Rename Payee for transactions downloaded to new account (Quicken Classic Premier Desktop)

AFL95
AFL95 Quicken Windows 2017 Member ✭✭
in Registers & Transactions (Windows)

Hello,

I just created a new Quicken file for two accounts, and as a result, downloaded a bunch of transactions. A LOT of them weren't assigned categories. Many of the "Payees" included data that makes each transaction unique so I'm having to assign them to a category one at a time. "Memorized Transaction" looks at them as unique transactions so that tool doesn't work. "Renaming rules" only applies to transactions as they are downloaded.

With all that: is there a tool like "Renaming Rules" that would scan downloaded transactions with additional data that confuses these other tools, and assign them to a Category?

Please let me know what you can.

Thanks for your help!!

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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    To rename existing transactions use Find & Replace. From the register you can select Ctrl+H.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @AFL95,

    We haven't heard back from you in a while. Do you still need assistance?
    Were you able to give @Chris_QPW's suggestion a try?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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