Category help

sheria
sheria Quicken Windows Subscription Member ✭✭
edited May 2023 in Download, Add/Update Accounts (Windows)

I have history dating back to 1992 and have not been consistent with assigning the correct categories. How can I do a mass update to correct the categories that need to be fixed? So far I've created a report showing all the payees and categories. Is there a simpler way of correcting these categories instead of going line by line through the report?

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Is the problem with just using the wrong category or having multiple variations of the same category?

    Like "fuel" vs "gas" as categories for your car.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • sheria
    sheria Quicken Windows Subscription Member ✭✭
    Thank you! The problem is that I have a Category called Household, and then several sub-categories such as Gifts, Lawn and Garden, Maintenance etc. It’s those sub categories that are in-accurate that I would like to update to the correct sub category. Appreciate the help.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you tried Edit / Find/Replace?
    Find all banking transactions with the old category, select the ones you wish to change, then replace with the new category name.

    Be sure to have or create a backup of your Quicken data file before you get started making changes. If you were to make a mistake and find it difficult to undo it, restoring from your backup may be the way out.

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