Change category on multiple entries FROM a report

David Carpenter
David Carpenter Member ✭✭
edited July 2022 in Reports (Mac)
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.

Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    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 1993
  • David Carpenter
    David Carpenter Member ✭✭
    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.
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