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Confirmation dialog or undo option for “Apply to All” transaction categorization

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

2 votes

Confirmation dialog or undo option for "Apply to All" transaction categorization

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

2 votes

Confirmation dialog or undo option for "Apply to All" transaction categorization

When applying a category or transaction rule to all matching transactions at once, the action currently takes effect immediately with no confirmation step or way to undo it. This can result in a large number of transactions being miscategorized if the button is pressed accidentally.

It would be very helpful to either:
– Show a confirmation dialog before applying the change (e.g. “This will update 47 transactions. Are you sure?”), or
– Provide an undo option immediately after the bulk action is applied

This would reduce the risk of accidental bulk changes and make the feature safer to use, especially for users managing large transaction histories.

Yuval Shuminer shared this idea

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Yuval Shuminer shared this idea