Is there a way to bulk edit Transfers? (Q Mac)

Quicken Mac Subscription Member ✭✭
edited March 2022 in Download, Add/Update Accounts (Mac)
I need to edit hundreds of transactions in my checking account that are payments to a credit card account.

When I do this transaction by transaction, Quicken tells me that it has found a matching transaction and asks me if I want to match it. I click yes. Problem solved.

Is there a way to do this in bulk? I can select all transactions and edit the Transfer field in the Transaction Info box, but nothing happens.

I have hundreds of these transactions to edit. Please help!

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Answers

  • Quicken Mac 2017 Mac Beta Beta
    Hi maldini,

    Have you tried using Automator? You have it on your Mac and it sounds like it should do what you want. 

    Regards,
    ..michael..
  • Quicken Mac 2017 Member ✭✭
    I just recently tried this for the first time myself. As you say, it flags the potential match and asks for your approval when you do it one at a time. You CAN do it in bulk, though, and it will match things where available. It just doesn't ask for your approval.
  • Quicken Mac 2017 Member ✭✭
    > @darrenoia said:
    > I just recently tried this for the first time myself. As you say, it flags the potential match and asks for your approval when you do it one at a time. You CAN do it in bulk, though, and it will match things where available. It just doesn't ask for your approval.

    Correction: what it seems to do is add a NEW entry to the selected account for that amount, without matching the two entries. Which is not helpful.
  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    darrenoia said:
    What it seems to do is add a NEW entry to the selected account for that amount, without matching the two entries. Which is not helpful.
    Can you transaction on the new transaction (or visa versa) and have Quicken merge them? That would still require a bit of manual work to merge all your duplicates transactions, but a quick drag for each pair is certainly faster than editing each transaction manually. 
    Quicken Mac Subscription • Quicken user since 1993
  • Quicken Mac Subscription Member
    I have the same problem. Is there really no solution? Editing every single transfer one at a time to match them is very time-consuming.
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