How can I batch-change from a category to a new subcategory within that category

kleeberg

On the Mac version of quicken, how can I batch-change from a category to a new subcategory within that category. For example I have "Auto:service" and I want to move the majority of the transactions to "Auto:service:subaru" where Subaru is the new subcategory for multiple transactions.

Paul

Jon

I'm not sure if this is absolutely necessary, but I would first create the new subcategory in the Categories window.

Next, select the transactions you want to recategorize. If the transactions are spread across multiple accounts use the All Transactions register. Search for "Auto:service" to make it easier to find them.

Then right click on one of the selected transactions and choose Edit Transaction (or press Command-E). In the edit window, enter the new category in the Category field and make sure the box next to it is checked, then press the OK button. The category will be updated on all the selected transactions.

This doesn't work for split transactions - you'll need to change the category of those one at a time.

jacobs

What @Jon said. 😀

But since you said the majority of transactions in your existing category are involved, here's another approach which may or may not be faster, depending how many transactions there are…

• In the Categories window, change Auto:Service to Auto:Subaru
• Create a new sub-category of Auto called Service
• Move the Subrar sub-category under the Service Subcateogry, so it will now be Auto:Service:Subaru
• For the minority of transactions which should not be in the Subra sub-category, edit them to Auto:Service