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How To Bulk Classify Transactions

Efficiently categorize multiple transactions simultaneously by selecting or filtering them and assigning a category in one action.

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Written by Richard Pasquin

  1. From the side panel, navigate to the Transactions tab.
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  2. Using the checkboxes, select the transaction you want to bulk classify.
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    You may filter the transactions you need to classify and then select all transactions matching your filter conditions by checking the corner-most checkbox.
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  3. Click on Classify Transactions.
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  4. Choose your preferred category.
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  5. Click Assign.
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  6. Click Yes to confirm when prompted.
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