Apply a correction to similar transactions
After you fix one line's category, ZeraBooks offers to apply the same category to similar transactions from the same merchant, in one click.
Fix one, then the rest
In Banks & Cards, switch to Edit and change a line's category. See Review and fix categories.
If other transactions from the same merchant have a different category, a banner appears: "{n} similar transactions have a different category. Apply {category} to those too?"
Click Apply to {n} similar, or Dismiss to leave them as they are.
When it's done, the banner says "Updated N similar transactions to {category}."
What counts as similar
A transaction is similar when it comes from the same merchant and moves money in the same direction (both money in, or both money out). ZeraBooks looks across all of the company's bank and card accounts and all dates.
It never changes:
lines someone already categorized by hand;
transfers and credit-card payments;
bill and invoice payments;
lines matched to a manual entry;
lines cleared in your opening books.
Tip: Your correction is also remembered for future statements, so the same merchant is categorized the same way next time.
Frequently Asked Questions
Can I fix every transaction from one merchant at once?
Yes. Fix one line, then click Apply to {n} similar on the banner. To change unrelated lines together instead, select them and use Set category.
What does "These similar transactions are already resolved" mean?
Between the offer and your click, those transactions were already changed. No changes were needed.
Is there a limit?
Yes. If more than 1,000 similar transactions need review, ZeraBooks asks you to narrow the changes in the register before trying again.
Can I undo Apply to similar?
There's no undo button. Change the categories back in Edit, one at a time or with Set category on selected lines.
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