Change category for all instances of a single payee (Q Mac)
pwedeba2004
Quicken Mac Subscription Member ✭✭
I've read all the explanations online and I still can't figure out how to do this! Help please!
Quicken automatically categorizes "Joe Blow Company" as shopping. I want all instances of Joe Blow Company to be automatically categorized as Home Improvement.
Quicken automatically categorizes "John Smith Company" as Uncategorized. I want all instances of John Smith Company to be automatically categorized as Travel.
Quicken automatically categorizes "Joe Blow Company" as shopping. I want all instances of Joe Blow Company to be automatically categorized as Home Improvement.
Quicken automatically categorizes "John Smith Company" as Uncategorized. I want all instances of John Smith Company to be automatically categorized as Travel.
0
Answers
-
Does QMac not have a Find/Replace function?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
And, QWin definitely has a Find/Replace function ... it's on the EDIT menu.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
I guess I didn't phrase my question correctly. Yes, this is a Mac question. Latest version of Quicken Mac. I've had Quicken for a long time but only now daring to use it. I hope this time I am making more sense. Sorry to trouble you with this question.
When a charge from a payee appears for the first time in the register Quicken inserts what it thinks the charge was for. Let's say the payee is called Ace Supplies. Quicken inserts uncategorized for that particular transaction. I can change that from uncategorized to Auto Repair, for instance. However, the next time there is a purchase from Ace Supplies it again appears as uncategorized and I have to change it to Auto Repair. What I'd like to do is have every time a charge from Ace Supplies comes in that charge is listed as Auto Repair, not uncategorized.0
This discussion has been closed.