How to get quickfill rule to update already downloaded transactions?
LavaLamp
Quicken Mac Subscription Member
Brand new to Quicken. Connected some accounts and started categorizing some transactions in the spending tab and checking the Quickfill box. I hoped all the other transactions with the same payee and wrong category would update but they did not.
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Answers
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QuickFill rules refer specifically to the creation of new transactions. QuickFill rules will never affect existing transactions, only future ones.
That said, there are a number of ways to make mass changes to past transactions. If you want to change all the categories on transactions fo a specific Payee, you could do this:- Control-Click on a transaction for this Payee.
- Select Find [Payee name] from the dropdown menu.
- Click on the Category heading to sort by category.
- Click on the first transaction with category ABC.
- Shift-click on the last transaction with category ABC.
There's one important caveat about such mass editing: it does not work on split lines in transactions. If what you're trying to edit is fully or partly contained in splits, you have to edit those transactions manually. (I hope this will be changed in the future.)
Quicken Mac Subscription • Quicken user since 19930
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