Recategorize won't find transactions if EXACT MATCH box is checked

Phil Burton

I was trying to recategorize nine transactions. I found all these transactions doing a FIND ALL. But I couldn't get recategorize to locate these same transactions until I unchecked the EXACT MATCH box. Same category of course in the search box.

RandyP

The best method I've found is this.

1. Open the account register that contains the transactions you want to edit.
2. Click on the "Categories" column head to re-order the register.
3. Find the transactions you want to edit and select the first one. Hold down the Shift key and select the last transaction to edit.
4. Right-click on any of the highlighted transactions and in the pop-up menu, select "Edit transaction(s)." The Find and Replace window will open.
5. In the Find and Replace window, click the "Select All" button.
6. In the "Replace" field, open the drop-down list and select "Category."
7. In the "With" field, open the drop-down list and select the desired category.
8. Click "Replace All."
9. Click "Done."

If you are using the "Tools" > "Recategorize..." option, and if you are manually entering the category name, you should uncheck the "Exact match" box. If it's working when you have this box unchecked, then maybe you're typing it wrong.

I hope this helps.

RandyP

The best method I've found is this.

1. Open the account register that contains the transactions you want to edit.
2. Click on the "Categories" column head to re-order the register.
3. Find the transactions you want to edit and select the first one. Hold down the Shift key and select the last transaction to edit.
4. Right-click on any of the highlighted transactions and in the pop-up menu, select "Edit transaction(s)." The Find and Replace window will open.
5. In the Find and Replace window, click the "Select All" button.
6. In the "Replace" field, open the drop-down list and select "Category."
7. In the "With" field, open the drop-down list and select the desired category.
8. Click "Replace All."
9. Click "Done."

If you are using the "Tools" > "Recategorize..." option, and if you are manually entering the category name, you should uncheck the "Exact match" box. If it's working when you have this box unchecked, then maybe you're typing it wrong.

I hope this helps.

Phil Burton

RandyP.

Thanks. Unchecking the "Exact Match" box worked.

Seems like a software error to me.