Can I designate an entire category as "tax-related"?

I have created certain categories that are entirely tax-related (such as out of town business travel meals, etc.) that I would like to be able to either (A) bulk-tag as "tax-related" or (B) automatically get designated as "tax-related." Are either of these features options?

Answer

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Hi punkrocktaxes,

There is a way to Edit Multiple transactions. You would: 

  1. Go to the Transactions tab, and locate the transactions you want to edit
  2. Check multiple transactions (Checkboxes) to activate Edit Multiple button - it will appear to the left of the Add a Transaction button.  Click Edit Multiple.
  3. Make changes to DescriptionCategory, and Tags as needed. You can also use this to mark multiples transactions as Duplicates.
  4. When finished, click the I'm Done button at the bottom right of the edit box to save your changes.

However, there is not a way to set it up as a rule so that all of those transactions that come in are automatically marked as "tax-related" I apologize for any inconvenience this causes you.

regards,
Megan

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Mint Megan , Community Manager

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