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How to edit the Action on multiple downloaded transactions? Quicken 2016 Premier Windows 7

Ray Pantlik
Ray Pantlik Member ✭✭
edited January 2019 in Investing (Windows)
How to edit the Action on multiple downloaded transactions? Quicken 2016 Premier Windows 7

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    Please back up a bit. Have these transactions already been accepted so that they are in the transaction list (register) or are they waiting to be accepted?
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  • Ray Pantlik
    Ray Pantlik Member ✭✭
    edited January 2018
    I believe the answer to your question is that they have already been accepted. To explain these transactions were downloaded from institution as qfx file, then I imported them. It is an investment account and I need to change the action from "Bought" to "Added" and the "Sold" to "Removed" so as to not change the cash balance. I have typically had to edit each individual transaction as described above but I wanted to know if there was another time saving way to edit these transactions in batches.
  • Ray Pantlik
    Ray Pantlik Member ✭✭
    edited January 2019
    Jim, I appreciate your prompt response.
  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    edited January 2018

    Jim, I appreciate your prompt response.

    Short answer- No, each has to be edited individually. 

    Although you seem to be improvising rather than importing investment transaction history. Normal investment transaction history would not require the manipulation your are describing.
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