> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/records/manage.md).

# Search, Filters, and Bulk Edit

## Search Records

1. Open **Home**.
2. Tap the current view name at the top right and choose **Search**.
3. Enter a keyword. For more precise results, set a date, book, account, category, tag, currency, or record type.
4. Tap a result to open the record details.

You can also tap amounts in statistics cards, Budget, and account details to open the records behind those amounts.

## Edit One Record

1. Tap a record row to open its details.
2. Tap **Edit** at the top right.
3. Change the amount, account, category, date, or other fields.
4. Saving recalculates the account balance and related statistics.

You can also swipe left in a record list to use the edit or delete actions available for that record.

## Bulk Edit

1. Tap **Bulk Edit** on the Search page.
2. Select the records to process.
3. Choose a field to change or choose bulk deletion.
4. Check the number of selected records and confirm.

{% hint style="warning" %}
Read-only records cannot be selected for editing. Records linked to Installments, Fixed Deposits, Savings, and other features follow the rules of their owning feature.
{% endhint %}

## Delete Records

Deleting a standard record also reverses its balance and statistics effects. Deleting a record linked to a plan may delete that plan and all of its related records. The confirmation page shows the actual deletion scope.

{% hint style="danger" %}
An action marked **This cannot be undone** cannot be recovered by archiving. Check all related content before confirming.
{% endhint %}


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.daak2.com/records/manage.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.