Need to update multiple transactions at once? You can do so with the bulk edit feature.
Step 1: Navigate to the Transactions Page
Go to the Transactions page in your Saturation workspace.
Step 2: Select Transactions for Bulk Editing
Locate the transactions you want to edit
Click the checkboxes on the left side of each transaction row to select them
You can select as many transactions as needed (selected transactions will be highlighted with a checkmark)
Once you've selected your transactions, click the "Bulk edit X transactions" button that appears at the top of the page
Step 3: Configure Your Bulk Edits
A bulk edit modal will open where you can assign the project and category for the transactions.
Step 4: Apply Your Changes
Click the "Apply to transactions" button to apply the changes to your transactions.
Tip:
If you need to bulk edit many similar transactions, use the filter options to narrow down your view first and then select the transactions.