Change many transactions at once
Select transactions and categorize, review, clear, copy or delete them together from the selection bar.
Updated November 10, 2026
Select transactions, then change them together from the selection bar. The bar appears under the toolbar as soon as you select a transaction.
Select transactions
- Select Transactions in the sidebar (on a phone, the Transactions tab).
- Select the checkbox at the left of each transaction. To select the whole page, select the checkbox in the header row.
The bar shows how many transactions are selected and their total. On a phone its buttons show icons without names. To clear the selection, select the X in the bar, or press Esc or X.
- A transaction that leaves the list, because of a new search, a filter or the next page, leaves the selection.
- In Grouped view, the Uncleared and Cleared headers have their own checkboxes. With no search, view chip or filter, in one account or several, the Uncleared section and its checkbox show on the first page only.
- You can't select scheduled items or the lines shown under a split. Filtering by category or payee lists matching split lines as their own rows, and those you can select.
- Under the Uncategorized or To review chip, or with Reviewed set in Filters, each matching split shows whole, with all its lines. Its checkbox selects the whole split, so Delete deletes every line, not only the one that matched.
- A phone has no header checkbox. Select Date to group the list, then use the checkboxes in the section headers.
Choose an action
| Action | Key | What it does |
|---|---|---|
| Categorize | C | Sets a category, or Uncategorized. On a split transaction, sets the category on its lines that have none and leaves the other lines as they are. Uncategorized leaves splits alone. Skips transfers except the budget side of a transfer to or from an off-budget account. |
| Mark reviewed or To review | R | Shows Mark reviewed if any selected transaction, or any line of a selected split, is not reviewed, otherwise To review. On a split it marks every line. |
| Clear or Unclear | L | Skips reconciled transactions and transactions your bank controls. Shows Clear if any other selected transaction is uncleared, otherwise Unclear. When every selected transaction is reconciled or controlled by your bank, the bar shows Cleared by your bank instead. |
| Make transfer | T | Shows only for two transactions in different accounts with equal and opposite amounts, neither a transfer nor a split. See Record a transfer between accounts. |
| Payee | P | Enter a name, then select Set payee. A new name creates the payee. Skips transfers. |
| Duplicate | None | Copies each transaction and its split lines. Copies start uncleared and reviewed, with no tags. Skips transfers, and split lines selected as rows of their own. |
| Create rule | None | Opens a new rule on top of the list, built from the first selected transaction. Your selection stays. See Categorize transactions automatically with rules. |
| Delete | D | Deletes at once. Deleting one side of a transfer deletes both. Deletes nothing if any selected transaction is reconciled. |
Categorize, Clear and Unclear report how many changed and how many they skipped. Categorize counts each split line it fills, so one split with two lines that had no category counts as 2. Categorize, Mark reviewed and Payee also change reconciled transactions. Unclear skips rows in a Balance-only account, where every transaction stays Cleared. See Transactions or Balance only for a bank account.
Change every match
Use this when the transactions you want span several pages. Narrow the list first if you like. See Search and filter transactions.
- Select the checkbox in the header row. On a phone, group the list and select the checkbox on the Cleared header.
- In the line "All 100 on this page selected.", select Select all 412 matching this filter. Your numbers will differ.
- Choose Categorize, Mark reviewed, Mark unreviewed, Clear, Unclear, Payee or Delete.
- Check the count in the dialog, then confirm.
In Grouped view with no search, view chip or filter, the matches are the Cleared transactions, the ones the footer counts and the only ones checked. There the link reads Select all 412 cleared matching this filter, the bar and the dialog say cleared too, and the bar has no Clear, since they're all cleared already. The Cleared header's checkbox shows checked and the Uncleared one doesn't. To change the uncleared ones, use the checkbox on the Uncleared header. With Pending hidden and a search, view chip or filter on, the matches include the pending transactions the list hides.
Every action asks first, and the keys don't work in this mode. Delete skips reconciled transactions and reports how many. After you confirm, a message says what changed, such as "Marked 412 transactions reviewed." or "Deleted 412 transactions." The message for Delete also gives the number of reconciled transactions it skipped, and the message for Payee gives the number of transfers it left as they are. Select Undo in the toolbar to reverse the change. If the matches change while the dialog is open, nothing changes and a message says so. A new search, filter, view or account ends the selection.
Use the Actions panel
A pill at the bottom of the page shows the count, the total and Actions. Actions opens a panel with the same actions, except Duplicate and Create rule. The panel also has Choose a tag… with Add and Remove. This is the only way to tag many transactions. When the Details panel is open beside the list, it shows these actions itself and the pill doesn't appear.