How do I edit categorized transactions in bulk?
In the Financial Wellness widget, enter the description of the transaction you would like to bulk edit into the search field of
the Transactions pane (example: “Amazon” or “Venmo”). Then, select the desired search timeframe from the drop-down
list at the top-right of the widget.
When the list of transactions is finished loading, click the “Bulk Edit” link located to the right of the search field. Select the
transactions you’d like to edit (or click “Select All”) and select the “Assign Category” link next to the search field.
Choose a category and click Save to update all of the selected transactions to the new category.