How to bulk change the Category for a group of transactions Quicken mac 2017

Andrew HahnAndrew Hahn Member ✭✭
I, too, would like to know how to do this in Quicken for Mac 2017


Note: This conversation was created from a reply on: How to bulk change the Category for a group of transactions.

Comments

  • RickORickO SuperUser ✭✭✭✭✭
    edited August 2018
    If you just want to change the name of a category, open Window > Categories, find the category, double click it, and change the name in the resulting edit field.

    If you want to change the category for a bunch of transactions from one category to another:
      1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones).
      2) Open menu File > Get Info
      3) Enter the new category in the Category field. 
      4) Click OK

    NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as:
      1) a) change the category of all non-split transactions to something else
          b) then rename the category still contained within the splits
          c) then change the non-split transactions back to their original category
          d) this would only work if the category is not used in any splits you don't want to change
      2) use a tool such as Keyboard Maestro (www.keyboardmaestro.com) to automate the repetitive keystrokes needed to change the category within splits one by one.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    RickO said:

    If you just want to change the name of a category, open Window > Categories, find the category, double click it, and change the name in the resulting edit field.

    If you want to change the category for a bunch of transactions from one category to another:
      1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones).
      2) Open menu File > Get Info
      3) Enter the new category in the Category field. 
      4) Click OK

    NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as:
      1) a) change the category of all non-split transactions to something else
          b) then rename the category still contained within the splits
          c) then change the non-split transactions back to their original category
          d) this would only work if the category is not used in any splits you don't want to change
      2) use a tool such as Keyboard Maestro (www.keyboardmaestro.com) to automate the repetitive keystrokes needed to change the category within splits one by one.

    You can now VOTE for the feature to Improve Batch Editing to include changing Split transactions, here: https://getsatisfaction.com/quickencommunity/topics/improve-batch-editing-to-include-changing-split-...

    First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

     
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

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    (
    Canadian Q user since '92, STILL using QM2007)

  • Sharon MooreSharon Moore Member
    edited April 2017
    RickO said:

    If you just want to change the name of a category, open Window > Categories, find the category, double click it, and change the name in the resulting edit field.

    If you want to change the category for a bunch of transactions from one category to another:
      1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones).
      2) Open menu File > Get Info
      3) Enter the new category in the Category field. 
      4) Click OK

    NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as:
      1) a) change the category of all non-split transactions to something else
          b) then rename the category still contained within the splits
          c) then change the non-split transactions back to their original category
          d) this would only work if the category is not used in any splits you don't want to change
      2) use a tool such as Keyboard Maestro (www.keyboardmaestro.com) to automate the repetitive keystrokes needed to change the category within splits one by one.

    I have tried this and it isn't working in every case. I have a bunch of incoming transfers from Square, and I want to change them to "Transfer: [Square]" which is a drop-down category option I have. If I try to do it to multiple transactions, it simply gives it the name "Transfer". If I do one at a time, it will change just fine.

    I have HUNDREDS of these transactions and I should not have to do them by hand. I have been able to change other categories in bulk, so why not this?
  • RickORickO SuperUser ✭✭✭✭✭
    edited April 2017
    RickO said:

    If you just want to change the name of a category, open Window > Categories, find the category, double click it, and change the name in the resulting edit field.

    If you want to change the category for a bunch of transactions from one category to another:
      1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones).
      2) Open menu File > Get Info
      3) Enter the new category in the Category field. 
      4) Click OK

    NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as:
      1) a) change the category of all non-split transactions to something else
          b) then rename the category still contained within the splits
          c) then change the non-split transactions back to their original category
          d) this would only work if the category is not used in any splits you don't want to change
      2) use a tool such as Keyboard Maestro (www.keyboardmaestro.com) to automate the repetitive keystrokes needed to change the category within splits one by one.

    No, you can't batch edit the transfer field.

    You'll have to do them "one by one". But some hints might speed this up for you.

    First, make sure the transfer column is displayed. Then drag that column over to the far left of the register. Now do a search that will show only the transactions you want to change.

