Row selection and Batch editing

20 April 2024v1.26.0

Spring cleaning is here, and we've made it super-easy for you to tidy up your data. You can now select multiple rows and modify many items at once. Change the account, tags, or taxonomies, or simply delete the items you no longer need.

Copying or exporting selected rows is now possible as well. We've added a new option to export items in the Capitally format, which you can later import into another project.

Filtering selected rows is also available. You can choose to include only the selected rows or exclude them from the view. It's a regular filter, so you can save it for later use.

Finally, transactions tab now has a separate dropdown where you can toggle transaction types and states. For example, you can view only unconfirmed dividends, allowing you to verify and confirm them in one go.