Updating Category for All Transactions for a Payee
DonMartin
Member
This was in the R25.10 release notes (Feb 2020). Anybody know how to do this?
Improved: When you add a category to a transaction, Quicken now gives you the option to update past transactions for the same payee.
I recently added a new category called, "Utilities:Streaming Media Services" and I want to update all of my previous Spotify payee transactions from the category, "Entertainment" to the new category I created.
Improved: When you add a category to a transaction, Quicken now gives you the option to update past transactions for the same payee.
I recently added a new category called, "Utilities:Streaming Media Services" and I want to update all of my previous Spotify payee transactions from the category, "Entertainment" to the new category I created.
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Best Answer
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How about a simple Find and Replace?Find "Spotify" and replace all Categories.QED
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP6
Answers
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How about a simple Find and Replace?Find "Spotify" and replace all Categories.QED
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP6 -
I am still on 2017 so it may not apply
I just rt click the payee in any transaction then click "Payments made to [payee]"
Then set filters, select all transactions I want to change and rt click. Options include recategorizing. I can also delete, rename payee, retag, or edit memo0 -
I believe that Find&Replace also existed in QW2017.Don't knock it until you've tried it.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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