When you're managing a large volume of transactions, making individual edits takes time. Use bulk editing to quickly update categories, payees, dates, notes, and more across up to 50 transactions at once.
Why Use Bulk Edits?
Stessa’s auto-categorization does its best, but some transactions don’t have enough detail to be categorized automatically. If you have many uncategorized or miscategorized transactions, bulk editing helps you:
Speed up the cleanup process
Standardize categories for recurring transactions
Update transaction details in fewer clicks
Important: There’s no undo for bulk edits. There’s no “Undo” or “Back” button, so be careful when making large changes.
How to Use Bulk Editing
Go to your Transactions page.
Select the checkbox next to each transaction you want to edit.
Click the pencil icon at the top right of the page.
A flyout editor appears on the right side of the screen.
Make your changes (e.g., category, payee, notes).
Click Save to apply your changes to all selected transactions.
Bulk Edit Options
Category
Date
Property
Payer/Payee
Notes
Pro tip: You can edit up to 50 transactions at a time.
Search & Filter First for Precise Edits
Use filters to narrow your transaction list before applying a bulk edit.
Example: a recurring mortgage payment. You have multiple uncategorized transactions for $917.52. To bulk edit them:
Go to your Transactions page.
Use the All Amounts filter.
Set Minimum = 917.52 and Maximum = 917.52.
Select the checkbox in the header row to select all matching results.
Click the pencil icon at the top right of the page.
Change the Category to Mortgages & Loans > Mortgage Payments.
Click Save to update all selected transactions.