On the Balancing tab it is possible to edit items in bulk. You can choose to move multiple items simultaneously to another list or to archive them:
- In the Portfolio app, go to the Balancing tab.
- Check the items you want to edit and click on
Bulk edit
at the top. - To move multiple items to another list at once, choose
Move to list
.
- Then choose the list where you want to move the items.
- Finally, click on
Move
to put the items in the desired list.
- To archive multiple items at once, under Bulk edit choose
Archive
.
- Then click
Remove
again to confirm the action.