How to Categorize multiple transactions at once (QMac) [Edited]

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robertkenzie
robertkenzie Member ✭✭

I've just gotten back from a trip with lots of charges to categorize. I was sure there would be a way to highlight a block of charges, and update them all to the same category. I would be a big time saver. But I cant find anything like that in help.

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  • robertkenzie
    robertkenzie Member ✭✭
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    Nevermind - i found it - it was just a little obscure.. :)

  • JEThom
    JEThom Member ✭✭
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    I Have the same issue. I have not found the solution.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    @JEThom The solution is to select the transactions you want to set to a particular category, and then select Transactions > Edit Transaction. The Transaction Info window will open, and you can select the category you want. When you press OK, all the highlighted transactions will be changed.

    (To select multiple transactions, Quicken works like many Mac programs: to select contiguous transactions — all the transactions between two transactions in a list — click the first transaction you want and then Shift-click the last one, and all the transactions between the two will be selected. To select discontiguous transactions, press Command-click on each transaction you want to select.)

    Quicken Mac Subscription • Quicken user since 1993
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