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Is there a way to bulk edit Transfers?

I need to edit hundreds of transactions in my checking account that are payments to a credit card account.

When I do this transaction by transaction, Quicken tells me that it has found a matching transaction and asks me if I want to match it. I click yes. Problem solved.

Is there a way to do this in bulk? I can select all transactions and edit the Transfer field in the Transaction Info box, but nothing happens.

I have hundreds of these transactions to edit. Please help!

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    1. Filter the register so that only these transactions are showing. 
    2. menu Edit > Select All (Cmd-A)
    3. menu File > Get Info (Cmd-I)
    4. Fill in the destination account in the Transfer To field.
    5. Click OK
    This will add the transfer to all these transactions. However, I don't know what Quicken will do with all the potential matches. Best case I think will be that it asks you over and over again if you want to match and you'll have to accept each one.

    BTW, macOS Automator does not have any Quicken support.

    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • mrooney
    mrooney Mac Beta Beta
    Hi maldini,

    Have you tried using Automator? You have it on your Mac and it sounds like it should do what you want. 

    Regards,
    ..michael..
  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    1. Filter the register so that only these transactions are showing. 
    2. menu Edit > Select All (Cmd-A)
    3. menu File > Get Info (Cmd-I)
    4. Fill in the destination account in the Transfer To field.
    5. Click OK
    This will add the transfer to all these transactions. However, I don't know what Quicken will do with all the potential matches. Best case I think will be that it asks you over and over again if you want to match and you'll have to accept each one.

    BTW, macOS Automator does not have any Quicken support.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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