Ability to bulk edit the 'Security' of Investment Transactions (edited)
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kidd
Member ✭
I'm trying to organize my investment transaction history, and I noticed there's a bulk edit option on the website once some transactions are selected, but the bulk edit form doesn't provide a way to change the "Security" value. I attempted to edit the "Payee Name", hoping it would figure it out based on the transaction type, but my transactions didn't get updated.
It could be useful to add a way to bulk update the "Security / Payee" value for investment transactions.
Ideally there would be investment transaction rules to help with this, but I realize that's a larger ask.
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