Hi,
I'm using Quicken 2007 and wonder how I can achieve the following.
I've downloaded a whole bunch of transactions from my bank. Basically all that's there is the company, amount and balance, that's it.
How can I select a bunch of transactions and assign a category for them, in batch, instead of one by one? Then I'll be able to do reports much easier than the way things are now.
TIA
Ric
If you haven't "Accepted" the transactions yet, Accept one, Memorize it, make sure QuickFill is on; then when you accept the others, Quicken will give them the same category as the first.
If the transactions have already been Accepted into your Quicken register, use Find/Replace to find all the transactions for a given payee, then replace the blank category with the category of your choice. (And you still should probably Memorize one of those transactions so the next time you download for that payee, Quicken will categorize the transaction for you.)
Thanks John! I have accepted them so I'll have to use your second method.
Ric
John I just tried to memorize a transaction and see there will likely be problems.
A utility name adds its transaction number at the end of its name. Obviously each month this transaction number will be different.
Is there some way to get around this? Just memorize the name and not the number after it? If so, how would I do this?
TIA
You didn't say what year version of Quicken you are using. If you have Q2005, or later, you can use "Renaming Rules" to change the downloaded payee name to any name you choose ... then if you have a Memorized transaction for the renamed payee, Quicken will categorize the transaction for you.
Thanks John, I'm using Quicken 2007. I got it figured out now. Hopefully it will work OK the next download.
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