Dear Melissa: Date condition in rule creation/editing is available now! Thanks for your comment to push this forward!

Shawn Cao This is such a fantastic help for financial clarity. Thank you for implementing this so quickly!

Shawn Cao I would love to know if the the feature of being able to select mulitple transactions (with a tick box for instance) and make a batch change to things like category, tag, date, 'excluded' status etc will be included anytime in the near future. Being able to make a batch change especially when moving from one tracking app (like mint) to this one is very vital.

For example, doing a batch 'exclude' of sync transactions through Plaid to exclude history that is already uploaded via historical data through a google sheet (like data from an old Mint account). Changing each transaction to 'excluded' manually is not only time consuming but a senseless number of clicks just to get accounts to show the data that is desired and remove that which is not.

Batch changing is not addressed adequately with Rules as those require a commonality and filterable criteria, this isn't always the case when migrating data.

Batch changing is also something that is available in almost every other money app I have tried. This one might be a deal breaker for those trying to migrate their data and use this tool.

Clay Raterman: yes. The ‘create a rule’ sometimes doesn’t pick up some transactions that’s are the same (for some reason? Assuming there’s minor differences etc) so would be great to just be able to select them all like above and choose a category