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Coop42
Coop42 Member ✭✭
edited September 2021 in Budgeting and Planning Tools (Mac)
Does Quicken provide the ability to edit multiple categories rather than one-at-a-time?
If so, how is it done?
Thanks for any help or suggestions.
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  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    Could you provide an example of what you're looking for?

    Are you talking about changing the category on multiple transactions at once? If so, it's pretty easy, with a large caveat. Select the transactions you want to change, select Transactions > Edit (or Command-E), and in the Transaction Info box which pops up, enter the Category you want and click OK.

    The caveat: this works on transactions without splits; it does not work on categories in split transactions. That's a significant shortcoming, and one I hope they will fix one day, but currently if you want to edit the category in transactions with splits, you have to edit them one at a time. 
    Quicken Mac Subscription • Quicken user since 1993
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