Batch editing transactions with filters

HowardSpindel
HowardSpindel Member ✭✭✭
in Investing (Windows)

I would like to be able to perform the following within a given investing account:

  1. Locate all transactions which have "Bought" as the Action.
  2. Further filter those transactions to only those which have "Reinvest" in the memo field.

I am able to perform the above with an investment report. Now the part I can't figure out:

3. Batch change all of the Actions to "Reinvest - Income Reinvested". I have tried this manually on a couple transactions and just changing the Action works as I want. But there are hundreds of them and I want to change them via a batch command.

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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    There isn’t a way to do this, and it would be quite difficult to implement it. There are a few security actions like changing from buy to reinvest that make sense but in general in most cases there isn’t a way to go from one security action to another.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'm wondering …
    Some brokerages, in the event of a "Dividend Reinvested" transaction download two separate transactions:

    • Cash received for Dividend Income
    • Shares bought for amount of Cash received

    If that were true in your account, making your requested transaction edits would create a difference in the account's cash balance.

    So, is your brokerage downloading two transactions?
    Or are they downloading incorrect transactions? In which case I'd speak with the brokerage …

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