Overview
During your review process in Puzzle, you can quickly recategorize multiple transactions at once — no need to update them one by one.
Getting Started
Navigate to the Profit & Loss page in Puzzle
Choose your preferred view — Compact, Summary, or Detailed
Review your categorization status at a glance:
% of items categorized
Total uncategorized money in / money out
Total unfinalized money in / money out
Recategorizing in Bulk
Identify a category you'd like to reassign — click the amount next to it
This opens a new tab with filters already applied for:
The selected date range
The selected category
Review the transactions listed and select the ones you want to move
A pop-up window will appear — click Categorize
Select the new category you want to move the transactions to
Click Finalize to confirm
✅ Finalized transactions will be marked as done in your review