Multi-Select transactions for categorization
Moderator: Renato
-
- New User
- Posts: 1
- Joined: Sun Feb 07, 2016 4:51 am
- Are you a spam bot?: No
Multi-Select transactions for categorization
Is there a simple way to multi-select transactions to bulk categorize them?
-
- Developer
- Posts: 1535
- Joined: Sat Dec 06, 2008 2:27 pm
- Are you a spam bot?: No
- Location: Sankt-Petersburg, Russia
Re: Multi-Select transactions for categorization
In development's version is possible to select several transactions.rrspyder wrote:Is there a simple way to multi-select transactions to bulk categorize them?
This feature will be in future.
-
- New User
- Posts: 2
- Joined: Thu Jul 27, 2017 8:31 pm
- Are you a spam bot?: No
Re: Multi-Select transactions for categorization
So can this be done? I am new to MMEX and I can't seem to do it.Nikolay wrote:In development's version is possible to select several transactions.rrspyder wrote:Is there a simple way to multi-select transactions to bulk categorize them?
This feature will be in future.
-
- New User
- Posts: 2
- Joined: Thu Jul 27, 2017 8:31 pm
- Are you a spam bot?: No
Re: Multi-Select transactions for categorization
I can't see to do this. I am new to MMEX.
-
- New User
- Posts: 1
- Joined: Fri Jan 13, 2017 8:21 pm
- Are you a spam bot?: No
Re: Multi-Select transactions for categorization
The only way I can see to do it at the moment is to export the already-loaded transactions you wish to edit to a file in csv format;leoottawa wrote:I can't see to do this. I am new to MMEX.
load to Excel;
order the Payees alphabetically so that all similar transactions are grouped together;
add a new category column into which the same category can be assigned over the appropriate range of rows;
re-export as .csv and re-load to MMEX.
You must remember to delete all the un-edited transactions from MMEX before you reload, or else you will have double entries; one categorised, the other not!
I think Nikolay is suggesting that a neater way of bulk re-assigning categories to already loaded transactions is under development.
-
- New User
- Posts: 1
- Joined: Mon Dec 24, 2018 2:57 pm
- Are you a spam bot?: No
Re: Multi-Select transactions for categorization
I tried to download the development version 1.4.0 alpha but the links are wrong: for the Mac, only the normal version can be downloaded, for the PC the link is wired to 1.3.0 alpha of 2016.