Editing Multiple Transactions

Pam

I can't seem to figure out how to edit multiple transactions while in a search. For example I search for Wal-Mart and then I want to edit multiple of these transactions to set the category. The little pencil icon is not showing in searches. Is this a feature? or am I doing something wrong?

UrsulaA

From the search window, select the transactions using the checkbox to the left of each line. The click on the pencil icon and the options to edit will display.

More info here

UrsulaA

Yes, once you search for a key word, you still need to select the transactions for the pencil icon to show up too. Without selecting the transactions, there is no pencil icon.

Pam

The issue was space, I needed to widen my screen in the app

Pam

Try it by first searching for a key word, then edit pencil icon is not there. What you are showing is the straight transaction list.

ajbopp

[EDIT AGAIN] When I do a keyword search the pencil icon is there.

I only use the web app. Are you seeing this on the mobile app? Can you post a screen shot?

UrsulaA

@ajbopp - yes, my screenshot shows the pencil icon too. To actually edit the transactions, they need to be selected though.