How to edit the date of multiple transactions at the same time in Quicken - MAC

zeh
zeh Member

It's very common I need to copy many transactions that occur monthly in the same date of the month. So I duplicate all of them at once, but need to edit each one for the correct date (next month the same work …)

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta

    The limited batch edit available in QMac does not allow changing the date of a batch of transactions at once.

    My suggestion would be to set these transactions up as Scheduled Transactions. Then you just need to mark them as paid each month. To set up as a Schedule Transaction, right click on each one and choose Schedule Selected Transaction from the popup menu.

    Once you have the transactions scheduled, you can select a group of them and mark them all as paid by right clicking on one of the group of selected transactions.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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