I recently discovered that I have over 300 transactions in some of my credit card registers that have "Debit" listed in the reference column.
Does anyone know a way to delete the word "Debit" from all those transactions without having to do it one transaction at a time?
I discovered this issue quite by accident while viewing a transaction report since I have chosen not to display the reference column in my credit card registers (since it's useless there). I think the problem may have occurred due to my using the feature where once you start typing a particular payee, Quicken offers to autofill the fields from the memorized transaction list. Very handy except that some of my payees were recorded and memorized when I entered them as debit transactions in my checking account so the reference field was populated with the word "Debit". Now when I enter that same payee in a credit card account, I assume that the reference field is populated in the same fashion without my knowledge since that column is not visible.
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Several comments in your post do not make much sense.
Starting with the fact that your "problem" has existed for a long time without you knowing about it. Why is it a problem simply because you now know that some credit card transactions have "Debit" in their Reference# field? Just a rhetorical question, no answer needed.
Also, while the credit card Reference# column rarely gets any data in it, naturally; conceptually (few users enter date in that field, and few financial institutions download data for that field), it is not "useless". All my real-world credit card account transactions have a Reference Number (shown in my credit card statements); just because such a number seems useless to you, does not mean it is useless to everyone.
Yes, a Quicken Memorized transaction treats all uses of it the same regardless of which account you have open when your transaction utilizes the memorized transaction.
So if you memorized a transaction with "Debit" in the Check# field of a checking, or savings, account; then let Quicken use that memorized transaction to fill in a transaction entered in a credit card account ... the credit card account transaction will get the same value in the Reference# field as the original transaction had in its Check# field. [If you don't want the Check# field to be carried over to subsequent transactions that use QuickFill; delete the existing memorized transaction and memorize another transaction just like it, but which has a blank in the Check#/Reference# field.]
Also: while the Quicken credit card Reference# field is not visible by default; you can easily make it visible. Click the small gear-wheel icon directly above the vertical scroll bar in the credit card account. In the resulting list of available register columns, select Reference #.
To modify multiple non-investment account transactions in their account register:
- Select the transactions to modify as you would select multiple files in Windows Explorer (sorting the register transactions on the field of interest, by clicking on the column header, may help in the selection process)
- Right click a selected transaction
- Left click "Edit transaction(s)"
- Click the "Select All" button
- In the Replace dropdown, select Check#
- In the With dropdown (assuming you want to replace the contents of the Reference# with spaces), key one space
- Click the Replace All button