Is there a way to do a mass change of a category for a specific payee

Chuck56
Chuck56 Quicken Windows Subscription Member ✭✭✭

I want to change the category for a certain payee. Instead of changing each transaction one by one, can I somehow do a mass category change?

Best Answer

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 10 Answer ✓

    EDIT. Find/Replace can change "single category" transactions.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 10 Answer ✓

    EDIT. Find/Replace can change "single category" transactions.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chuck56
    Chuck56 Quicken Windows Subscription Member ✭✭✭

    Thanks! I figured there was an easy way. I appreciate it.

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    Just a note of caution - before doing any mass edit activity, it’s a good idea to make a backup. That way you have a restore point in case the results of the editing are not what you expected.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Chuck56
    Chuck56 Quicken Windows Subscription Member ✭✭✭

    Thanks, I will do that