recategorizing multiple transactions in mac

pamela77

Hello, I am trying to recategorize multiple transactions. In QW I was able to select multiple transactions and recategorize them all at once in a group. I can't figure out how to do that in QM?

Thank you!

John_in_NC

Select all the transactions and hit command+e to edit:
Anything you enter in that dialog will be changed across all selected transactions (except for split line details)

John_in_NC

Select all the transactions and hit command+e to edit:
Anything you enter in that dialog will be changed across all selected transactions (except for split line details)

pamela77

Thank you! How do I select multiple transactions? My normal methods don't seem to work?

John_in_NC

When in the register, selecting transactions works the same way as selecting anything else in MacOS. Here is from the MacOS help:

https://support.apple.com/guide/mac-help/select-items-mchlp1378/mac

pamela77

Thank you John, that is the method I was trying to use and it just kept jumping me out of the transaction when I used the command key. I will reread those directions and try again.

John_in_NC

Don't be editing transactions when you select them. (Hit return to save the current transaction.)

The click on the transactions either via shift (to select start/end) or command (to select individual transactions) to select them.

It works the same way as selecting files in the Finder or within Windows Explorer. 

jacobs

Click on one transaction. Command-click on the next you want. Continue Command-clicking to get all the ones you want. 

If you do a Search to find everything in a category and then want to select a group of transactions all in a row, click on the first transaction, then find the last one and Shift-click on the last one.

These are standard Mac methods for selecting either separate items or contiguous ones. 

As for the Quicken changes, I just wanted to call out something John mentioned parenthetically: editing the Transaction Info screen does not affect transactions using the category in splits. Depending on what you're editing, this may not be a problem or may be a fatal flaw. Hopefully, the developers will someday fix this limitation. 

pamela77

Thank you both, it works perfectly. I was familiar with the command and click shift methods, but I guess I was trying to apply them while in editing mode, thank you for catching that!