"Find" results do not automatically refresh when transaction is changed

"Kobac" wrote

Maybe I'm not fully understanding you, but I don't think Find ever worked as you describe.

I'm assuming you did a Find > Find All, if you saw multiple transactions in the Find ("Search results") window. I've never before tried double-clicking one of the found transactions to modify it, but I just did that in Q2008 Premier R9 and Q2010 RPM R10, modified the transaction, and noted that the Search Results window did not change.

Thanks, John, always good to hear from you.

Yes, I performed a "Find All". I wanted to check how I categorized a certain payee in the past and wanted to change the assigned category if I found any inconsistencies over time.

I must have confused it with regular reports, where if you double-click on a transaction and then modify it, the changes are automatically reflected in the report. So if I run a report showing only the category "Mags & Books" and change any of those transactions to another category, those changed transactions will then no longer appear in the report. All that tells you, though, is that that transaction no longer is assigned to the category "Mags & Books"; it does not let you see what the post-change assigned category is.

It would be nice if the "Find" results would work the same way (automatic refresh) since then you could see that the changes were done correctly (the changed transactions would still appear and you could verify that the category change was properly done).

I could run an Itemized Payee report and select a specific payee to report on to achieve the same result as a "Find All", but it's so easy to hit CTRL-F and do a "Find All". Unfortunately, it does not give the same functionality as the report does.

Even after all the years I've used Quicken, little things like this come up to surprise me!

You can use the Banking > Transaction report to recategorize multiple non-split transactions at one time (You can do this in the Itemized Payee report as well).

Select transactions in the report as you would select multiple files in Windows Explorer. Click the Edit button (in the report, not the Quicken menu), and select "Recategorize Transaction(s)". The report will refresh when the modification is complete, and you can verify your changes (assuming your changes didn't disqualify any of the modified transactions). It is a bit slow though. Also good for retagging transactions, modifying the memo field in multiple transactions ... and deleting transactions.

I normally use "find and replace"

If you use "find" you need to single click all entries that you want to change and then go to "edit" and once again select those entries you want to change .

Find and replace will by pass the first screen. and take you directly to the "Find and Replace" screen. when you are on the find and replace screen, it updates immediately on the screen. I have used it to change multiple fields prior to returning and it does show on the screen.

I think in the past you used "find and replace" and this time you used "find".

Art

That's very possible (confusing "Find" with "Find and Replace").

This time I knew I had only a few transactions to change so I just hit CTRL-F. It surprised me that I was not seeing the changes on the screen after I did the changes so that's why I posted.

After I saw that the screen had not changed, I was looking for any way to refresh it to reflect the changes. I could see no way to do that.

I am assuming that what you were seeing was the original find that had not been updated. CTRL-H is the short cut to Find and Replace, but I admit that I do not remember it.

Yes, it was "the original find that had not been updated".

That's the problem - it does not auto-refresh nor can you manually do a refresh. You could close out of the "Find" window and rerun it, but that's too cumbersome to be practical.

I guess the moral is, if you want to change some transactions AND see the change reflected on-screen, use a report or "Find and Replace" instead of "Find".