    Once you have that set up, modify the first transaction by putting "Square" in the Transfer column. Then copy the word Square (menu Edit > Copy). 

    For each subsequent transaction, the following keystrokes should fix the current transaction and move you on to the next one: Enter, Cmd-V (paste), Enter, Enter, Down-Arrow. Lather, rinse and repeat. 

    At least this gets you down to a minimum number of keystrokes and no mouse movements to change each one.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • edited November 2017
    Hello, I do not know if this is the right place to ask; anyway. I hace just migrated to Quicken 2017, version 4.4.3
    I want to delete some of the default categories and not be able to do it.  Can some body help me?
    Novice Cecilia
  • RickORickO SuperUser ✭✭✭✭✭
    edited April 2017

    Hello, I do not know if this is the right place to ask; anyway. I hace just migrated to Quicken 2017, version 4.4.3
    I want to delete some of the default categories and not be able to do it.  Can some body help me?
    Novice Cecilia

    If in the Categories window, it says "required" then you can't delete the category. Otherwise, you can delete by clicking the minus sign, lower left corner.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • kaptkaoskaptkaos Member
    edited May 2017
    RickO said:

    If you just want to change the name of a category, open Window > Categories, find the category, double click it, and change the name in the resulting edit field.

    If you want to change the category for a bunch of transactions from one category to another:
      1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones).
      2) Open menu File > Get Info
      3) Enter the new category in the Category field. 
      4) Click OK

    NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as:
      1) a) change the category of all non-split transactions to something else
          b) then rename the category still contained within the splits
          c) then change the non-split transactions back to their original category
          d) this would only work if the category is not used in any splits you don't want to change
      2) use a tool such as Keyboard Maestro (www.keyboardmaestro.com) to automate the repetitive keystrokes needed to change the category within splits one by one.

    For starters Sharon Moore isn't talking about changes to the Transfer field.  She is talking about the Category field.  Which, according the Quicken can be bulk edited.

    The following example, taken from Quicken 2017 for Mac Help, doesn't work.
    Quicken gives you the flexibility to edit multiple transactions at a time. You can edit the payee, the category/subcategory, the tags and the memo. This is called bulk editing.
    Let's consider bulk editing categories as an example. Consider a situation where you are using two categories, Car and Automobile. Later you decide that you need only Automobile. In this situation, you need to edit all the transactions associated with the category Car and change to Automobile. This might be a huge task as there could be many such transactions. You can do a bulk edit of all these transactions and change the associated category to Automobile all at once.
    To bulk edit transactions:
    1. First, ensure that the accounts you want to edit are not hidden.
    1. On the Quicken sidebar, go to the All Transactions register.
    1. Click in the Search field, then click search icon and select the option Category. Then type Car in the search field. All the transactions associated with the category Car are displayed.
    1. Select all these transactions.
    1. Go to File > Get Info. The Transactions Info window is displayed.
    1. In the Category field, enter the required category name. In this case, enter Automobile and click OK. All the selected transactions that were associated with the category Car are now associated with the category Automobile.
    1. Now, delete the category Car.
    Similarly, you can do a bulk edit for other transaction attributes such as payee, memo and tags. 
    NOTE: If you make a mistake or change your mind, just select undo (Edit > Undo) after you make the change!
    So, is there a way to bulk edit the category from "Transfer" to something like "Transfer:[name_of_account]".  It does work if doing it one transaction at a time.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited May 2017
    RickO said:

    If you just want to change the name of a category, open Window > Categories, find the category, double click it, and change the name in the resulting edit field.

    If you want to change the category for a bunch of transactions from one category to another:
      1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones).
      2) Open menu File > Get Info
      3) Enter the new category in the Category field. 
      4) Click OK

    NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as:
      1) a) change the category of all non-split transactions to something else
          b) then rename the category still contained within the splits
          c) then change the non-split transactions back to their original category
          d) this would only work if the category is not used in any splits you don't want to change
      2) use a tool such as Keyboard Maestro (www.keyboardmaestro.com) to automate the repetitive keystrokes needed to change the category within splits one by one.

