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Assigning a category to multiple income records
Assigning a category to multiple income records

How to set the category for multiple income records

Michelle avatar
Written by Michelle
Updated over a year ago

You can retrospectively add a category to multiple income records at the same time.

To set the category for a group of income records

1) Go to the Income page by clicking Income from the menu on the left

2) Select the records you want to set a category to

3) Click on Set Category to assign the records to a category

4) The change will be immediate, with a confirmation of the change appearing on the lower left of the screen

NOTE: Bulk actions of this kind cannot be reversed. Following bulk action records, any further changes to categories will have to be done individually or via a new bulk action.

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