Import tags or categories (Q Mac)

Member ✭✭
edited January 2024 in Download, Add/Update Accounts (Mac)

Quicken does not separate credit card transaction by authorized card holders but I would like to tag charges made by my kids on an additional card connected to the same capitalone credit card- I'm looking for a way to bulk upload category changes or add tags via import to transactions already in quicken.

Is there a way to modify category or tags by bulk upload/import. For instance can I downlaod a bunch of transactions and then re-upload them with new tags or categories.

Also any way to download transaction id so I can look for duplicates

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Answers

  • Quicken Mac Subscription SuperUser, Mac Beta Beta

    For transactions already in Quicken, it's easy to change categories or tags. Select the transactions you want to edit, and go to Transactions > Edit Transaction. You can change the category on the selected transactions; for tags, you can either change any existing tags or add to existing tags.

    Quicken Mac Subscription • Quicken user since 1993
  • Member ✭✭

    Thanks thats helpful but it seems as though Capital One does not show anything in Statement Memo or statement payee

    I didn't see these fields populated on my Amex either, but then I noticed on Amex the card number is populated in financial institution notes . How can I search by that so I can add tags or bulk change category ?

    Would especially like to figure out how to do this on Capital One Venture

    Screenshot 2023-12-15 at 2.18.22 PM.png
  • Member ✭✭

    Got it thanks - now I need to find out how to get something similar for Capital One Credit Cards - or find out who to contact to ask them to include that info in the file to quicken in the future

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