Is it possible to filter and view only uncategorized transactions?

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paulheth
paulheth Member ✭✭
edited October 2023 in Using Quicken on the Web

I don't see this filter, but can't imagine it has been overlooked!?

Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
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    I don't know about using the web app but what I would do is open Quicken on your Desktop and go to the All Transactions at the top of the Account Bar. Then click on the Category heading to sort by Category. All the uncatergorized transactions should be listed together at the bottom or top.

    I'm staying on Quicken 2013 Premier for Windows.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    In the Windows Desktop application, you can click on the Spending tab and set the date range to This year or whatever is appropriate. It will show a button if there are any uncategorized transactions. Click on that to categorize them.

    QWin Premier subscription
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