How to Change the category designation on multiple transactions at once?

richterry2
richterry2 Member ✭✭
My grocery store (Payee) has somehow been categorized as an education expense. There are hundreds of transactions. Is there a way to select and change them all at once?

Best Answers

  • splasher
    splasher SuperUser ✭✭✭✭
    Answer ✓
    Sort the register by Payee (click on the Payee header), select the transactions (use same concept as selecting any range in Windows), right click on the selection, select Edit from the dropdown menu.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @richterry2,

    Yes you can do that.  Here are the steps:

    1) Select "Tools" > "Recategorize..." ;
    2) At the top of the pop-up window - "Find" should say "Transactions" and the in "with category" field you should type "education expense" (or whatever is the "exact title" of the category that is currently incorrect) > next click the "Find" button;
    3) The found section now should display all transactions in your datafile that are posted to the "education expense" category;
    4) Click on the word "Payee" at the top of that column. This will sort that column alphabetically;
    5) Page down until you get to the first instance of the "grocery store (Payee)" name and click on the box in the "Select" column;
    6) Page down again until you reach the last instance of the "grocery store (Payee)" name and - while holding down on the "Shift" key - click on the box in the "Select" column;
    7) Then enter the correct Category in the "Recategorize as" field > and click the "Replace selected" button.

    That should do it.  While this is pretty simple stuff - If you want to take the "wear a belt and suspenders" approach, you can backup your datafile BEFORE you do the above, just in case you mess up or don't like the results.

    Let me know how this goes.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • richterry2
    richterry2 Member ✭✭
    Answer ✓
    Frankx THANK YOU so much. I never would have figured that out and my “7 minute” hold for support yesterday was 35 min. I’m very grateful

Answers

  • splasher
    splasher SuperUser ✭✭✭✭
    Answer ✓
    Sort the register by Payee (click on the Payee header), select the transactions (use same concept as selecting any range in Windows), right click on the selection, select Edit from the dropdown menu.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @richterry2,

    Yes you can do that.  Here are the steps:

    1) Select "Tools" > "Recategorize..." ;
    2) At the top of the pop-up window - "Find" should say "Transactions" and the in "with category" field you should type "education expense" (or whatever is the "exact title" of the category that is currently incorrect) > next click the "Find" button;
    3) The found section now should display all transactions in your datafile that are posted to the "education expense" category;
    4) Click on the word "Payee" at the top of that column. This will sort that column alphabetically;
    5) Page down until you get to the first instance of the "grocery store (Payee)" name and click on the box in the "Select" column;
    6) Page down again until you reach the last instance of the "grocery store (Payee)" name and - while holding down on the "Shift" key - click on the box in the "Select" column;
    7) Then enter the correct Category in the "Recategorize as" field > and click the "Replace selected" button.

    That should do it.  While this is pretty simple stuff - If you want to take the "wear a belt and suspenders" approach, you can backup your datafile BEFORE you do the above, just in case you mess up or don't like the results.

    Let me know how this goes.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • richterry2
    richterry2 Member ✭✭
    Answer ✓
    Frankx THANK YOU so much. I never would have figured that out and my “7 minute” hold for support yesterday was 35 min. I’m very grateful
This discussion has been closed.