Bulk Editing Feature
On the 'Transactions' page, you have the ability to edit multiple transactions simultaneously, saving you time and effort. This bulk editing feature allows you to make changes to several transactions at once, rather than updating them individually. Below is a list of the available features you can use for bulk editing:
Edit transaction category
Edit transaction currency
Change asset price
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
Delete transactions
Ignore warnings
Grouping Assistant (Beta)
Rewind Transactions (Beta)
How to select multiple transactions?
Select all
On the Transactions page, you can select the transactions by ticking the box on the left-hand side of individual transactions.
Select filtered 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:
If you’ve bulk selected an entire page, but there are more potential transactions on the following pages, the bulk edit popup will give you the option to ‘Select all transactions that match this filter’
This way, you can bulk-select all of the applicable transactions at once, even if they don’t fit on a given page.
How to bulk edit the transactions?
Once the transactions are selected, a toolbar will appear at the window's bottom.
To Categorize, click the 'Categorize' button or press 'C' on your keyboard.
For all other actions, click the 'Command' button.
Mac shortcut: Press 'Cmd' 'K' on your keyboard.
Windows shortcut: Press 'Ctrl' 'K' on your keyboard.
Here are the available options when you click 'Command' 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.
Other features
Change Price | Change the prices of transactions. |
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. |
Grouping Assistant (Beta) | Group individual transactions to a 'grouped' transaction category |
Rewind Transactions (Beta) | Revert transaction edits to a specific timestamp. Note: This action will only undo changes made to transactions between the current moment and the selected timestamp. It will not delete newly created or imported transactions, nor will it restore deleted transactions. Only modifications that are visible in the history tab of the relevant transaction rows will be reverted. |
Relevant guides: