Rules (Q Mac)

Thayne
Thayne Member
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.
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Comments

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    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.
    Quicken Mac Subscription • Quicken user since 1993