"Recategorize transaction(s)" from within report unpredictable

EmKay
EmKay Quicken Windows Subscription Member ✭✭✭✭
edited March 2025 in Reports (Windows)

I have a report that shows my uncategorized transactions. I just ran it, and selected a couple of transactions, across accounts, and successfully recategorized them.

Then I refreshed it, selected a few more transactions across accounts (all savings or CD accounts) - and "Recategorize…" is grayed out.

Why is it sometimes, but not always, available?

Quicken Classic Premier (Windows) R65.29 Build 27.1.65.29

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    If the selected transactions include a split transaction, it won't let you recategorize the selected transactions. The same is true if any of the transactions are from investment accounts.

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