How Can I Have Old Entries Auto Categorize?

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Windows 11, Classic Deluxe Desktop. R56.9

There are many old transactions that downloaded that aren't categorized. Can I have, say "Fareway" all auto categorized to Groceries? How do I do that?

Best Answer

  • splasher
    splasher SuperUser ✭✭✭✭✭
    edited June 11 Answer ✓
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    You can select groups of transactions using the normal Windows selection methods of Click-scroll-Shift Click to select a range or CTRL+Click to to select multiple individual transactions. Once selected, right click on one of the selected (highlighted) transactions and pick Edit Transaction(s) from the menu. You can then apply an edit to all of the selected transactions.

    In your case, I'd sort the register by Payee (click on the Payee header) so that you could select your range of a given payee to change their category.

    Afterwards, click on the Date column header to resort by Date.

    As always, make a Quicken BACKUP (File menu) first in case something goes amiss. In fact, I'd do a backup every so often so that if disaster strikes, you don't have to redo all of the previous edits that turned out correctly.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

Answers

  • splasher
    splasher SuperUser ✭✭✭✭✭
    edited June 11 Answer ✓
    Options

    You can select groups of transactions using the normal Windows selection methods of Click-scroll-Shift Click to select a range or CTRL+Click to to select multiple individual transactions. Once selected, right click on one of the selected (highlighted) transactions and pick Edit Transaction(s) from the menu. You can then apply an edit to all of the selected transactions.

    In your case, I'd sort the register by Payee (click on the Payee header) so that you could select your range of a given payee to change their category.

    Afterwards, click on the Date column header to resort by Date.

    As always, make a Quicken BACKUP (File menu) first in case something goes amiss. In fact, I'd do a backup every so often so that if disaster strikes, you don't have to redo all of the previous edits that turned out correctly.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list