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  5. How do I use bulk editing on the Balancing tab?

How do I use bulk editing on the Balancing tab?

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:

  1. In the Portfolio app, go to the Balancing tab.
  2. Check the items you want to edit and click on Bulk edit at the top.
  3. To move multiple items to another list at once, choose Move to list.
  1. Then choose the list where you want to move the items.
  1. Finally, click on Move to put the items in the desired list.
  1. To archive multiple items at once, under Bulk edit choose Archive.
  1. Then click Remove again to confirm the action.

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