Ability to bulk edit the 'Type' for Investment Transactions (edited)

nothin7

As mentioned in an unrelated feature request, bulk editing Actions isn't possible:

https://community.simplifimoney.com/discussion/comment/29605#Comment_29605

Is there even a way to import the Action column via one of the import methods?

charliescarface

+1 for bulk editing in [removed]. I just started working with [removed] to get away from horrible Simplifi customer support. Trying to categorize and fix payees in my historic transactions in [removed] will be a nightmare without the ability to bulk edit.

DannyB

For those working with importing a large number of investment transactions, being able to bulk edit "Action" would be a significant improvement. I gave up connecting to all be a few of my investment accounts for a several reasons, but having this functionality would have been a huge plus and would be useful for the few I still have connected.

UrsulaA

The post you entered on the other thread goes better here @neon45

https://community.simplifimoney.com/discussion/comment/41970#Comment_41970

@Coach Jon @Coach Natalie - can you respond?

neon45

Thanks. It still won't be answered with anything other than make a suggestion and I hope that helps.