How to edit transaction type?

[Vinod1452]

Not an issue but want to know how to edit transaction type from expense to transfer or vice versa.
for example, I have export csv files from actual budget, which are exported account wise, some transactions are transfer between different account. I want to edit them after import

[mayswind]

ezBookkeeping does not support changing the transaction type currently. But ezBookkeeping supports changing the transaction type when you import transactions in the import dialog.

[TheRakeshMishra]

I am using a workaround for this go to transection you want to edit and create a duplicate transection with DateTime and change transection in new transection after adding that transection you come back to orignal transection just delete that.

[csammis]

But ezBookkeeping supports changing the transaction type when you import transactions in the import dialog.

Is this still true in v1.1.1? When I import from my bank or credit card by QFX I can't modify the "Type" column, and the "Batch Convert X Transaction to Y Transaction" items in the three-dot menu are all grayed out.

[mayswind]

But ezBookkeeping supports changing the transaction type when you import transactions in the import dialog.

Is this still true in v1.1.1? When I import from my bank or credit card by QFX I can't modify the "Type" column, and the "Batch Convert X Transaction to Y Transaction" items in the three-dot menu are all grayed out.

You should select the transactions you want to modify in the import dialog, then use "Batch Convert Transaction Type".

[seanpdiaz]

Not to hijack this thread but it seems a bit strange to not be able to edit a transaction type once a transaction is imported. I would say that this is a pretty big limitation of this project as well as not being able to bulk edit categories post import.

[mayswind]

Not to hijack this thread but it seems a bit strange to not be able to edit a transaction type once a transaction is imported. I would say that this is a pretty big limitation of this project as well as not being able to bulk edit categories post import.

@seanpdiaz Yes, ezBookkeeping doesn't support changing the type of a transaction, nor does it support batch modifying existing transactions. However, during the import process, the import tool supports batch update transaction types and categories.

[seanpdiaz]

Not to hijack this thread but it seems a bit strange to not be able to edit a transaction type once a transaction is imported. I would say that this is a pretty big limitation of this project as well as not being able to bulk edit categories post import.

@seanpdiaz Yes, ezBookkeeping doesn't support changing the type of a transaction, nor does it support batch modifying existing transactions. However, during the import process, the import tool supports batch update transaction types and categories.

I appreciate that it has the ability to do that on import however as outlined in my feature request that was closed this requires your data coming in to be perfectly thought out ahead of time and be validated externally. Which leaves a lot of room for errors to be made and if the only option is to delete the records of issue and recreate then manually I would say that this is a huge lack of usability. I appreciate the time and energy that you have put into this and think its great but it could be better.