Merge pull request #43 from actualbudget/bulk-edit-transactions

Bulk edit transactions

docs/Budgeting/bulk-editing-transactions.md

@@ -0,0 +1,48 @@
+---
+title: 'Bulk Editing Transactions in Actual' 
+---
+
+It can be extremely useful to be able to bulk edit a number of transactions at once.
+
+:::danger
+This guidance is not compatible with split transactions, bulk editing produces some unexpected behaviours when bulk editing split transactions.
+:::
+
+### Possible use cases include:
+
+1. Adding categories to imported transactions
+2. Changing the category for a number of transactions You may for example wish to reorganise your category structure and naming.
+3. Add a note to certain transactions in order to provide more granular detail for analysis, without having to add still more categories.
+4. To change the Account for a number of transactions - perhaps due to a manual entry or import error.
+
+### The Bulk Edit options
+
+There are various components of a transaction that can be changed through bulk edit. These can be seen here.
+
+![](/img/bulk-edit/1.png)
+
+To Access this drop down first go to “Accounts” so that you can see all transactions.
+
+![](/img/bulk-edit/2.png)
+
+Then Search or Filter to identify the transactions that you wish to change and select the tick box in the left hand column (by the date column).
+
+![](/img/bulk-edit/3.png)
+
+![](/img/bulk-edit/4.png)
+
+Now you are ready to alter one or more components of these selected transactions. Go to the drop down top right (in this case the arrow below “30 transactions”) 
+
+![](/img/bulk-edit/5.png)
+
+Now select the component you wish to change. In this case we are going to add a Note
+
+![](/img/bulk-edit/6.png)
+
+Press “Enter” and all the selected transactions are changed. 
+
+![](/img/bulk-edit/7.png)
+
+Here is another example. This time to bulk change a Category.
+
+![](/img/bulk-edit/8.png)

sidebars.js

@@ -138,6 +138,7 @@ const sidebars = {
         },
         'Budgeting/schedules',
         'Budgeting/reconcile',
+        'Budgeting/bulk-editing-transactions',
         'Budgeting/returnsandreimbursements',
         'Budgeting/creditcards',
         'Budgeting/jointaccounts',