How to add a tag to multiple transactions

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rkmacdonald
rkmacdonald Member ✭✭
edited June 2023 in Registers & Transactions (Windows)
I have Quicken Deluxe on a Windows 10 PC.

How can I add a tag to multiple transactions?

For instance, how can I add tag 'A-5' to all occurrences of category 'interest income' without having to go to each individual transaction to add the tag?
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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If these are regular (non-Split) transactions in a banking account register, you can try to use Edit Menu / Find/Replace to find the desired transactions. Review the Find results, select the ones to change and then Replace Tag with A-5

    Be careful when making changes to a number of transactions at once. Undoing a bad change may be difficult. Therefore it's best to have or create a backup of your data file before you start making changes. If things go bad, you can restore your backup file and start over.

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