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[3.0.0] Add possibility to bulk edit (like changing accounts, categories, tags, evaluated, etc)

It is currently already possible to select several elements via Multi Selection and then delete them. However, this feature should be extended, at least for transactions, so that several transactions can be processed at once. This feature should include the following:

  • Account

  • Category

  • Payee

  • Tags

  • IsPending Flag

  • Include in Statistics Flag

Status: Completed13 comments

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Comments13

  • quinn

    •

    Mar 30, 2025

    At the end of each year I import thousands of bank transactions, and then classify them for tax purposes: service income, bank fees, commissions, business expenses, etc. The way Budget Flow is designed, I would have to right-click and select “Edit” for each transaction, one-by-one, to categorize them. It would result in the process taking days instead of hours.

    So, the feature request: upgrade the multi-selection tool for better bulk editing:

    • Allow multi-selection to remain always enabled (so it doesn't have to be activated each time in the (…) menu).

    • Enable changing any attribute of multiple selected transaction. In my case, I will need to set the category, notes, and pending status.

    • Add multi-selection to the search results screen.

    • Add a “Select all” function, to select all visible transactions (I will need to search by name or amount, then apply a category to all).

  • chopadea

    •

    May 19, 2025

    This is a feature of great value.

    Will help a lot.

  • Mark Sagang

    •

    May 22, 2025

    I hope this will be implemented any time soon!

    • Fabian

      Team•

      May 22, 2025

      I'm putting all into this feature and am currently working on it 😊

      • Mark Sagang

        •

        May 22, 2025

        Thank you for all the hard work! I just migrated to Budget Flow and am loving it so far. It is refreshing to see our feedback being noticed!

  • brunodizajner

    •

    Feb 3, 2024

    Eagerly waiting for this feature 😎

    • moneytracker2948

      •

      Feb 8, 2025

      It looks like it’s in progress now!

  • Dimitri

    •

    Jan 6, 2025

    Yes! Just left an idea to be able to merge payees.

  • moneytracker2948

    •

    Jan 26, 2025

    OMG YES! I also would love this :D

  • antiquatedantelope

    •

    Feb 21, 2025

    Please also allow bulk turning items into transfers. Importing a CSV sees these as standalone payments, it would be good if identical amounts on the same date could be merged en mass to be transfers. Seems to be no way to do this in the import CSV.

    • Mip

      •

      Jul 29, 2025

      Hi @antiquatedantelope, I’m quite new to budgetflow but loving it so far. I notice that if I use the exact same format (for a transfer) as I get when I export a csv, then I’m able to import transfers as well.