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

nothin7
nothin7 Member ✭✭
edited April 17 in Feature Requests

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

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

8 votes

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Comments

  • charliescarface
    charliescarface Member ✭✭
    edited May 20

    +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
    DannyB Superuser ✭✭✭✭✭

    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.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

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

    @Coach Jon @Coach Natalie - can you respond?

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • neon45
    neon45 Member ✭✭

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