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How to mass bulk update, (find replace and edit) split transactions

NathanNathan

I found a way to mass bulk update and edit split transactions using the Global Search (in the upper right toolbar). Sorry if this is already known, but searching the forums only showed posts saying it wasn't possible. Here is how you can do it in the latest subscription versions on Windows:

Use the Global search in the upper right to filter to a unique string.
1. It will open a new Search Results window
2. Notice how it shows "Split #" in the Payee column. This is isolating the spcific split where there was a match.
Filter your results further by sorting and using range select to select/deselect your target transactions.
Click "Edit Transaction" button in the lower right.
1. It will open a new window again. This time Find and Replace
2. Whats different here is it still has each split line isolated
3. You can filter the range further here if necessary
Now you can replace as if these were individual transactions.

Enjoy!

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Add/Edit Transactions

split transactions

Comments

Quicken Jasmine

Hello @NathanNathan,

Thank you for coming to share this information with other users!

Chris_QPW

Thanks, I tried this, and it worked.

I decided to play with Find and Replace for this kind thing and here is what I see.

Say I have a split like this:

The search for Auto:Test1 results in this.

And then I ask for it to change the Category to Auto:Service and get this:

This is just a warning, because it can't change the first "main" category. If I had just selected only the split this would haven't have given this warning.

Note this is the result even after that warning:

So, Quicken isn't saying that it can't change splits. Its saying that it can't change the category in the "main transaction".

Your method does get rid of selecting the main transaction and as such avoids this warning, but other than the warning, from what I can see Quicken does change the split lines.

NathanNathan

Thanks for the clarification and added detail. I do like your approach of going to the Find and Replace directly.

There are some old posts, help files, and feature requests that suggests this isn't possible. I'm glad it's no longer an issue and hope that others see how this is done before giving up (like I almost did!)

splasher

@NathanNathan

Bravo, great discovery and thanks for sharing it with concise directions.