Find and replace, what am I missing something? (Q Mac)

jeff42@

Trying to replace the names on a bunch of transactions and not seeing an option for it. Not seeing it under Edit -> Find or anywhere else

jacobs

@jeff42@  There may be an easier option. If the name you are trying to replace is the Payee name, you can accomplish this quickly via the Window > Payees & Rules screen. Find the Payee name you want to change, double-click to edit it, and edit the name. When you save, it will change all instances of the Payee name in your database.

If you have multiple variations of a Payee name (Lowes and Lowe's) and you want to unify them, in the same Payees window, Command-click the different instances of the name so they're all highlighted, then click the Merge Payees button at the bottom of the window. In the Merge box, select the one you want them all changed to in the "Into" dropdown, and all transactions using those Payee names in the database will be changed to the one you selected.

jeff42@

Thanks, never thought of doing it that way.

jacobs

@jeff42@  There may be an easier option. If the name you are trying to replace is the Payee name, you can accomplish this quickly via the Window > Payees & Rules screen. Find the Payee name you want to change, double-click to edit it, and edit the name. When you save, it will change all instances of the Payee name in your database.

If you have multiple variations of a Payee name (Lowes and Lowe's) and you want to unify them, in the same Payees window, Command-click the different instances of the name so they're all highlighted, then click the Merge Payees button at the bottom of the window. In the Merge box, select the one you want them all changed to in the "Into" dropdown, and all transactions using those Payee names in the database will be changed to the one you selected.

janeteric

RickO's suggestion was very helpful and helped with a large number of category names I need to change. Thank you RickO!