A way to add a category to all downloaded transactions? (Q Mac)
Hello - I would like to have Quicken automatically add a category to all downloaded transactions. Is this possible?
thanks!
Quicken Mac Version 7.10.1 (Build 710.55389.100)
Answers
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@jmccartan1000 Could you add some information about what you're wanting to accomplish? Are all your downloaded transactions coming into Quicken as Uncategorized currently? Are you saying you want one particular category added to all downloaded transactions? If so, why? Or are you saying you want Quicken to assign some category to all downloaded transactions, with the category depending on the Payee?
Quicken Mac Subscription • Quicken user since 19930 -
Thanks jacobs - I am interested in have Tags auto applied more so than Category. My goal is to tag all the downloaded transactions as Unplanned. I use scheduled transactions to plan for forward looking. Wanting to begin to track Planned and Unplanned spending. Hopefully that makes sense, if not let me know and I will try to explain in more detail. thanks
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I don't think there's any way to automatically add one specific tag to all downloaded transactions. But you can do it manually…
When you download, all the downloaded transactions will have blue dots or blue pencils indicating they have been downloaded. You could select them all — click on the fist then Shift-click on the last, or set the third filter to "Last Downloaded" — and then do Transactions > Edit Transaction. In the Transaction Information window, you could enter the "Unplanned" tag and press OK, and this would add the Unplanned Tag to all those transactions.
That said, I'm still a bit confused by your approach. When you have "Planned spending" are you referring in part to transactions which you enter as scheduled recurring transactions? Would you create those transactions using a "Planned" tag"? When one of these transactions occurs, it downloads and auto-matches to the scheduled transaction instance. But you wouldn't want this downloaded transaction to get the "Unplanned" tag would you? Or are you wanton to treat all transactions as "Unplanned" initially and then manually edit some of them to remove "Unplanned" tag and add a "Planned" tag? That sounds like a lot of manual editing work.
Quicken Mac Subscription • Quicken user since 19930