Change Category for multiple Transactions

asgold
asgold Member ✭✭
edited September 2024 in Reports (Windows)

When reviewing a report I noticed a number of transactions with the wrong Category. I used to be able to hi-light (select) multiple transactions within the report, right click the mouse and receive the option to make a category change for all the transactions selected. The Help Desk said I can only change the transactions one-at-a-time at the transaction level, not on the report. There must be a better way. Can anyone help?

I am using Quicken Classic Premier software.

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That capability is in some reports, but not all. It tends not to be in investment reports. What report are you trying to work from?

  • asgold
    asgold Member ✭✭

    It's not any special (Investment) report. I created an All Categories report in order to keep similar transactions together. The function I described in my message I've been using for years.

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