Home›Forums›Feature Wish List›Bulk edit for categories & Show Categories under days›Re: Re: Bulk edit for categories & Show Categories under days
Eric PoulinWhat kind of bulk edits do you mean for categories? We have Setup -> Category Setup for making changes to all categories.
Also, not quite sure how we’d show categories under each day… not enough space to show, say 10 categories under each day.
Please clarify.
Robin2026-02-12T22:09:53-05:00
Eric Poulin2026-02-10T21:00:20-05:00
Eric Poulin2026-02-10T20:01:32-05:00
Bulk editing in CalendarBudget is a powerful feature that allows users to streamline their budgeting process by making multiple changes at once. By selecting several transactions or categories, users can apply updates efficiently, saving time and reducing the risk of errors associated with manual entry.
For instance, if a user wants to change the category of multiple expenses from 'Dining' to 'Food', they can simply select all relevant transactions and apply the new category in a single action. This feature not only enhances productivity but also helps maintain consistency across the budgeting entries, ensuring a clearer financial overview.
Effective category management is essential for users to accurately track their spending habits and make informed financial decisions. CalendarBudget provides tools that allow users to create, edit, and delete categories, ensuring that their budgeting reflects their current financial situation.
Users can also utilize subcategories to further organize their expenses. For example, within the 'Utilities' category, they can create subcategories such as 'Electricity', 'Water', and 'Internet'. This hierarchical structure provides deeper insights into spending patterns and helps users identify areas where they can cut back.
While CalendarBudget offers robust category management tools, users often encounter challenges that can hinder their budgeting experience. These challenges may include limitations in bulk editing options or difficulties in visualizing multiple categories under a single date.
For example, users have reported that when trying to assign multiple categories to a single transaction, the system may only display the primary category. Understanding these common issues can help the development team prioritize enhancements that improve user satisfaction and functionality in future updates.
As user needs evolve, so too must the features of CalendarBudget. Future enhancements for category management could include more advanced bulk editing capabilities, allowing for even greater flexibility in managing finances. This could involve multi-select options or the ability to apply changes across multiple categories simultaneously.
Additionally, incorporating user feedback into the development process can guide improvements. For instance, if a significant number of users request the ability to visualize all categories for a specific date, developers may prioritize this feature in upcoming software updates, ensuring that CalendarBudget remains a user-centric budgeting tool.
