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How to Bulk Edit Transactions
How to Bulk Edit Transactions

Bulk categorize transactions, bulk product change, bulk edit transactions from a certain vendor

Isabelle Talkington avatar
Written by Isabelle Talkington
Updated over 3 weeks ago

Bulk editing transactions in FarmRaise Tracks helps you efficiently update multiple records at once. Follow this step-by-step guide to categorize expenses, assign products, and streamline your farm finances.

Steps to Bulk Edit Transactions

1. Access the Transactions Page

  • Log in to FarmRaise Tracks.

  • Click on Transactions in the left-hand menu.

2. Search for Specific Transactions

  • Click Search Transactions at the top of the page.

  • Adjust the date range if needed:

    • Click the date filter and select a month or custom range.

    • Click Apply to update the results.

  • Use the search bar to find specific vendors (e.g., Walmart or Tractor Supply).

3. Select Transactions for Bulk Editing

  • After filtering your transactions, click Edit Multiple (found on the right-hand side).

  • Click Select All to choose all transactions in the filtered list.

  • Review your selections:

    • If some transactions don’t fit the bulk edit, manually unselect them.

  • The number of selected transactions will be displayed at the top.

4. Edit Transaction Categories

  • If transactions have multiple categories assigned, you’ll see a message indicating this.

  • Choose the correct category (e.g., “Other/Personal” or “Feed”).

  • Ensure no unwanted products are assigned.

5. Save Your Changes

  • Click Save to apply the edits.

  • Transactions will now be updated under the new category.

6. Additional Editing Options

  • Assign Products: You can assign a product to transactions during bulk editing.

  • Adjust Date Range: If you need to edit older transactions, adjust the date range and repeat the process.

  • Edit Revenue Transactions: This process also works for revenue entries.

Need Help?

If you have questions about bulk editing in FarmRaise Tracks, contact our support team. We're happy to assist! 🚜✨

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