Target and preview changes to transaction lines

Transaction Line Batcher targets individual lines within transactions. Filter today’s bills for descriptions containing Training. The matched count shows two of two editable lines. Expand the transaction to inspect them.

Select the transaction and enable Line Description. Choose Append To and enter Reviewed for October. Then click Preview Changes to inspect exactly which lines will change.

The preview shows the original and proposed descriptions for both matched lines, alongside their accounts and amounts. Export this review or apply the changes once the proposed edits are correct.