How To Bulk Classify Transactions

In this tutorial, we will go over how to classify transactions in bulk. There are two ways of classifying transactions in bulk. One way is to select multiple transactions, then bulk classify them. Or filtering for a subset of data, selecting all the transactions in the filtered subset, then classifying them in bulk.

Step 1

On your Transactions tab, select the transactions you want to bulk classify. When you select more than one transaction, the "Bulk action" button will appear.

Step 2

Click the "Bulk action" button then choose the "Classify Transactions" option.

Step 3

Choose the classification you want to use then click on the "Assign" button to assign the classification to your selected transactions.

Step 4 (optional alternative)

Use the Filters button to filter for a subset of transactions you want to classify in bulk. In the screenshots below, we go over the visual example of filtering for fees only via the "Fees" transaction tag in order to bulk classify them all ass fees.