Bulk Move Transactions from one account to another (edited)

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SRC54
SRC54 Member ✭✭✭✭
edited September 2022 in Feature Requests
You can change a transaction from one account to another (although not to an Investment Account) but you cannot bulk change transactions from one account to another.  This is sometimes necessary because you consolidate accounts or you have created manual accounts and want to move transactions to one that is connected, e.g., Investment Cash transactions.

Steve
Quicken Simplifi Since 2021
MS Money/Quicken Classic Since 1991

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  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited February 21
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    This will be nice, other competing apps have this feature. In Simplifi, you must export the transactions and then import them back to the system. This process does not work well for investment accounts as bulk editing actions is not available, nor is the import of investment action/type.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • simpli_struggle
    simpli_struggle Member ✭
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    Another use case for supporting bulk move of transactions from one account to another:

    Some banks have sub-accounts (SoFi Saving Vault is an example). Simplifi currently downloads all the transactions into the main account. Simplifi also DOES download the sub-account as an account with its balance, but no transactions.

    I would like to move transactions from the main Savings account to the sub-accounts.

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