Multi-Select transactions for categorization

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6 posts
Multi-Select transactions for categorization

rrspyder
New MMEX User

Posts: 1
Joined: Sat Feb 06, 2016 10:51 pm
Is there a simple way to multi-select transactions to bulk categorize them?
Re: Multi-Select transactions for categorization

Nikolay
MMEX Developer

Posts: 2284
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
rrspyder wrote:Is there a simple way to multi-select transactions to bulk categorize them?
In development's version is possible  to select several transactions.
This feature will be in future.
Re: Multi-Select transactions for categorization

leoottawa
New MMEX User

Posts: 2
Joined: Thu Jul 27, 2017 2:31 pm
Nikolay wrote:
rrspyder wrote:Is there a simple way to multi-select transactions to bulk categorize them?
In development's version is possible  to select several transactions.
This feature will be in future.
So can this be done?  I am new to MMEX and I can't seem to do it.
Re: Multi-Select transactions for categorization

leoottawa
New MMEX User

Posts: 2
Joined: Thu Jul 27, 2017 2:31 pm
I can't see to do this.  I am new to MMEX.
Re: Multi-Select transactions for categorization

worgretdons
New MMEX User

Posts: 1
Joined: Fri Jan 13, 2017 2:21 pm
leoottawa wrote:I can't see to do this.  I am new to MMEX.
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;
                                        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.
Re: Multi-Select transactions for categorization

hheeb
New MMEX User

Posts: 1
Joined: Mon Dec 24, 2018 8:57 am
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.
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