Bulk Updates is a dedicated page for finding and editing many expenses at once. Use it when you need to fix or move records across many months, banks, or businesses — beyond what the in-page bulk actions in Manual Entry can do.
Filtering down to the expenses you want
Open Bulk Updates and start by setting the required filters:
- Business
- Bank
- Year
Then narrow further with any combination of optional filters:
- Provider — search by vendor or merchant
- Method — payment method (Credit Card, Check, ACH, etc.)
- Category — current category (or Uncategorized)
- Description — text search
- Month — a specific month
- Amount — greater than, less than, or equal to a value
Click Search to load the matching expenses.
Selecting expenses
Use the checkboxes to select the expenses you want to act on. You can select rows individually or use shift-click to select a range.
The four bulk actions
Once you have rows selected, open the bulk action modal and pick one:
Classify
Reassign the selected expenses to a different IRS Schedule C category. This is the most common bulk action — useful for cleaning up after an import that was miscategorized.
Change Year
Move the selected expenses to a different tax year. Useful when transactions were imported under the wrong year.
Reassign Bank
Move the selected expenses to a different bank account (within the same business or a different one).
Reassign Business
Move the selected expenses to a different business — handy when a transaction was originally posted under the wrong entity.
Important notes
- Always double-check your filter results before applying a bulk action — these changes affect every selected row at once.
- For lighter, in-context cleanup, the Bulk operations in Manual Entry (bulk classify, bulk delete) are often faster.
- Bulk Updates does not edit free-text descriptions or change the payment method in bulk; those still need to be edited per record.