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Buckets Desktop Application
https://www.budgetwithbuckets.com
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Ability to categorize multiple transactions at the same time #821

Open Computer9778 opened 1 year ago

Computer9778 commented 1 year ago

I import my qfx/csv file from the bank once a month. It would make life so much easier if i can then categorize multiple transactions in one go. For example i can see i have 20 transactions from starbucks. So if i could select all 20 of those and set the category to 'Coffee' in one go, that makes life so much easier. Currently i have to select each transaction individually and choose Coffee 20 times.

IanNorris commented 1 year ago

I'm looking to move from YNAB and I've pulled in a years worth of transactions from my bank. I'm now at multiple hours manually tagging transactions. This and auto categorization based on name are going to be blocking me from migrating.

iffy commented 1 year ago

Possible duplicate of #311

I understand the pain. After mobile apps, I'll try to prioritize this.

arnholdsan commented 1 year ago

I'm looking to move from YNAB and I've pulled in a years worth of transactions from my bank. I'm now at multiple hours manually tagging transactions. This and auto categorization based on name are going to be blocking me from migrating.

You can move from YNAB to Buckets and it takes into account all data from YNAB, hence no need to tag manually!

Computer9778 commented 1 year ago

I'm looking to move from YNAB and I've pulled in a years worth of transactions from my bank. I'm now at multiple hours manually tagging transactions. This and auto categorization based on name are going to be blocking me from migrating.

You can move from YNAB to Buckets and it takes into account all data from YNAB, hence no need to tag manually!

I brought over 3 years worth of data from YNAB and none of it was categorized with the YNAB data. Have no choice but to do the same as what @IanNorris mentioned

IanNorris commented 1 year ago

For visibility I decided to stick with YNAB4 for the time being. YNAB4 has its own issues but my main reason for moving off YNAB4 was because it was taking me too long, so doing additional manual steps would defeat the point in moving.

iffy commented 1 year ago

@Computer9778 and @IanNorris, I should have asked earlier: did you use the "Budget > Import From YNAB4..." or did you import from CSV?

IanNorris commented 1 year ago

I actually tried both routes. When I initially imported from YNAB (which is an awesome feature btw). I found Buckets became unusably slow as a result. My YNAB has over 10 years of transactions in it - so we're talking probably 20-30k entries. The buckets file is about 4mb.

After that I started a new database and just imported a years worth, hoping to sort them quickly, but that was quickly dashed.

EDIT: I went back and tested it again and the perf was perfectly acceptable, I do remember it starting to get better, was a cache being built in the background? I'm going to go back and do a full import from the up to date YNAB4 budget (it took nearly an hour last time). I don't see myself giving it a proper shot until auto categorization is done, but that at least gives me some confidence in the long-term performance.