How to categorize multiple transactions? (edited to include topic)

Chief

How do I select a specific category for 'uncategorized' transaction during the download?

When editing transaction in a Report, I use to be able to select multiple transactions and then right click and 're-categorize' them. It stop working now - Build 27.1.25.10

find and replace does not work like it used to either.

Sherlock

If you're using multiple monitors, I suggest you open Quicken on your chosen main display.

Otherwise, you should still be able to use the Transaction report to recategorize multiple transactions, select a category for a download transaction, and use Find and Replace as you used to.  If not, I suggest you reboot Windows.  If the issue persists, I suggest you perform a clean uninstall, install and update. 

Sherlock

Chief said:

Thank you it worked - but, I use to be able to do it in the actual Income/Expense Report when they were all in sorted into one spot; do you know if something changed whereas we are not able to do that now?

Also, since I have someone that is knowledgeable in Quicken, is there a way to create a default category that all downloaded transactions, that don't already have a specific category, can be assigned too. Example: 'General Credit Card Expense'?

And lastly (for now) In an investment account (charles schwab) how do I only show in the transaction list the current year. I have archived and said only use 2020 data, but does not seem have used that file.

Thank you very much for your help.

You should still be able to drill down to the transactions in the Income/Expense report and recategorized the transactions. 

The short answer is you should not want Quicken to assign a different default category automatically to imported transactions.  When configured appropriately Quicken learns which payee and categories to suggest: press F1



We can not filter the transactions displayed in an investment register.  If you want to view this years transactions, I suggest you customize a Transaction report: select Reports > Banking > Transaction, press Alt + C, select the Accounts tab, Clear All, check the investment account, select Yearly in the Date range: pull-down menu and OK.

The only way to limit the transactions in an investment register is to create a new register and transfer the assets.

Jim_Harman

-- Double-click on an amount in an Income/Expense by Category report to see the underlying transactions

-- Ctrl-click or Shift-Click to select multiple transactions

-- Right-click on the selection and choose Recategorize

Does this not work for you?

Also there is already a default category - it is "Uncategorized" - or as Sherlock says you can use the Memorized Transaction List to remember the category(s) you have previously used for each payee.

Finally, if you are using Quicken's standard categories or have renamed them (but unfortunately not if you have deleted and replaced them with your own categories), Quicken can do a pretty good job of renaming and assigning categories to new downloaded payees. You still have to check what it is doing, however, or you may get some weird name assignments. This is controlled by the settings in the During Transaction Download section of Edit > Preferences > Downloaded Transactions. 

q_lurker

I suspect your old report was an Itemized Categories report.  That report now has an "Update to Show" button that offer the option to display all transactions within each category.  From there, one can easily select and recategorize various transactions. 

I'll also point to the Customization Advanced tab common to many reports.  That tab often includes the option to Show or Hide subcategories.

Also many reports that include a subtotal option (for example, Banking Transactions) have Expand All / Collapse All buttons that impact the detail displayed.   

Jim_Harman

The Update to Show button is only on some of the reports, Itemized Category for example.

Spending by Category has Expand all and Collapse all to control display of subcategories, then you have to double click on a number to see the details.

Experiment!

Sherlock

If you're using multiple monitors, I suggest you open Quicken on your chosen main display.

Otherwise, you should still be able to use the Transaction report to recategorize multiple transactions, select a category for a download transaction, and use Find and Replace as you used to.  If not, I suggest you reboot Windows.  If the issue persists, I suggest you perform a clean uninstall, install and update. 

Chief

Thank you it worked - but, I use to be able to do it in the actual Income/Expense Report when they were all in sorted into one spot; do you know if something changed whereas we are not able to do that now?

Also, since I have someone that is knowledgeable in Quicken, is there a way to create a default category that all downloaded transactions, that don't already have a specific category, can be assigned too. Example: 'General Credit Card Expense'?

And lastly (for now) In an investment account (charles schwab) how do I only show in the transaction list the current year. I have archived and said only use 2020 data, but does not seem have used that file.

Thank you very much for your help.

Jim_Harman

You should open separate discussions for any unrelated questions, so others can find the answers.

Sherlock

Chief said:

Thank you it worked - but, I use to be able to do it in the actual Income/Expense Report when they were all in sorted into one spot; do you know if something changed whereas we are not able to do that now?

Also, since I have someone that is knowledgeable in Quicken, is there a way to create a default category that all downloaded transactions, that don't already have a specific category, can be assigned too. Example: 'General Credit Card Expense'?

