Any way to apply memorized categories retroactively to Payees already downloaded?

Chfrat160

I have downloaded several months of transactions to which I am applying categories. Going forward I am assuming the correct categories will be applied to newly downloaded transactions; but how do I get Quicken to apply newly declared categories to entries previously downloaded and still uncategorized unless I manually sort, highlight and apply new categories?

jacobs

First, let's talk about creating QuickFill rues for Payees… Click on a transaction you have categorized and select Transactions > Save QuickFill Rule (or Command-Y). That opens the QuickFill window, where you can simply click Save, or tweak what gets saved as the rule -- blank the Amount and Memo if you only want the Category saved.

If you've been categorizing exiting transactions, though, you could be creating these QuickFill rules as you go along. When you edit a transaction's category, a blue pop-up gives you the option to save a QuickFill rule:



Notice also that you can set this pop-up to "All fields" or "Category", again depending if you want to save all the fields or just the category in the rule.

But you're asking how to change existing transactions. If you Search for a Payee, you can Select All (or select those you want to change) and then select Transactions > Edit (or Command-E). In this Transactions Edit window, enter your desired category, and it will change the category for all the transactions. With one very significant caveat: this doesn't apply to splits; if you're transactions are simple with no split, this will work; for transactions with a split, you unfortunately need to edit each one individually.

smayer97

Meanwhile, you can add also your VOTE to Improve Batch Editing to include changing Split transactions.

First, click on the underlined link above to go there, then click the little triangle under the VOTE count at the top of page 1 in the highlighted banner box, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!

jacobs

First, let's talk about creating QuickFill rues for Payees… Click on a transaction you have categorized and select Transactions > Save QuickFill Rule (or Command-Y). That opens the QuickFill window, where you can simply click Save, or tweak what gets saved as the rule -- blank the Amount and Memo if you only want the Category saved.

If you've been categorizing exiting transactions, though, you could be creating these QuickFill rules as you go along. When you edit a transaction's category, a blue pop-up gives you the option to save a QuickFill rule:



Notice also that you can set this pop-up to "All fields" or "Category", again depending if you want to save all the fields or just the category in the rule.

But you're asking how to change existing transactions. If you Search for a Payee, you can Select All (or select those you want to change) and then select Transactions > Edit (or Command-E). In this Transactions Edit window, enter your desired category, and it will change the category for all the transactions. With one very significant caveat: this doesn't apply to splits; if you're transactions are simple with no split, this will work; for transactions with a split, you unfortunately need to edit each one individually.

smayer97

Meanwhile, you can add also your VOTE to Improve Batch Editing to include changing Split transactions.

First, click on the underlined link above to go there, then click the little triangle under the VOTE count at the top of page 1 in the highlighted banner box, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!