how do I recategorize a transaction from a saved tax report?

MarshaMcCleskey

I prepared a tax summary report

When I reviewed it there are a bunch of line items that need to be moved to correct category prior to submitting the figures for the tax preparation

Boatnmaniac

Right click on the transaction in the report that you want to change and then click on Recategorize Transaction(s). You will get a popup where you can select the category you want to change it to.

If you have multiple transactions you want to make the same category change in:

• If the transactions are not in consecutive order you can select them all by clicking on one transaction and while holding down CTRL click on each of the other transactions.
• If the transactions are in consecutive order you can click on the top transaction and while holding down SHIFT click on the last transaction.
• These actions will shade all of the selected transactions.
• Right click anywhere on the shaded transactions and then click on Recategorize Transactions(s) to get that popup where you can select the new category you want for them.

Did this answer your question?

Boatnmaniac

Right click on the transaction in the report that you want to change and then click on Recategorize Transaction(s). You will get a popup where you can select the category you want to change it to.

If you have multiple transactions you want to make the same category change in:

• If the transactions are not in consecutive order you can select them all by clicking on one transaction and while holding down CTRL click on each of the other transactions.
• If the transactions are in consecutive order you can click on the top transaction and while holding down SHIFT click on the last transaction.
• These actions will shade all of the selected transactions.
• Right click anywhere on the shaded transactions and then click on Recategorize Transactions(s) to get that popup where you can select the new category you want for them.

Did this answer your question?

Boatnmaniac

@MarshaMcCleskey - Did what I posted answer your question?