Overview
During your review process in Puzzle, you can quickly recategorize multiple transactions at once — no need to update them one by one.
Recategorizing in Bulk
Go to the Transactions page
Use the filters to show the transactions you want to move, for example the current category and a date range
Select the transactions you want to move. The checkbox in the header selects every transaction on the page
A bar appears at the bottom of the screen. To include transactions on other pages, click Select all … matching transactions
Click Categorize and select the new category you want to move the transactions to
Click Confirm
✅ Confirmed transactions will be marked as done in your review
Known issue
After you click Select all … matching transactions, Categorize only works with revenue and expense categories. To move transactions to any other category (for example a liability or asset account), select the transactions shown on the page instead and repeat for each page.