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Changing category for a vendor with multiple transactions (Q Mac)

ermkd22ermkd22 Member
Is there a quick way to change the category for a vendor with multiple transactions (MAC) all at once instead of editing each transaction? I am not connected to my banks online but inputting offline.

Comments

  • RickORickO SuperUser, Mac Beta Beta
    Yes, but only if they are not split transactions. Here are the steps:

    1. Select a register or group register (eg. All Transactions) in the sidebar that will contain all the transactions you want to change.

    2. Click the magnifying glass in the search box (top right), and select Payee. Then enter the Payee name in the search box. You will now be showing only transactions for that Payee.

    3. Click menu Edit > Select All.

    4. Click menu File > Get Info.

    5. Enter the new category in the Category field and click OK.

    As mentioned, this will not affect any split transactions. You will have to change those manually, one by one.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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