Can I recategorize historical transactions based on a split for a memorized vendor?
Thank you for reaching out to the Community. Are you trying to adjust how they show up on a report, or asking if you're able to edit the original category/categories assigned to the transactions?
Make sure to sign up for the email digest to see a round up of your top posts.
I have a renters. I split their utilities based on a percentage.
I would like to change the categories for exisiting transactions which are already assigend. Instead of a single category, I would like to split them by percentage.
I have a memorized vendor for future splits.
Hello and thank you for the clarification,
You should be able to edit the existing transactions to reflect the split category.
Yes. That is what I am wondering. If I can select a large group of transactions and edit them with the memorized vendor information (ie split by percentage) and how I could do that without going into each transaction individually.
Thank you for providing more information.
Would you mind sharing a screenshot to show an example of the transactions that you are referring to? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.
I look forward to your response.
Make sure to sign up for the email digest to see a round-up of your top posts.