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Assigning a category to ~2600 uncategorized transactions

Brian Thiessen

One of my categories with about 2600 transactions (across multiple years of history and about 15 accounts) has disappeared. Is there any way to move all uncategorized transactions into a new category? Thanks

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Accepted answers

Rocket J Squirrel

In Quicken-speak we "assign" categories to transactions, we don't "move" transactions to categories.

It will be easy if all the transactions will be assigned the same category, more difficult if they will have lots of different categories.

You can go to All Transactions and filter for Uncategorized. Select multiple transactions, right-click and Assign Category...
You can do Edit > Find/Replace to find transactions you specify, then you can categorize them.

All comments

mshiggins

Restoring a backup taken before the issue occurred is an easy solution.

Brian Thiessen

Thank you, I have considered that, but am still looking to see if a move if possible. Please let me know if you know how that can be done. Thanks

Rocket J Squirrel

In Quicken-speak we "assign" categories to transactions, we don't "move" transactions to categories.

It will be easy if all the transactions will be assigned the same category, more difficult if they will have lots of different categories.

You can go to All Transactions and filter for Uncategorized. Select multiple transactions, right-click and Assign Category...
You can do Edit > Find/Replace to find transactions you specify, then you can categorize them.

Brian Thiessen

This works, but you have to be real careful with the first method to NOT select split transactions that were created from a split in another account, as it will only change this side of the transaction. This breaks the transfer, which is not real apparent until you look at the other side of the transfer, or run a validate. The second method does not appear to break transfers, but also does not appear to be able to find uncategorized transactions. Thanks for all your help... much appreciated!