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Perform a grouped action
Mathieu Bracquemond avatar
Written by Mathieu Bracquemond
Updated over 2 years ago

You have refined your tree structure and need to recategorise several dozen transactions?

Do you want to change the title or the settlement date of several flows?

This is possible in a few clicks thanks to the Grouped actions function 💪

To do this, click on the magnifying glass 🔎 in the blue banner, then Advanced search. This allows you to filter your transactions (using the +Filters tab at the top left) and perform grouped actions on the selection by clicking on the orange Grouped actions button.

The modification is instantaneous on all the selected flows 👌

💡 Good to know: Be aware that it is also possible to make a grouped action from the Bank tab or the Expected tab (both on the blue banner): you can re-categorise bank transactions, export them or ignore them so that they are not taken into account in your cash flows.

💡💡 Good to know: it is not possible to recategorise flows that are in incoming and outgoing at the same time. A pop-up will inform you if this is the case, and you will then be able to recategorise the selected inpayments and then the outpayments separately 👌

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