Bulk Entry

Open Bulk Entry

1. 1From the Dashboard or Transactions page, click Add transaction.
2. 2Select Bulk Entry from the menu.
3. 3The Bulk Entry dialog opens with 5 empty rows ready to fill in.

Fill in your transactions

Each row represents one transaction. Fill in the amount, description, date, budget, and category for each.

1. 1Enter the amount — positive numbers only.
2. 2Add a description (what you spent money on).
3. 3Set the date — defaults to today.
4. 4Select a budget and category.
5. 5Leave the category blank to mark a row as income.
6. 6Click Add row at the bottom to add more rows as needed.

Use Quick Actions to speed things up

If most of your transactions share the same budget, type, or date, use Quick Actions to set those fields across all rows at once — instead of filling them in one by one.

1. 1Click the Quick Actions button in the top-right of the dialog.
2. 2A panel appears with three bulk fields: Set all to budget, Set all to type, and Set all to date.
3. 3Set whichever fields apply to your batch.
4. 4All rows update immediately. Individual rows can still be overridden after.
5. 5Click Clear All in the panel to remove the bulk values.

Fix validation errors

Rows with missing or invalid data are highlighted in red. Fix them inline before continuing.

1. 1Click Review — Moniepot validates all rows and highlights any errors.
2. 2Fix the flagged fields directly in the table.
3. 3Rows turn green once all required fields are valid.

Review duplicates and confirm

1. 1After validation, Moniepot checks for potential duplicates against existing transactions.
2. 2For each match, choose Skip or Import anyway.
3. 3Review the confirmation summary, then click Confirm to save all transactions.

Draft saving

Moniepot automatically saves your work as a draft. If you close the dialog by accident, you'll be prompted to restore it when you reopen Bulk Entry.