Rules (Q Mac)

Thayne

When asked to apply Rule to transaction I would like to do so not on just new transactions but all prior transactions and be alerted if there is a conflict with any other transaction.

jacobs

Are you talking about a Renaming Rule or a QuickFill rule?

I would never want Quicken to touch existing transactions which go back decades. There's too much potential for errors, confusion or unintended consequences. That said, if you edit a Payee name in Quicken, it offers you to change the name globally in all existing transactions.