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Prompt to change all matching descriptions when editing one

Feature RequestHigh Priority

If I have multiple transactions that appear with an unhelpful description (ie. “Hmark”) and I edit one to have a better description (to “Postmark”), it would be helpful to be prompted “Do you want to change all matching ‘Hmark’ transactions to ‘Postmark’?”

Or perhaps adding a Bulk Rename function to Bulk Edit?

Posted by iamclaus ·
Status: Completed9 comments

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Comments9

  • team@waypointbudget

    Team•

    Feb 23

    Should be able to do this now. If you update the name, type or category for a transaction and similar ones exist, it will show a prompt to update those too if you’d like:

    Thanks for pushing on this, I’ll be making a formal email soon :)


    Hope this satisfies your need, please let me know if you have any issues.

    • iamclaus

      •

      Feb 23

      This works nicely.

      It might be nice to be able to deselect some of the matching transactions?

      • team@waypointbudget

        Team•

        Feb 23

        Great suggestion as usual. I’ve updated the logic so you can deselect but keep all selected by default. What do we think?

        • iamclaus

          •

          Feb 23

          Awesome!

        • rachlieb

          •

          Jun 1

          Can we have a “select all/deselect all” box at the top of this list? I hate when I have a list of 20+ transactions, and want to select one, having to manually de-select 19.

          • team@waypointbudget

            Team•

            Jun 1

            Hi @rachlieb, you should be able to do that now :). Sorry this wasn’t added earlier!

            • rachlieb

              •

              Jun 1

              Amazing!

    • iamclaus

      •

      Feb 23

      I just encountered the other features besides the ‘simple’ rename I requested. Nicely done!

      • team@waypointbudget

        Team•

        Feb 23

        Bonus feature!