Multiple Entries/Drag & Drop

[MsLisa2u]

#3393

Is there a way to grab multiple entries from an import list and drag & drop them onto a day?

Thanks

[Eric Poulin]

#3812

At the moment, its just 1 at a time.
Sometimes you want to drag n drop an item onto an existing entry, just to move the date of it or adjust the amount. Other times you just want to pull the item over and have it created on the right day, but adjust the title.

Could you be more specific regarding what you’d like to do?

[MsLisa2u]

#3813

I have months of entries from my bank that I would like to load into calendar budget. However, dragging and dropping one entry at a time is tedious. I would like to select all imported transactions from Tuesday oct 6th and drag and drop all of them on that date in CB in one shot. As it is I’ve spent hours loading transactions into CB and I’m only in the middle of Feb.

[Eric Poulin]

#3814

You might find it easier to reset your account and use the Setup Wizard to import all of your transaction at once. The interface for first time use is better suited for this type of mass-import.
To reset your account, go to the toolbar Setup -> Account Setup and click the Reset button next to the account you want to reset. If you have Basic access only – this option is disabled – just send us an email message an we’ll reset your account for you.

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