And lastly (for now) In an investment account (charles schwab) how do I only show in the transaction list the current year. I have archived and said only use 2020 data, but does not seem have used that file.

Thank you very much for your help.

You should still be able to drill down to the transactions in the Income/Expense report and recategorized the transactions. 

The short answer is you should not want Quicken to assign a different default category automatically to imported transactions.  When configured appropriately Quicken learns which payee and categories to suggest: press F1



We can not filter the transactions displayed in an investment register.  If you want to view this years transactions, I suggest you customize a Transaction report: select Reports > Banking > Transaction, press Alt + C, select the Accounts tab, Clear All, check the investment account, select Yearly in the Date range: pull-down menu and OK.

The only way to limit the transactions in an investment register is to create a new register and transfer the assets.

Chief

"You should still be able to drill down to the transactions in the Income/Expense report and recategorized the transactions. "


No, still does not, work as it should or did.
Thanks again, appreciate it.

Jim_Harman

-- Double-click on an amount in an Income/Expense by Category report to see the underlying transactions

-- Ctrl-click or Shift-Click to select multiple transactions

-- Right-click on the selection and choose Recategorize

Does this not work for you?

Also there is already a default category - it is "Uncategorized" - or as Sherlock says you can use the Memorized Transaction List to remember the category(s) you have previously used for each payee.

Finally, if you are using Quicken's standard categories or have renamed them (but unfortunately not if you have deleted and replaced them with your own categories), Quicken can do a pretty good job of renaming and assigning categories to new downloaded payees. You still have to check what it is doing, however, or you may get some weird name assignments. This is controlled by the settings in the During Transaction Download section of Edit > Preferences > Downloaded Transactions. 

Chief

Thanks for the reply.

No, the typical shift/ctrl right click does not work.
1st, after selection of one transaction or multiple within the report, and then right clicking, does not highlight the option to recategorize, delete, retag , rename or edit.

They use to work as they are suppose to but not now.
I even went back to 2018 and 2019 where I know they worked, and those do not work now.

Really confused. Not a novice user either.

Jim_Harman

Try Shift and left-click or Ctrl and left-click to select then right-click to access the Recategorize option.

Chief

Thank you again Jim, but, as I have said before I have done that. I have had Quicken for 10 years and have used the recategorize many times. It just has stopped working, it could be my computer, but but I been using if for years as well. Just floundering in the sea of confusion. ):

Jim_Harman

Is this one of the standard reports or one that you have saved?

Another user just reported a similar problem with a saved report and found that rebuilding the report solved the problem for him.

Chief

Yes, standard report.

First my 'old' saved report still does not work the way it did last year
and the previous years.

I created a new report and remember why I was using my 'old' report.
Last year Quicken had an update that change something after creating a report
After creating a 'new' report it did not show the details like my
old one - headings, sub-account, etc., to get around this I just saved my
previous YTD file with a new name - ..../2015/2016/2017/2018/2019/2020.

What I learned today!
Once a report is created and shows Categories - YTD etc., the user has to 'double click' (or hit Enter) on the category for it to drill down to
the transaction level, then the Ctrl/Shift method of highling transaction works and the right click for options works.

This was the change Quicken made last year, instead of showing the sub-account level as a default, the user had to double-click (hit Enter) on the main category.....repeating myself here.

Thanks for offering the solution and hanging in there with me.
Doug

q_lurker

I suspect your old report was an Itemized Categories report.  That report now has an "Update to Show" button that offer the option to display all transactions within each category.  From there, one can easily select and recategorize various transactions. 

I'll also point to the Customization Advanced tab common to many reports.  That tab often includes the option to Show or Hide subcategories.

Also many reports that include a subtotal option (for example, Banking Transactions) have Expand All / Collapse All buttons that impact the detail displayed.   

Chief

Thank you for the information.
After searching the help menu/report customize etc., I still have not seen a ""Update to Show" button ". Will you guide me there please.

Doug

Jim_Harman

The Update to Show button is only on some of the reports, Itemized Category for example.

Spending by Category has Expand all and Collapse all to control display of subcategories, then you have to double click on a number to see the details.

Experiment!

Chief

Want to thank:
Jim_Harman
q_lurker
Sherlock
for each contribution to my questions.
Through each one of your suggestions I have learned more about Reporting that will be very beneficial from this day forward.

Jim & q_lurker, your suggestion about which report I was using (not Itemized Category) and about the Show button was great. I have now created a new report using what you have taught me and am very please with the outcome.

Thanks again.

Doug