can I edit the name of several categories at once?

pennies
pennies Quicken Mac Other Member
Can I rename several categories at once, or do I have to edit them one at a time?

Answers

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited March 2019
    just guessing - but one at a time -
    don't really see a side-by-side table existing for ... Old --> New
    Don't know your example - but if you have "common name" category, and now need 2 of them - you could create a Main Category and then have multiple subs.... still have to manually edit, move, create things... but just chainging the mental logic
    ie - cars - people - houses - etc
  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    If you meant "can I change the category on multiple transactions at once," then there's a way to do that, too. Select each transaction by Command-clicking them; then do File > Get Info (or Command-I) to open the Transaction Info window. If you enter a Category here and press OK, the Category will be changed on all the selected transactions. (Unfortunately,y this doesn't work on splits, so you have to edit them manually.)
    Quicken Mac Subscription • Quicken user since 1993
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