Transaction register clean up
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jim104077
Member ✭
Every time I update from banking I have to dig line by line to find uncategorized transactions and put them in a category. Often it is the same payee with multiple transactions through out the register.
Is there anyway to search and add all transactions to a category in the register for the same payee at one time? I've tried getting quicken to memorize them, but that seems to be hit and miss. I've tried searching the community for help on this but can't seem to use the magic words to locate any help.
Is there anyway to search and add all transactions to a category in the register for the same payee at one time? I've tried getting quicken to memorize them, but that seems to be hit and miss. I've tried searching the community for help on this but can't seem to use the magic words to locate any help.
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Comments
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Hello @jim104077,
Thank you for contacting the Quicken Community, though I do apologize for the frustration that you have experienced.
There are a couple different routes you can go in regards to having your future downloaded transactions automatically categorized. This would be by using Renaming Rules or by Using your Memorized Payee List. With the Memorized Payee List, you would have to click on one of the items and then navigate to Edit where you would be able to customize the category. Below are quite a few links regarding both of these routes:
https://www.quicken.com/support/how-create-and-edit-renaming-rules
https://community.quicken.com/discussion/7885928/creating-renaming-rules-the-easy-way
https://community.quicken.com/discussion/7909857/is-there-a-way-to-run-renaming-rules-on-past-transactions
https://www.quicken.com/support/how-use-memorized-payee-list-quicken-windows
https://help.quicken.com/m/mobile.action#page/3216341
I hope you find these to be of use!
-Quicken Jasmine
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There are a few ways to search and add all transactions to a category in the register for the same payee at one time. For example, you may sort the register by payee to group the payee's transactions together (left-click on Payee on the column title), select the range of transactions with the payee (left-click the first transaction and Shift + left click the last transaction in the range), and edit the selected transactions (right-click and select Edit transaction(s), select Category in the Replace pull-down menu, the desired category in the With pull-down menu, Replace All, and Done).
Note: Before making ny significant changes to your Quicken file, always save a backup: press Ctrl + B0
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