> ## Documentation Index
> Fetch the complete documentation index at: https://docs.budgetbandit.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk actions

> Select many transactions, then set a category, status, flag, or tags — or delete them — in one step.

When several transactions need the same change, select them and act on the whole
group at once instead of editing one row at a time.

## Select transactions

In the Transactions register or a single account, check the box on each row you
want, or use the header checkbox to select everything in view. A bulk bar appears
showing how many are selected. Choose **Deselect all** to clear the selection.

## What you can change

With rows selected, the bulk bar offers:

<AccordionGroup>
  <Accordion title="Category" icon="tag">
    Set one category for every selected transaction. Useful after a rule misses
    or a batch of imports comes in uncategorized.
  </Accordion>

  <Accordion title="Cleared / Uncleared" icon="circle-check">
    Mark the selection **Cleared** or **Uncleared**. The account's cleared
    balance shifts to match.
  </Accordion>

  <Accordion title="Flag" icon="flag">
    Apply a color flag — red, orange, yellow, green, blue, or purple — to every
    selected row, or clear their flags.
  </Accordion>

  <Accordion title="Tags" icon="tags">
    **Add** tags to the selection or **Remove** tags from it. Adding keeps the
    tags each transaction already has; removing leaves the other tags in place.
    You can create a new tag from the picker while adding.
  </Accordion>

  <Accordion title="Delete" icon="trash">
    Delete every selected transaction. This can't be undone from the dialog, so
    confirm the count first. Deleting reverses each transaction's effect on its
    account balance and category.
  </Accordion>
</AccordionGroup>

<Note>
  To change the **payee** on a batch, set up a [rule](/rules/create-a-rule) and
  [apply it retroactively](/rules/apply-retroactively), or
  [merge payees](/transactions/payees) on the Payees page. The bulk bar covers
  category, status, flag, tags, and delete.
</Note>

## Tips for clean batches

* Use [search and filters](/transactions/flags-search-filter) first to bring up
  exactly the rows you mean to change, then select all and apply.
* For categorizing on autopilot going forward, a [rule](/rules/create-a-rule)
  beats repeating a bulk change every month.

## If something looks wrong

* A bulk change hit the wrong rows → use undo (<kbd>z</kbd> on the web) right
  away, or reverse it with another bulk action.
* Balances look off after a bulk delete → [Reconcile an account](/reconciling/reconcile-an-account).

## Related

<CardGroup cols={2}>
  <Card title="Search and filter" icon="magnifying-glass" href="/transactions/flags-search-filter">
    Narrow the register before you select.
  </Card>

  <Card title="Categorize" icon="tag" href="/transactions/categorize">
    Assign a category to a single transaction.
  </Card>

  <Card title="Tags" icon="tags" href="/transactions/tags">
    Create and manage the tags you apply.
  </Card>

  <Card title="Create a rule" icon="wand-magic-sparkles" href="/rules/create-a-rule">
    Automate the change instead of repeating it.
  </Card>
</CardGroup>
