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Ability to bulk mark transactions as Reviewed/Not Reviewed (edited)

asubbaiyanprof

Add a ~~Payee lookup~~ to the Bulk Edit Transactions options, and add 'Reviewed' to the pop up (edited)

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Completed

Feature Request

Transactions

Status: Completed

Comments

MsChris

The reviewed button needs to be added - if I mass edit the category, the reviewed has to then be clicked individually - no way to get the green check other than laborious methods. If I update something, surely the reviewed check shouldn't disappear!

asubbaiyanprof

@Coach Natalie, any interest in considering this? Both Review and lookup will be super useful

Coach Natalie

Hello @asubbaiyanprof,

Thanks for reaching out!

Sadly, I haven't heard anything on this particular request, however, I will be sure to post an update as soon as I do. Hopefully we can get some more votes on here!

-Coach Natalie

Coach Natalie

Hello All,

It looks like a Payee Lookup has been added to the Bulk Edit modal, so this Idea post is now requesting just the ability to bulk mark transactions as Reviewed/Not Reviewed. 🙂

-Coach Natalie

UrsulaA

I bulked reviewed all my imported transactions today using the instructions in the linked post. Now, can we mark transactions as not reviewed in bulk?

https://community.simplifimoney.com/discussion/comment/5627#Comment_5627

UrsulaA

Also, is this feature request for the mobile app?

Coach Natalie

Hey everyone!

As of the 3.93.0 Web Release, the ability to mark transactions as "Reviewed" has been added to the bulk edit options:

Screenshot 2023-12-15 at 12.02.44 PM.png

Does this give everyone what they're looking for, or are there use cases for having "Not Reviewed" added to the bulk edit options as well? I'm trying to decide whether to mark this Idea as completed, or to edit it to the "Not Reviewed" part only and put it back to 'Active' so it can gain votes for that ability. Would love the Community's input!

-Coach Natalie

UrsulaA

I am OK with reviewed only and will seldom find myself using Not Reviewed. Is the bulk marking as reviewed feature available in the mobile app?

If not, a feature request to bulk edit transactions in the mobile app is here

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

Personally, I won't use it. My fingers are fat, and I am afraid I will do irreversible damage by editing transactions on the phone. I prefer the web app for such purpose. I can see what I am doing better.

RobWilk

I think 'not reviewed' would happen if you checked the reviewed word on the left (to select the reviewed field) but left the reviewed (value) field on the right unchecked. It's a little confusing, but it makes sense to me.

I could be wrong.

UrsulaA

Thanks @RobWilk - leaving the flag blank removed the reviewed status. This request is set.

Coach Natalie

@RobWilk, yup, that totally works! Marked as completed. 😊

-Coach Natalie