Mass categorize transfers


Is there still no way to mass assign a bunch of transfers at once? I was a very happy YNAB Classic user until 64-bit support was ditched from macOS and I made the switch to YNAB cloud.

I imported all my old data and all of my transfers were not imported correctly -- and because I can't mass-change them, I have to click them individually to change them. I have over 200 because I've been using the app for so long and it's a giant pain to do.

I have searched around and have seen this as a thing other people have brought up for several years now:

Is this something that exists in a feature request? Is there any plan to implement this ever?

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    • dakinemaui oh great I didn't realize it was just an Adobe AIR app! This is perfect

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  • Hey Orange Leopard ! We have a special migration tool to help bring your data over from YNAB 4, and streamline the process. Migrating there should maintain your transfers, but if you have any trouble—we'd be happy to look closer.

    Here are the instructions to migrate your YNAB 4 budget to the web-based version of YNAB, if you'd like to give the current version another spin! And this video talks about the changes.

  • Back to the original topic... is there a plan to do bulk or multiple assignment of transactions as transfers instead of individually? That would be very helpful.

    • Hi amp97 !

      This is something our Design Team is looking into, but right now, with other work underway including continued improvements to new user onboarding in the web app, and a visual redesign of the mobile app, we don't expect to see it make it into the app in the short term. 

      Bulk editing is available for other transactions, just not transfers. If there's anything else you'd like to request with that option, please submit a Feature Request to let our Product Team know! :)

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