selecting the checkbox that is in the header, to the left of the 'Account' column. Selecting this checkbox will select all of the transactions on this page. To load and select more transactions, scroll to the bottom of the page and select the 'Load More' button, which will load more of your transactions.

Edit Transactions:

• By selecting the blue 'Edit Transaction(s)', you can now edit the Merchant, Category, and Property or add a note to the selected transactions
• Click on ‘Save & Quit’ at the bottom of the page to finalize the edits