How to filter transactions

System
System Administrator admin
edited December 2023 in Managing Your Transactions

This discussion was created from comments split from:

Request to allow creation of new categories/tags from within transactions and not from settings

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Comments

  • ps56k
    ps56k Member ✭✭✭✭

    just out of curiosity- is there a FIND and REPLACE feature hidden away somewhere?
    Like - how to assign a Category to a group of transactions vs Search & replace one at a time

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    @ps56k What there is is:

    1. The ability to filter (by payee for example)
    2. The ability to select all (or multiple)
    3. The ability (pencil icon right near the filter button) to edit certain fields, including categories for the selected filtered transactions

    —
    Rob Wilkens

  • ps56k
    ps56k Member ✭✭✭✭
    edited November 2023

    Tnx - I did use the FILTER to create some of the updates - but have some more tidbits to address -

    I would like to split this off into a new topic - How to filter transactions - (suggested to mods)
    and then go from there….. have some more Q&A -

This discussion has been closed.

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