Change category on multiple entries FROM a report

David Carpenter
Member ✭✭
For example: I have coded all my vacations to a category called "Vacation". I would now, from that report (since I used many different accounts), like to select certain items and send to a new category "Vacation 1" and others to a new category "Vacation 2", without having to go to each individual entry's register and back to the report.
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Maybe I'm missing something in the question. If you want to change a transaction in a report from one category to another, just click and press Return (or double-click) to edit the transaction. The first click opens a register window, with the transaction you clicked highlighted; pressing Return opens the transaction for editing. Change the category, save the transaction, and click back on the report window.Quicken Mac Subscription • Quicken user since 19930
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@David Carpenter Yes, you can do this, but not from a report. Since your transactions are in multiple accounts, the trick here is to use one of the group registers rather than a single account register. You could use the All Transactions register, which will cover everything including investment accounts. But these transactions probably don't appear in investment or property/debt accounts, so you will likely want to use the Banking register. Here's the process:
- Click the Banking heading in the sidebar
- Click the magnifying glass in the search box, top right, then click Category to limit the search to the Category column.
- Enter "vacation" in the search box
- Select a subset of the "vacation" transactions (in multiple accounts) that you want to change using standard macOS shift-click and/or command-click protocol.
- Click menu File > Get Info
- Enter the new category in the Category field and click OK
One (possibly huge) caveat: Get Info will not change the category of any lines of a split transaction. Unfortunately, those have to be changed one by one.
Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
Great solution. Good to know about subcategories. If they exist, they should be easy to find by rerunning the Vacation report and then modifying one at a time.0
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