Is there a way to change the category for multiple transactions simultaneously?

alanrh

Doing my tax prep. I'd like to change the categories for a group of transactions. I found a way to do this in the Windows version, but not the Mac version. I'm using Quicken 2017.

RickO

First, select the transactions you want to change. You can use shift-click to select a continuous sequence of transactions, or command-click to select non-contiguous transactions. 

Once you have the transactions selected, click menu File > Get Info. In the dialog that comes up, enter the new category then click OK.

The only caveat here is that this will not work on split transactions. Those must be done individually.

alanrh

Perfect! Thanks so much for the assist. 

Warren Roach

I am having problems getting this to work, mainly because of the way Quicken is downloading information on transactions.  In the TYPE column, it is displaying Interest Income instead of PAYMENT/DEPOSIT.  This happens to be TDAmeritrade.  If I manually change the TYPE, then I can go back and batch change the category.  I have several accounts from different firms that are downloading and displaying strange information.  Either it is the format that they are sending or Quicken is not interpreting the downloaded information correctly.  For me, this started happened shortly after Intuit sold Quicken.  

RickO

Warren Roach said:

I am having problems getting this to work, mainly because of the way Quicken is downloading information on transactions.  In the TYPE column, it is displaying Interest Income instead of PAYMENT/DEPOSIT.  This happens to be TDAmeritrade.  If I manually change the TYPE, then I can go back and batch change the category.  I have several accounts from different firms that are downloading and displaying strange information.  Either it is the format that they are sending or Quicken is not interpreting the downloaded information correctly.  For me, this started happened shortly after Intuit sold Quicken.  

What is the nature of the TD transaction? Is it earned interest, a transfer, something else?