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?
cc charges, wrong type, income
Jun 13, 2006
1 Replies
"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.
Join the Discussion
Have something to add? Share your thoughts — no account required.
Didn't find your answer?
Ask the community — no account required