Moving Multiple Budget Items At Once

        You can drag and drop a single budget item to a new category -- but can you move multiple (non-consecutive) items?  I'm restructuring and if i can move more than one item at a time it would save a lot of time.

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  • I think you're interested in re-categorizing a bunch of transactions at once. Is that the case?

    You can edit individual transactions both the web and mobile app—and you can bulk edit on the web app. Here's how:

    • In the account view, select the group of transactions you wish to edit by clicking the checkbox at the left-hand side of the transaction row.
    • Then, click "Edit" to open the edit menu.
    • From there, you can click "Categorize" and choose the category you'd like to move the transactions to.
      • Habanero Salsa
      • Second generation user
      • Aquamarine_Pony.8
      • 13 days ago
      • Reported - view

      Dela Sounds like he wants to reorganize the budget structure by moving more than one category at a time. 

    • Habanero Salsa Good catch! Turquoise Gazelle: If that's the case, you'll only be able to move one category or category group at a time. I hope that helps to clarify! 

  • I found it easier to move the categories around on mobile vs the web.  Can't recall if you can select multiple but I recall it let me move and hide/unhide all on one screen.  I often move categories around.

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