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Assigning a category to multiple income records

Assigning categories to income records in bulk

Written by Michelle

To retrospectively add a category to multiple income records.

To set the category for a group of income records

  1. From the menu on the left, go to Income > Income.
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  2. Select the records you want to assign a category to.
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  3. Click Set Category to assign the records to a category.
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  4. The change will be immediate, with a confirmation appearing on the lower left of the screen.

NOTE: Bulk actions cannot be reversed. Any further changes to categories must be done individually or via a new bulk action.

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