Selecting several transactions saves you opening each one. Bulk editing works on a computer; on a phone, open transactions one at a time.
Select transactions
Tick the rows
Tick the box at the start of each row. In spreadsheet mode, point at a row's number to show its box, or press Shift+Space.
Or select the whole page
Tick the box in the heading row to select every transaction on the page.
Use the bar
A bar appears above the list with how many are selected. Point at the count to see what they are, like “3 bank-synced · 1 added by hand”. The × next to it clears the selection.
What you can change
Control | What it does |
|---|---|
Category | Sets one category on all of them. |
Date | Moves all of them to one day. |
Tags | Pick tags, then Add to all or Remove from all. |
Ignore | From budgets, From everything, or Count everywhere to bring them back in. |
Reviewed | Mark reviewed or Clear the mark. |
Business | Marks them as business or personal. Shown if you keep business money in Finly Money, and included with Thrive and Thrive Duo. |
Delete | Deletes the ones from statements and the ones you added by hand. See below. |
Each change applies as soon as you choose it, and a message confirms how many transactions changed. In a narrow window, some controls shrink to icons; point at one to see its name.
Deleting in bulk
Only transactions from statements and ones you added by hand can be deleted. Bank-synced transactions come from your bank, so they can only be ignored.
- If everything selected can go, the button says Delete.
- With a mix, it says how many will go, like Delete 3 of 5, and the bank-synced ones stay.
- If none can be deleted, you'll see Can't delete and Ignore instead, which ignores them from everything.
Deleting can't be undone, so the bar asks once: choose Yes, delete … to go ahead, or Keep to stop. See delete a transaction.