Bulk Editing Feature
You can bulk edit your transactions on the ‘Transactions’ page. Below are the available features for bulk editing:
Edit transaction category
Edit transaction currency
Add comments to transactions
Mark transactions as spam
Edit the Outgoing account
Edit the Incoming account
Ignore transactions
Mark transactions as reviewed
Lookup market price
Ignore transactions
Delete transactions
Ignore warnings
How to select multiple transactions?
On the Transactions page, you can select the transactions by ticking the box on the left-hand side of individual transactions.
If you want to select a certain type of transaction, use the filter for the transactions you would like to bulk edit:
Apply the filter(s), and then you can tick the box on the far left-hand side to select ALL filtered transactions on this page:
How to bulk edit the transactions?
Once the transactions are selected, a toolbar will show up at the bottom of the window.
Press 'C' to categorize
Press 'Cmd' 'K' to open th Edit menu
Here are the available options when you click 'Edit' or press 'Cmd' 'K'
Categorize
Grouped transactions such as 'trade' can be recategorized as another grouped transaction
Selecting one-way transactions will give you the option to categorize them in that same direction. E.g., if you have selected incoming transactions only, the categories available will be incoming categories only.
If you need to change the direction of the transactions, please click the arrow:
Then, you'll have the option to categorize them in the opposite direction (E.g., from an incoming to an outgoing).
Selecting transactions with both incoming and outgoing directions will give you the option to categorize both directions.
Change currency
Select the currency you want to 'change from' first.
And then select the currency you want to 'change to'.
Note: If you change to the new currency and would like the new currency price to be applied, you need to follow the below steps after changing the currency:
Select the transactions you want to update the market price.
Click 'edit' or 'Cmd' + 'K'
Select 'lookup market price' for the new currency.
Add comments to transactions
Add the same comment to multiple transactions.
Mark as spam
This is similar to ‘ignore’, but the transactions will be bulk marked as spam.
Change Outgoing account
Bulk edit the outgoing exchange/wallet.
Change Incoming account
Bulk edit the incoming exchange/wallet
Ignore transactions
The transactions will still be in the app but will be ignored. You can come back to the ignored transactions if you change your mind in the future.
Mark transactions as reviewed
Mark multiple transactions as reviewed.
Lookup market price
Use this feature to fetch the market price. If it’s not available, you need to find the price and manually add it.
Delete transactions
The transactions will be permanently deleted from your data.
Note: This action is irreversible.
Ignore warnings
Ignore warnings about the transactions.
Note: This does not fix the issue. For example, if the purchasing history is missing, after ignoring warnings, the warning disappears, but the purchasing history will still be missing.
Relevant guides: