I would like to rename a Payee and have the change be applied to all previous Payee entries

KRM
KRM Quicken Windows Subscription Member
edited November 2022 in Registers & Transactions (Windows)
I have a monthly charge from a Payee with a cryptic name. I can rename each historical entry manually, but I'd like to have the renaming rule applied to all transactions already loaded in the register.

Best Answer

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Renaming rules are only applied when transactions are downloaded.
    Use Ctrl+Shift+H to bring up the find and replace dialog to change existing transactions in the register.
    Signature:
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Renaming rules are only applied when transactions are downloaded.
    Use Ctrl+Shift+H to bring up the find and replace dialog to change existing transactions in the register.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • KRM
    KRM Quicken Windows Subscription Member
    I was beginning to think that was the case -- thanks.
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