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How to bulk update an asset
How to bulk update an asset

Bulk update one asset to a new one.

Updated over a week ago

Bulk update assets to change their classification.

1. Go to the Transactions Page.

2. Use the Asset filter to select the asset you want to update. This will filter the transactions page to show all transactions containing that asset.

3. Click the select all checkbox in the top left corner of the Transactions page to select all transactions that are currently filtered.

Note: The select all checkbox will select all transactions across all pages which are in the current filter, not just the current page.

4. Click the Edit button to bring up the bulk edit menu.

5. Select the Switch Asset option.

6. The asset you filtered by will already be pre-selected. Now, select the asset you want to change it into, and click update.

Note: There is no undo button for a bulk update, so make sure you are happy with the change before applying.

That's it! All transactions with that asset will be updated to the new one selected.

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