How to categorise more than 1 transaction at a time.

Web:
Step 1 of 2
On the Transactions page, use the checkboxes to select the transactions you want to recategorise, then click on the "CATEGORISE" button for category options.
 
Step 2 of 2
You now have the ability to select a new "Spending group" and/or "Category" for the selected transactions. Click on the checkmark at the top right-hand side of the screen to save your changes.
 
Android:
Step 1 of 4
Log into 22seven and go to the Transactions tab.
 
Step 2 of 4
 
On the Transactions screen, tap and hold for a second or two to select a transaction (it will turn blue). Do this for each transaction you'd like to bulk categorise. 
 
Step 3 of 4
Tap "Options" at the top right of the screen and select "Categorise" to bring up the categorisation pop-up.
 
Step 4 of 4
Choose a category and/or spending group, then tap "OK."
 
Changes will apply to all future transactions with matching descriptors.
 
iOS:
This feature isn't available on our new iOS app just yet, but will be coming in future! You can help bump up its priority by voting for it. Simply open our iOS app, tap on Profile at the top right, then select 'Vote for features'.
Was this article helpful?
58 out of 60 found this helpful