mass selecting uncategorized transactions and manually group categorizing?
In the banking section under uncategorized transactions, is there a way of mass selecting transactions and manually categorizing? Not using "Transaction Rules". Quite often there are many small transactions that come through a credit card that don't necessarily merrit a rule and it would just be easier to select transactions and mass categorize
Ana Ramos
shared this idea
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Kenneth Feldman
commented
+1
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Guy
commented
+1
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Rob
commented
Yes, please. Would slash bookkeeping time massively. Ana is right that rules are 1)sometimes not necessary 2) sometimes too fiddly and 3) does not accommodate small variations in text or amount (eg. Paypal payment, foreign currency exchange.) Hard to differentiate on PayPal and impossible to set an amount since that changes every day. eg. $10USD is different in GBP every day.
Also sometime the bank or payee might change the reference. So this would be another valuable way to bulk categorise. And make ZB more appealing.