Turning OFF the edit confirmation prompt??

klozaw

I often have to edit multiple transactions at once. I may change the payee name, the category and/ or some other aspect for all the selected transactions.

Every time Quicken prompts "You are about to update X transactions. Are you sure you want to continue?"

I can't find a preference check box to kill this. How do I turn off the prompt?

This is driving me nuts.

Thank you to the blessed soul who can deliver me from this pain.

UKR

I'm not sure if this is covered under the settings in Edit / Preferences / Notify but you may want to take a look at that and see if one of the settings control your specific prompt.

OTOH, why is it necessary for you to make multiple changes to multiple transactions?
Are you automatically accepting downloaded transactions into your registers, uncorrected, as downloaded?

klozaw

Yes I do. I find it easier than reviewing the downloads. Also, I download months at a time not weekly or a more frequent timeframe.

I've looked under notify and can't find anything that addresses the issue.

Example of what creates a problem: Payee initially downloaded as Company A then later that year the same company displays as "tst Company A" or some other variation(s). I want all the transactions from a given vendor to be entered under 1 vendor name.

If it helps the pop-up screen is entitled "Find and Replace"

If someone has a solution I'm all ears.

Thanks

UKR

Renaming Rules would really help with getting new transactions named properly.
I find that downloading with One Step Update daily or at least once a week and reviewing and accepting them one at a time makes it easier to deal with individual transactions and get them right to begin with. Future transactions of the same payee, e.g., naming your Tst Company A properly without the Tst prefix, is a one-time setup and then all future transactions will have the corrected payee name. Over time you'll have reviewed and changed most of your regular payees and the download results will be better. Memorized Payee List entries using the corrected payee name and the desired category will help make even better register transactions, with less need for repeated mass-updating of existing register transactions.

Here's an example of a Renaming Rule I use frequently:

The downloaded payee name always contains the city name and some other text in addition to Burger King.
In your example, the downloaded "tst Company A" could be turned into "Company A" by defining a rule named "Company A" with "if payee contains company a" (upper/lower/mixed case doesn't matter)