cc charges, wrong type, income

When I imported my credit card transactions, most of the charges were assigned a reasonable catagory but in the 'income' type. Is there any way to control the type parameter while inporting? Is there any way to make a bulk correction of the incorrect type information?

Reply to
Hugh N. Ross
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"Hugh N. Ross" wrote

Not exactly; but all you need to do is to have the correct category assigned ... when it's the "correct" category, it will be of the right "type".

Use "Memorized Payees" (transactions) and make sure QuickFill is turned on, then Quicken will assign the correct category when your downloaded payee matches a memorized payee. (And in Q2005 and newer, you can have Quicken "rename" downloaded" payees so their names will match your memorized payees.)

Edit > Find & Replace > Find/Replace

Find the wrong records, then replace their category with the correct category.

Reply to
John Pollard

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