Quicken Data Cleanup

JoelC
JoelC Quicken Canada Subscription Member ✭✭✭✭

I have spent a fair amount of time improving and optimizing my setup of Quicken, largely through the configuration and setup of the Business component.

I am now turning my attention to cleaning up the Quicken database (i.e., standardizing categories, memo entries, payee naming conventions, etc.).

The clean up process involves running reports, identifying items to cleanup, sometimes manually cleaning things up, sometimes using the search / replace capabilities, etc. The cleanup process is very monotonous and time consuming.

Wondering whether:

i) there is a better way to clean up the database; and

ii) there are any tools to cleanup teh database?

Thanks in advance.

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