Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

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Comments

  • QMO
    QMO Member
    edited June 2025

    I recently joined Simplifi, but I’ve noticed that it lacks the bulk edit feature or something similar to a competitor's swipe-to-review feature. Considering this, I’m inclined to cancel my subscription and request a refund.

  • HappyNorml
    HappyNorml Member ✭✭✭
    edited July 2025

    Love Simplifi, but YES, YES, YES — please add "Bulk edit to the Mobile App." Simplifi is awesome but I spend most of my time interacting with my phone, and it would be great to be able to bulk edit and cleanup transactions on the go (while traveling, in the subway, waiting in line, sitting in an uber, etc.) and not have to wait to "sit down at a workstation" to use a proper computer or tablet to be able to do it.

    PS. I just went back and reviewed comments on this thread and just want to add (something I was going to say initially) that more and more some people are almost exclusively using their phones rarely using a computer making it that much more important to build out some features for the mobile apps.

    Decision not to develop specific app for the iPad, for example, is probably a reasonable compromise to save development resources (although I would love one) since the screen is big enough that users can use the webapp. But on phones, the webapp is not a reasonable option because of their size so I thinkit is important to support key features in the mobile apps for users to be able to take advantage of them. — Bulk edit is a great example! Key basic functionality feature that is very useful. And Makes sense to edit groups of transactions "when one is out-and-about or on-the-go."

    Thanks, again Simplifi Team!

  • mschnei42
    mschnei42 Member

    People engage in thousands of transactions. People predominantly use their mobile phones. Please implement the ability to edit multiple transactions in the mobile app. The fact that I have to individually select every transaction from, for example, my grocery store to apply tags, raise flags, mark as reviewed, etc. is pure lunacy. I know this feature exists on the desktop app, but people don’t usually have their laptops readily available when out and about. I’m not about to whip out my laptop while sitting in a public restroom. That would significantly “Complexifi” my life.

  • nerual13
    nerual13 Member
    edited June 9

    Just arrived as a new user and feel very disappointed that every tutorial and view I saw (because there’s no [removed - profanity] trial period and I’m not paying without seeing) showed it. And then I launched the app and discovered its second class citizen vs the web interface.

    I was directed here to upvote this but it does not look like they particularly care to do any work on this, looking at how old this thread is. Still, adding my vote for “hi, why is this even a question, make the views match!”

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited June 10

    I upvoted this. It would be nice to be able to bulk edit on the iPad.

    I admit I hate to edit on the iPhone. Just so hard to see and so I make errors. But I might one day trade in the Mac for a bigger iPad.

    Of course, on a big iPad, I could use the web app. Same with Chromebooks I guess.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Dollars & $ense (DOS) and MS Money (Windows) 1987-2009

  • virtualuser
    virtualuser Member
    edited June 23

    Website allows selecting multiple transactions and modifying category of tags or other transaction details.

    Having the similar capability on the mobile app would be great. Ideally, I just need to update the category, tags, reviewed status. These are the most common ones I use.

    Being able to do this on my phone makes user experience a lot easier vs having to manually update things (I was doing this on mobile app before I learned about website).

    For someone new who maybe doesn't think about using the website, manually updating transactions that can take up to an hour sometimes is not a positive experience. For example: Vacation where multiple transactions are made over the period of a week can result in multiple transactions (breakfast, lunch, dinner, snacks, gifts, etc)

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited June 23

    I think this is the same request, and already has 71 votes:

    [removed link to merged thread]

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Dollars & $ense (DOS) and MS Money (Windows) 1987-2009