How to change accounts for multiple transations
jckedwards
Quicken Canada Subscription Member ✭✭
I just installed Quicken for the Mac 5.12 and am converting from Mint.
I set up my accounts in Quicken, then I downloaded a CSV file of all my transactions from Mint and imported that file into Quicken.
So now I have 16,000+ transactions in one account that I would like to assign to the correct accounts.
Is there a way for me to change the accounts for multiple transactions in Quicken for Mac? Ideally, I would like to select a group of transactions and change the account for all of them, rather than doing each one at a time.
I set up my accounts in Quicken, then I downloaded a CSV file of all my transactions from Mint and imported that file into Quicken.
So now I have 16,000+ transactions in one account that I would like to assign to the correct accounts.
Is there a way for me to change the accounts for multiple transactions in Quicken for Mac? Ideally, I would like to select a group of transactions and change the account for all of them, rather than doing each one at a time.
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Best Answer
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The way to move a transaction from one account to another in Quicken Mac is to click on it in the current transaction register and drag it to the destination account in the left sidebar. You can do this with multiple transactions at once. You can shift-click to select a range of transactions, or Command-click to select discontinuous transactions, and then drag them in one swipe to the destination account in the left sidebar.
Quicken Mac Subscription • Quicken user since 19936
Answers
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The way to move a transaction from one account to another in Quicken Mac is to click on it in the current transaction register and drag it to the destination account in the left sidebar. You can do this with multiple transactions at once. You can shift-click to select a range of transactions, or Command-click to select discontinuous transactions, and then drag them in one swipe to the destination account in the left sidebar.
Quicken Mac Subscription • Quicken user since 19936
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