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Change Payee Name within custom date.
Bob Osgood
Member ✭
Isolate payee by date, change all payee names to selected group.
Acct: Credit Card. Dates: 10/5/07-9/24/20. Group count: 187. Incorrect payee name: Calais, correct name: Mustang.
With account (Union 76) highlighted, custom dates (as mentioned above) I only want to change the portion (187) entries. Quicken offers to change 966 entires (every entry, including this selected group and everything else). This is my problem, I don't want them all changed, just the group I've isolated by date in the account.
Acct: Credit Card. Dates: 10/5/07-9/24/20. Group count: 187. Incorrect payee name: Calais, correct name: Mustang.
With account (Union 76) highlighted, custom dates (as mentioned above) I only want to change the portion (187) entries. Quicken offers to change 966 entires (every entry, including this selected group and everything else). This is my problem, I don't want them all changed, just the group I've isolated by date in the account.
0
Best Answers
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RickO
SuperUser, Mac Beta Beta
It sounds like you're trying to change the payee name using the "also rename" popup that comes up when you start to change the payee name, correct? As you've seen, that won't work. Here's how to accomplish what you're after:
- Filter the register by date as you've described above
- Click the magnifying glass, choose Payee, and enter "Calais".
- Select all transactions (menu Edit > Select All). You should now have 187 transactions selected; confirm in the upper right corner of the register ("X selected").
- Open the Transaction Info window (menu File > Get Info)
- Replace "Calais" with "Mustang" in the Payee field
- Click OK
Quicken Mac Subscription; Quicken Mac user since the early 90s5 -
Bob Osgood
Member ✭
Rick, it WORKED! Thank you so much, you've just saved me a great deal of time.
I have a need to do this from time to time while combing through and cleaning up registers. Your solution will be saved and referred to in the future as well.1
This discussion has been closed.
Answers
- Filter the register by date as you've described above
- Click the magnifying glass, choose Payee, and enter "Calais".
- Select all transactions (menu Edit > Select All). You should now have 187 transactions selected; confirm in the upper right corner of the register ("X selected").
- Open the Transaction Info window (menu File > Get Info)
- Replace "Calais" with "Mustang" in the Payee field
- Click OK
The payee names of those 187 selected transactions (and only those transactions) will now be changed.I have a need to do this from time to time while combing through and cleaning up registers. Your solution will be saved and referred to in the future as well.