Bulk Tag/Category Assignment
I'm trying to migrate from another budget management software product to Simplifi, and require tags to assigned to 100's (1,000?) of transactions. Basically "essential" and "discretionary". This should be able to be done through "Recurring Series" settings (where there is already a tags field, though it does not update the actual transactions (what's it there for then?). It can also be implemented through bulk editing, by having the ability to select a series of transactions, then setting a tag(s), resulting in the tag being assigned to the selected transactions. This could also be applied to Categories as well. Otherwise, it's taking days and days to migrate.
Please add this feature! :)
Best Answer
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Bulk editing tags is already available. Please see the help article.
The recurring series is used for future transactions, the feature will not update tags on past transactions.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
1