Categorize multiple transactions at once
It would be nice if I could select multiple transactions at one time to assign them to a single category.
Example 1: I frequently import lots of data (via QIF) at once and don't have time to categorize everything during the import process, so I want to be able to go through later and quickly categorize. It would be much faster if I could, for example, select all of my restaurant transactions at once and then categorize them all with a few clicks.
Example 2: For my business trips I create a single account for each trip. There is no way Bayesian matching will ever be able to successfully guess where these transactions should go because it's a new account each time.
Chris Lonsberry
shared this idea
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svimes
commented
To me trying to learn gnucash this is a must. gnu feels like a one way street for data import, get it perfect first time or you are in trouble. The inability to multiple delete or amend is horrible. You can't even use the keyboard to delete rows.
Many things I like about this so have persevered but this perfect everytime is a killer. I just uploaded some transactions, did all the transfer accounts and then realised I had a mistake in my upload. Quicker to delete the account than the offending rows [as you cannot multiple edit], so deleted the account and said delete all transactions. But gnu doesn't delete the double entry transactions, so now I am left with loads of imbalance rows and loads of rows in the transfer accounts which I can't easily delete. And that's after uploading 4 other accounts perfectly.
So now I am at a loss, manual click and delete or just drop the whole thing and all my setup. OK my mistake but I am a human and humans make mistakes. Can I delete in the base data itself? -
Anonymous
commented
I came here looking for this FR specifically. I recently imported hundreds of transactions from a chequing account and didn't have time to sit and categorize them at that moment. I came back later thinking I could sort, group-select and categorize en masse but sadly this is not the case. I guess I'll delete and re-import the transactions because the import dialog allows batch categorizing. In the future, however, it would be nice to be able to do this ex-post-facto.
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Russel Kaplan
commented
Yes, please enable editing multiple transactions at once and allow the ability to do this by filtering on the description, so all transactions with a description of "coffee" can be set to the same account (Expenses:Food & Dining:Coffee Shops)