Ability to remove 'Notes' during bulk edit (edited)

Options
Lianabug
Lianabug Member
edited December 2023 in Feature Requests

When editing multiple transactions, it would be hugely helpful to have the option to remove tags, exclusions, and notes, as well as "un-review" transactions. We all make mistakes sometimes :)

3 votes

Active · Last Updated

Comments

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Options

    I believe you can bulk remove 'reviewed'.

    When you bulk edit, select reviewed in the left column to select the reviewed field. Then when 'Reviewed' is once again shown in the right column, this time leave it unchecked, then apply that.


    Rob Wilkens

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Options

    You can also bulk remove exclusions now. See more here:

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Options

    This request should be updated for removing notes and tags in bulk.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Options

    The request for bulk removing Tags can be found here:

    @Lianabug, with that, your request has been edited to include the ability to remove "Notes" during bulk edit only. Also, for future reference, please be sure to include just one suggestion per post so users can vote on that individual item accordingly. Our guidelines for creating Feature Requests can be found here.

    Thanks!

    -Coach Natalie