Batch tools

Find a group of transactions or repeating series and apply the same change to all of them at once.

They are useful when you need to make the same update across many items, such as:

reclassifying a group of transactions
moving many transactions to a different bank account
replacing labels on a whole set of items
archiving or deleting a large batch

Select forecast cards on the board

On board columns, you can select one or more forecast cards before choosing an action.

Click a card to select it.
Use Cmd on Mac or Ctrl on Windows to add or remove individual cards.
Use Shift to select a range of cards.
Use the selection bar at the top of the board to act on the selected cards.

Multi-select is useful when related forecasts need the same cleanup, delay, archive, duplicate, or batch update.

Board with two transaction cards selected and the batch action bar showing selected count, selected value, Delay, Archive, Duplicate, More, and Clear selection

Use the batch action bar

When one or more cards are selected, Budgee shows a selection bar at the top of the board.

The bar shows the number of selected cards and the combined selected value.

Control	What it does
Selected count and total	Shows how many cards are selected and their combined value.
Deselect all	Clears every selected card.
Select same contact	Adds visible cards in the same column with the same contact as a selected card.
Select same invoice	Adds visible cards in the same column from the same invoice or reference.
Select same category	Adds visible cards in the same column with the same category.
Select same bank	Adds visible cards in the same column using the same bank account or transfer account.
Delay	Moves selected forecasts to today, pushes them forward, or moves them to a chosen date.
Archive	Archives the selected cards that can be archived.
Duplicate	Creates copies of the selected forecasts.
More	Opens Batch tools with the selected cards as the starting target.
Clear selection	Exits multi-select mode.

Selected cards menu showing Deselect all and options to select matching cards by contact, invoice, category, or bank

Delay selected forecasts

The Delay menu can show:

Today: move selected forecasts to today.
+1 week: push each selected forecast one week later.
+2 weeks: push each selected forecast two weeks later.
+1 month: push each selected forecast one month later.
On date: move selected forecasts to one exact date.

If only some selected cards can be moved, Budgee moves the valid cards and explains what was skipped.

Delay menu for selected cards showing Today, plus one week, plus two weeks, plus one month, and On date options

Drag selected cards as a group

After selecting multiple cards, drag one selected card to another period or column to move the selected group together.

Budgee still applies normal movement rules. Some items cannot be moved, such as locked actuals, paid items, scenario-controlled dates, and non-movable rows.

Where to find batch tools

You can open Batch tools in two ways:

Open Options, then choose Batch tools.
Select cards on the board, then click More in the batch action bar.

Batch tools dialog opened from selected cards, showing the selected card count, Add action, and Apply controls

Batch tools are permission-controlled, so not every user will see them.

The simplest way to use batch tools

A good basic process is:

choose Select
build a filter that finds the right items
check the transaction and series counts
add one or more actions under Changes to make
choose Apply

This helps you confirm the scope before making changes.

Batch tools selection dialog with filters for transactions and series

How selection works

The selector can target:

Both
Transactions
Series

A category is the Budgee cash flow grouping for the transaction. If you connect accounting software, it usually comes from your chart of accounts.

You can filter by:

category
labels
bank account
allocation
description
type
paid or unpaid
due date before or after
source
contact
transfer destination account

What counts as a transaction here

The Transactions target is limited to normal transaction items.

That means transaction selection in batch tools:

includes basic transaction items
excludes deleted transactions
excludes generated recurring occurrences
respects the board’s Hide drafts setting when drafts are hidden

So if something is missing from the count, it may be excluded because it is deleted, generated from a series, or currently hidden by board settings.

How series selection is different

Series are matched differently from transactions.

Due date filters apply to transactions, but not to series.

Series are matched using their template fields only, not the dates of generated occurrences.

That means a series match is based on the repeating rule and template data, not on the future items it happens to generate.

What each batch action does

Action	What it does on transactions	What it does on series
Set Category	Replaces the category on each selected transaction	Replaces the series template category for future generated items
Set Bank account	Replaces the bank account on each selected transaction	Replaces the series template bank account
Set Allocation	Replaces the allocation on each selected transaction	Replaces the series template allocation
Set Labels	Replaces the label set on each selected transaction	Replaces the series template labels
Set Type	Replaces the transaction type	Replaces the series template type
Set payment state	Changes the paid flag on selected transactions	Writes the paid value into the series update payload, but series changes remain template-level rather than per-occurrence edits
Set description	Replaces the description	Replaces the series template description
Archive	Archives the selected items	Marks the whole series as archived
Delete	Deletes the selected items	Deletes the whole series record

What to remember when changing series

When you apply a batch change to a series, you are changing the series template, not past generated occurrences.

That means the change affects the rule that generates future transactions, rather than rewriting historical generated items one by one.

This is the most important distinction in batch tools:

transactions are changed directly
series are changed through their template

Good habits for safer batch changes

Batch tools are powerful, so it is worth being a bit careful before applying a change to a large group.

Good practices

start with the smallest filter that still finds the right items
check the count readout before applying
if you are changing series, remember you are editing the template
use Archive when you may want the items back later
use Delete only when you are sure

A tiny bit of caution here saves a lot of cleanup later.

Things batch tools do not do

Batch tools currently do not include a date change action.

Use the Delay control in the batch action bar when you need to move selected forecast dates.

They also do not let you add labels onto an existing label set.

Set Labels replaces the labels with the set you choose. It does not append to the current set.

Things to know

Situation	What happens
Target set to Transactions	Only normal transaction items are selected
Deleted transaction	Excluded from batch selection
Generated recurring occurrence	Excluded from transaction selection
Board has Hide drafts on	Hidden drafts are not included in selection
Due date filter used	Applies to transactions, not series
Series selected	Matching is based on template fields
Set Labels used	Existing labels are replaced
Archive used on a series	The whole series is archived
Delete used on a series	The whole series record is deleted

Example uses

Reclassify a group of transactions

Use batch tools when you have many transactions that should belong to a different category.

For example:

select transactions with the old category
apply Set Category
move them all at once

Move transactions to a different bank account

If a group of transactions is linked to the wrong bank account, batch tools can fix them in one step.

Replace labels across a whole set

Use Set Labels when you want selected items to share a clean new label set.

Remember that this replaces the labels. It does not add to the existing ones.

Archive a stale repeating series

If a whole repeating series is no longer relevant, batch tools can archive it without editing each occurrence manually.

A simple mental model

If you want the shortest explanation, use this:

selection decides the scope
actions decide the rewrite
transactions are changed directly
series are changed through their template

Where to go next

Transactions and repeating seriesUnderstand the items batch tools can update.End of period controlsUse period-specific cleanup tools for overdue items.Archived cardsReview or restore cards after archiving them in bulk.Board header and controlsFind Batch tools from the board Options menu.