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How to edit and change multiple transactions at once in the mobile app? (edited)

ps56k

I want to change the Category on several monthly transactions-…

So I can search for “12.99” and have a list of 14 transactions. Now what - is there any sequence to now change the Category for all these transactions at the same time vs the one at a time I’m now doing ?

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Accepted answers

Coach Jon

Hello @ps56k,

It looks like you are using the mobile application. At this time, there is no way to bulk edit transactions in the mobile application.

You will need to bulk edit within the Quicken Simplifi web application. We do have an idea post you can vote for requesting this ability for the mobile application as well:

https://community.simplifimoney.com/discussion/2264/mobile-app-ability-to-bulk-edit-transactions-edited-1-merged-vote

I hope this clears up any confusion!

All comments

Coach Jon

Hello @ps56k,

Thanks for reaching out! You can definitely edit multiple transactions at once in Quicken Simplifi.

Simply search for and select all of the transactions you wish to edit, and then select the "Bulk edit transactions" option within the 3-dot menu in the top right of Transactions.

I hope this helps!

ps56k

we must be at different Search portals … as I don’t see the 3 dots for Bulk Edit

ps56k

we must be at different Search portals … as I don’t see the 3 dots for Bulk Edit How did you perform your search

Coach Jon

Hello @ps56k,

It looks like you are using the mobile application. At this time, there is no way to bulk edit transactions in the mobile application.

You will need to bulk edit within the Quicken Simplifi web application. We do have an idea post you can vote for requesting this ability for the mobile application as well:

https://community.simplifimoney.com/discussion/2264/mobile-app-ability-to-bulk-edit-transactions-edited-1-merged-vote

I hope this clears up any confusion!

ps56k

Tnx - I pretty much do everything in our phone - will either use a browser or wait until I get to my laptop..

ps56k

well - I'm in my browser - Firefox on Win10 -
and still is not as you are showing - no dots -

ps56k

ok - think we got it - had to "select" and then the "pencil" to Edit -