    Yes, unfortunately, Quicken has again only partially implemented features. The help was probably written before they more recently implemented the feature where you can now enter transfers via the category field, and they simply have not updated the help to highlight that transfers are excluded. So either they need to correct the help section or fix the bulk edit. 

    Either way, this still leaves a gap in the bulk edit feature that should be addressed, as it is possible to do so in QM2007, though with a little less refined control that QM2017 potentially offers. 
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • kaptkaoskaptkaos Member
    edited April 2018
    RickO said:

    If you just want to change the name of a category, open Window > Categories, find the category, double click it, and change the name in the resulting edit field.

    If you want to change the category for a bunch of transactions from one category to another:
      1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones).
      2) Open menu File > Get Info
      3) Enter the new category in the Category field. 
      4) Click OK

    NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as:
      1) a) change the category of all non-split transactions to something else
          b) then rename the category still contained within the splits
          c) then change the non-split transactions back to their original category
          d) this would only work if the category is not used in any splits you don't want to change
      2) use a tool such as Keyboard Maestro (www.keyboardmaestro.com) to automate the repetitive keystrokes needed to change the category within splits one by one.

    an update was just pushed out to me today.  This update resolves this issue.  
    • Select a group of transactions.
    • Right click and select Get Info.  
    • Change the Category from "Transfer" to [name of the account].  
    • Click OK.
    The changes now take effect and are saved.

    The version this works in is:  Version 4.5.3 (Build 45.17413.100)


  • ConcordmanConcordman Member ✭✭✭✭
    edited May 2017

    Hello, I do not know if this is the right place to ask; anyway. I hace just migrated to Quicken 2017, version 4.4.3
    I want to delete some of the default categories and not be able to do it.  Can some body help me?
    Novice Cecilia

    Probably prudent for her to not delete anything until she gets comfortable with the QM17
  • edited January 2018
    RickO said:

    If you just want to change the name of a category, open Window > Categories, find the category, double click it, and change the name in the resulting edit field.

    If you want to change the category for a bunch of transactions from one category to another:
      1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones).
      2) Open menu File > Get Info
      3) Enter the new category in the Category field. 
      4) Click OK

    NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as:
      1) a) change the category of all non-split transactions to something else
          b) then rename the category still contained within the splits
          c) then change the non-split transactions back to their original category
          d) this would only work if the category is not used in any splits you don't want to change
      2) use a tool such as Keyboard Maestro (www.keyboardmaestro.com) to automate the repetitive keystrokes needed to change the category within splits one by one.

    Kaptkaos method works well with Quicken Mac 2018. To speed it up a bit you can search by name of payee or category.  Then click on the first transaction in the list; hold down the shift key while scrolling to the last item on the list. Then right click on the highlighted transactions (anywhere). Go to  Get info and a dialogue box opens that allows you to change the category. That changes the entire list of transactions. Thanks again to Kaptkaos. Saved me a ton of time. 
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 2018
    RickO said:

    If you just want to change the name of a category, open Window > Categories, find the category, double click it, and change the name in the resulting edit field.

    If you want to change the category for a bunch of transactions from one category to another:
      1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones).
      2) Open menu File > Get Info
      3) Enter the new category in the Category field. 
      4) Click OK

    NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as:
      1) a) change the category of all non-split transactions to something else
          b) then rename the category still contained within the splits
          c) then change the non-split transactions back to their original category
          d) this would only work if the category is not used in any splits you don't want to change
      2) use a tool such as Keyboard Maestro (www.keyboardmaestro.com) to automate the repetitive keystrokes needed to change the category within splits one by one.

    Just keep in mind that this does NOT work on transactions with splits; they will be skipped...those can only be updated one at a time, manually. 

    You can add your VOTE to Improve Batch Editing to include changing Split transactions.

    First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

    While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • In Quicken 2019, Release 16, you need a different method:
    1 - Shift-click to select the transactions
    2 - Right click the selection
    3 - Click on Assign Category
    4 - pick through the list and hit OK
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    @Graebeard, this thread is about QMac. You are talking about QWin.
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

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