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Editing Multiple Transactions at Once

Updated today

πŸ“ Description

This feature allows you to quickly modify multiple transactions simultaneously, saving you time when labelling or managing your transaction history.

πŸ“‚ What Can Be Modified in Bulk?

The actions available in bulk editing are:

  • Modify the label of multiple transactions

  • Modify the description of multiple transactions

  • Delete multiple transactions

  • Associate multiple transactions (consolidate)

πŸ“‚ How to Edit Multiple Transactions at Once?

Step 1 β€” Access your transactions Go to the My transactions page in your Waltio account.

Step 2 β€” Select multiple transactions Check multiple transactions in the list by clicking on each one.

Step 3 β€” Apply the action Click on "Edit label" (or the desired action) in the action bar that appears.

Bulk editing transactions

πŸ’‘ Additional Information

  • To quickly select similar transactions, use the filters before selecting β€” see the article Filter my transactions.

  • To merge repetitive transactions into a single one, see the article Merge transactions.

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