batch editing a category?

Ted Coladarci
Ted Coladarci Member
I'm sure I'm missing the obvious, but how do I specify a category for a recurring (and presently uncategorized) expense so that this change is applied to *all* such entries in my register -- not just the one I've edited. For example, I'd like to specify "utilities" for all entries associated with my power bill.

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    There is no Cntrl-H Find and Replace in QMac.

    To change a category in a register for a certain payee, do this:
    1. Click the magnifying glass, top right and choose payee from the dropdown menu
    2. Enter the payee name in the search box
    3. You can filter by Date, Type and/or Status if that would be useful
    4. Select All transactions (menu Edit > Select All)
    5. Click menu File > Get Info
    6. Enter the new Category and click OK.
    One big caveat though: this will not affect any category assignments that lie within split transactions. The only way to fix those is individually, one by one.

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

Answers

  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    Try using Find and replace (CTL-H) looking at payee, and then choosing replace category for the ones that show up.
    Quicken Premier Subscription, Windows 11 Home
  • I was hoping for something more user-friendly -- like when you edit a payee and Quicken gives you the option to apply the change to all past references to this payee. But thank you nonetheless!
  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    Hope that worked as I did not notice your post was for Mac. My answer was for windows. :)
    Quicken Premier Subscription, Windows 11 Home
  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    There is no Cntrl-H Find and Replace in QMac.

    To change a category in a register for a certain payee, do this:
    1. Click the magnifying glass, top right and choose payee from the dropdown menu
    2. Enter the payee name in the search box
    3. You can filter by Date, Type and/or Status if that would be useful
    4. Select All transactions (menu Edit > Select All)
    5. Click menu File > Get Info
    6. Enter the new Category and click OK.
    One big caveat though: this will not affect any category assignments that lie within split transactions. The only way to fix those is individually, one by one.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • THANK YOU!!!!!!!!
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