Batch edit store names or categories
For example, I've accidentally checked off "tax deductible" for convenience store purchases and there is not an obvious way to edit entire categories. I've also been spelling a store name incorrectly, and will have to edit each receipt individually.
If the feature exists, I haven't found it.
Comments1
Hung Nguyen
Aug 30, 2023
Hi Tiffany, you can edit the store name or category with this guide: https://easyexpense.document360.io/docs/manage-categories
Editing a store name or category will update all other expenses with that store name or category. You can also turn off "Tax-deductible" for categories when editing them. That way, it's not required to edit them individually.
If you've created two categories (one incorrect, one correct), you can use bulk select to select expenses to change their categories in bulk.
To do this:
Tap the category filter (under the search bar) in the "Transactions" tab ➜ Select the undesired category ➜ Tap the date (e.g, August 2023) above the expenses to start bulk selecting ➜ Tap the dates until all expenses are selected ➜ Tap "Actions" (bottom right) ➜ Tap "Edit All" ➜ Tap the category field ➜ Select the correct category ➜ Save ➜ Tap "Cancel" to exit bulk select.
As we don't have vendor filters yet, you can try using the search bar to filter them and then use bulk select. Please also consider voting for it here: https://easyexpense.featurebase.app/submissions/631a5139e17aaad70a4147be