Updating Category for All Transactions for a Payee

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.

Best Answer

Answers

  • Bill43
    Bill43 Member ✭✭
    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 memo
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    I believe that Find&Replace also existed in QW2017.
    Don't knock it until you've tried it.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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