Can I set a quick rule, while I'm changing multiple records at the same time, please? (Q Mac)
delucasso
Quicken Mac Subscription Member ✭✭
I know, that I can create a quick rule, so the transaction will be categorized automatically. I am editing multiple records at the same time (same payee etc.).
1.) Is the quick rule created from that as well? Or do I have to edit a single transaction and let Quicken save the rule?
2.) What will happen, if I will save another rule for another day for the same payee/transaction? Will the old rule be overwritten, or are there multiple same rules?
Thank you, Lukas
1.) Is the quick rule created from that as well? Or do I have to edit a single transaction and let Quicken save the rule?
2.) What will happen, if I will save another rule for another day for the same payee/transaction? Will the old rule be overwritten, or are there multiple same rules?
Thank you, Lukas
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delucasso said:I know, that I can create a quick rule, so the transaction will be categorized automatically. I am editing multiple records at the same time (same payee etc.).
I would recommend starting there to learn about QuickFill rules.1.) Is the quick rule created from that as well? Or do I have to edit a single transaction and let Quicken save the rule?
As you guessed, you have to edit a single transaction. Or you can go to Window > Payee & Rules and then click on the QuickFill Rules tab.2.) What will happen, if I will save another rule for another day for the same payee/transaction? Will the old rule be overwritten, or are there multiple same rules?
Hope this helps get you going.
Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M10
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