Edit Security Name in Multiple Transactions [Edited]
Sometimes, I need to change the security in a number of transactions at the same time. There is a facility to edit multiple transactions by selecting the transactions and pressing command-e.
In the Edit transactions box, the security name entered for the selected transactions is shown under "Payee:". The new security name can be entered by typing something in the the "Payee:" box and auto-complete will suggest names one of which can be selected. The change should then be saved by clicking on "OK". But, it is not. Changing the security name can only be done by manually typing the new name in the "Security/Payee" box for each transaction individually. Even then, sometimes, the change is not saved e.g. if the insertion point is not moved to another field.
Can the edit transaction function be changed so that security name can be changed for multiple transactions in one go ?
Quicken 7.3.2 in macOS 14.1.1, on Mac Studio Max 24c. Quicken for Mac user since 1997.
Comments
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Hello @Garry@,
Thank you for taking the time to reach out to the Community with your request.
I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).
Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.
Thank you!
-Quicken Anja
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Anja, many thanks.
The "Edit transactions" function is very useful. It would help if it was easier to edit security name in multiple transactions.
Cheers.
Quicken 7.3.2 in macOS 14.1.1, on Mac Studio Max 24c. Quicken for Mac user since 1997.
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