Quicken for Mac 2018 - How do I bulk re-categorize transactions?

How do I bulk re-categorize transactions?  I just converted to 2018 for Mac after using Quicken for windows the past 20 years.

Comments

  • edited October 2018
    Multiple select>Right click>Enter category in Transaction Info box>OK
  • PloooploooPloooplooo Member
    edited November 2017
    That was't obvious to me.  Thank you!
  • J_MikeJ_Mike SuperUser
    edited February 2018

    Multiple select>Right click>Enter category in Transaction Info box>OK

    Note that this works for 'single line' transactions.
    QMac does not yet have the capability to bulk edit categories that are contained within split transactions.
    QWin & QMac (Deluxe) Subscription User
  • PloooploooPloooplooo Member
    edited November 2017

    Multiple select>Right click>Enter category in Transaction Info box>OK

    Thanks for the clarification - JM.
  • edited October 2018
    I really need to be able to re-catagorize bulk-items from one category to another.  Almost all of mine are single-line transactions (not split).

    I just transfered from Windows to MAC Quicken --- and Wow!  so much fewer features.  I need this recatagorization soonest.---manually , transaction by transaction will take forever and I need to get my taxes done!

    How so soon before this features will be available?   
  • J_MikeJ_Mike SuperUser
    edited February 2018

    I really need to be able to re-catagorize bulk-items from one category to another.  Almost all of mine are single-line transactions (not split).

    I just transfered from Windows to MAC Quicken --- and Wow!  so much fewer features.  I need this recatagorization soonest.---manually , transaction by transaction will take forever and I need to get my taxes done!

    How so soon before this features will be available?   

    See this video - Batch Change Transactions;

    https://www.youtube.com/watch?v=b6B_WUDszCc

    The video was written for QMac2015 but still applies for newer versions.

    As mentioned earlier - this works for all transactions without splits. There currently is no method to batch edit split transactions.
    QWin & QMac (Deluxe) Subscription User
  • edited February 2018

    I really need to be able to re-catagorize bulk-items from one category to another.  Almost all of mine are single-line transactions (not split).

    I just transfered from Windows to MAC Quicken --- and Wow!  so much fewer features.  I need this recatagorization soonest.---manually , transaction by transaction will take forever and I need to get my taxes done!

    How so soon before this features will be available?   

    WOW!  Thank you!!!!! I've been looking for this!!!
  • edited February 2018

    I really need to be able to re-catagorize bulk-items from one category to another.  Almost all of mine are single-line transactions (not split).

    I just transfered from Windows to MAC Quicken --- and Wow!  so much fewer features.  I need this recatagorization soonest.---manually , transaction by transaction will take forever and I need to get my taxes done!

    How so soon before this features will be available?   

    You've saved me hours of work!
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