Bulk updating budget items
Learn how to select and update multiple budget items at once to change categories or delete in bulk.
Update multiple budget items at once to save time.
Plan requirement: Pro plan
How to bulk update
- Go to Planner > Budget
- Select multiple items using the checkboxes
- Click Edit items
- Change the Category for all selected items
- Save
Bulk deleting
Select items and click Delete items to remove them all at once. Confirm when prompted.
Tips
Reorganize categories in bulk. If you need to move several items from "Other" to a more specific category, bulk update makes it quick.