Bulk transaction modify

[grachte]

Is it possible to modify transactions in bulk (at least 2) with option Type from Expense to Transfer (And of course also use the option Transfer To "an account")? Currently it does nothing after selecting OK.

[whall3y]

No, this is not supported at present.

[grachte]

Mmm, that's some problematic!
I understand also that there is no way to achieve this during CSV import?

I'm importing a huge amount of transactions (8000) with a lot of "transfer" type (more than 1000 entries). It's impossible to do this manual! Is there no clever way to do this using SQL, otherwise MMEX is not an option for me.

Thanks for your advise.

[whall3y]

There is an existing feature request...
https://github.com/moneymanagerex/money ... ssues/3897

I've just allocated it to myself and will look to implement in the 1.5.11 release (too late for 1.5.10 as this is about to be release).

[grachte]

Super! Looking forward for the next release.
Thanks a lot.

[grachte]

I'm some disappointed that this update is not included in the 1.5.11 build... Maybe it's not that easy to implement, but really for me it's a so much needed feature. Hopefully next release? Thanks anyway for the responsive support! Regards Eric

[Nikolay]

I'm some disappointed that this update is not included in the 1.5.11 build... Maybe it's not that easy to implement, but really for me it's a so much needed feature. Hopefully next release? Thanks anyway for the responsive support! Regards Eric

Not every release includes all available feature requests.
Perhaps this will appear in the next version.

[whall3y]

Perhaps this will appear in the next version.

Maybe a fix will appear as a nice Christmas present....

[grachte]

I have tested the latest 1.5.12-Beta build, and found that the amount value at transfer to side is always zero (modify 2 transactions).

[tycariadus]

Has this suggestion been implemented? Thanks!

Simon

[nstein]

Has this suggestion been implemented?

Yes, with two caveats:

• None of the selected transactions may have splits -- you can't have splits on a transfer, so if any of the selected transactions have a split then 'Transfer' is not an option in the 'Type' field.

• You need to do this in the 'From' account, i.e. you only want to change withdrawals to transfers, not deposits to transfers. There is only an option to select a 'Transfer To' account, not a 'Transfer From' account.

You can simply:

1. Select any number of withdrawal transactions.
2. Right click and choose 'Edit Transactions...'
3. Click the checkbox beside 'Type' and choose 'Transfer' from the dropdown
4. Click the checkbox beside 'Transfer To' and choose the target account
5. Click 'OK