Filling in category for imported payees

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Just started and looking at my expense list on my business credit card. I need to assign a category to certain vendors (i.e., telephone, shipping costs, etc.) - I can do that and memorize the Payee, but how do I have Quicken go back and fill in that category for all other previously imported transactions for that vendor? Or do I have to manually edit each transaction's category?

Best Answer

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
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    There's a few different ways of doing that. If you're only talking about a handful of transactions you could go to the credit card Account, enter the Payee's name in the search box (upper left hand of the register) and then work through the transactions to change the Category.

    If you have lots of those transactions then click on Edit > Find/Replace to set the Category to all instances of that Payee:

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    There's a few different ways of doing that. If you're only talking about a handful of transactions you could go to the credit card Account, enter the Payee's name in the search box (upper left hand of the register) and then work through the transactions to change the Category.

    If you have lots of those transactions then click on Edit > Find/Replace to set the Category to all instances of that Payee:

  • birdsafe
    birdsafe Member ✭✭
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    Thanks Tom! That is what I was looking for.

    Joe

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