Does Quicken for Mac have a find and replace option like the Windows version

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rickruizsf
rickruizsf Member ✭✭
Under Edit then Find, I do not find the replace option.

For example, I have several transactions that have the word TRANSFER. I would like to remove the word and replace it with something else.

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  • MontanaKarl
    MontanaKarl Member, Mac Beta Beta
    Answer ✓
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    Unfortunately, it does not.

    Quicken user since 1990, MacBook Pro M2 Max on Ventura 13.6.5 • Windows 11

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    You can definitely batch edit transactions, so this is basically the same as Find and Replace; it's just not called that. And it works just as shown in the video @UKR posted above from 2015.

    But… there's one big caveat, and it's not mentioned in the video. The batch editing (aka replace) works on transactions without splits, but it does NOT work on split transactions. That's a killer limitation I wish they would address.

    And smaller caveats: doing a Find and then Edit Transaction to Find and Replace works for the Payee, Category, Tags, Transfer, and Memo/Notes field, but you cannot mass edit two other fields some users have wanted to mass edit/replace: Amount or Action.

    Please take a second to visit the Idea thread @MontanaKarl posted above (or just click here), and add your vote for full-fledged Find & Replace (by clicking the vote counter in the yellow box under the first post).
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • MontanaKarl
    MontanaKarl Member, Mac Beta Beta
    Answer ✓
    Options
    Unfortunately, it does not.

    Quicken user since 1990, MacBook Pro M2 Max on Ventura 13.6.5 • Windows 11

  • MontanaKarl
    MontanaKarl Member, Mac Beta Beta
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    Quicken user since 1990, MacBook Pro M2 Max on Ventura 13.6.5 • Windows 11

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Are you guys saying that a feature named "Batch Change Transactions", introduced with Q Mac 2015 no longer exists in the current Q Mac?
    Please take a look at this old video: https://www.youtube.com/watch?v=b6B_WUDszCc
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓
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    You can definitely batch edit transactions, so this is basically the same as Find and Replace; it's just not called that. And it works just as shown in the video @UKR posted above from 2015.

    But… there's one big caveat, and it's not mentioned in the video. The batch editing (aka replace) works on transactions without splits, but it does NOT work on split transactions. That's a killer limitation I wish they would address.

    And smaller caveats: doing a Find and then Edit Transaction to Find and Replace works for the Payee, Category, Tags, Transfer, and Memo/Notes field, but you cannot mass edit two other fields some users have wanted to mass edit/replace: Amount or Action.

    Please take a second to visit the Idea thread @MontanaKarl posted above (or just click here), and add your vote for full-fledged Find & Replace (by clicking the vote counter in the yellow box under the first post).
    Quicken Mac Subscription • Quicken user since 1993
  • MontanaKarl
    MontanaKarl Member, Mac Beta Beta
    edited September 2022
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    UKR said:
    Are you guys saying that a feature named "Batch Change Transactions", introduced with Q Mac 2015 no longer exists in the current Q Mac?
    Please take a look at this old video: 
    @UKR Thanks for that!  I guess I would call it 'multi-edit', but they didn't ask me.  I can't believe I've been testing and using QMac for so many years and totally missed (or forgot) that this was possible. Helpful!  But, as @jacobs points out, it doesn't work with split transactions which is a deal breaker for me.

    Also, QWin's FInd & Replace searches ALL accounts (and then lets you choose which transactions to apply the replacement to)... vs this multi-edit which requires going to every register in turn, repeating the filter criteria and the edit operation... and still cannot replace text within a memo field (vs replacing the entire field), etc etc.

    Quicken user since 1990, MacBook Pro M2 Max on Ventura 13.6.5 • Windows 11

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