Multi-level TAG selection in FIND/REPLACE?

Possibly. First:

Are the transactions in question in one Quicken account, or multiple accounts?

Are any of the transactions in question in an investment account?

Are any of the transactions in question split transactions.

Hi John.

Mostly in one main checking account, I probably could deal with the others manually.

Don't think so, but if they have tags, again I could deal with these roque ones manually I would suspect.

This is probably true, but hopefully not to a great degree. I can see myself having splits in transactions to Lowes or Home Depot that I mark partially home related, for example.

I have over 1,000 of these transactions.

My Plan "B" is to leave things alone, and just remember prior to move day that TAGed blanks are 'old house' and after would be 'new house'.

With the exception of transactions in investment accounts, the process should be relatively straight forward (assuming I fully understand the issue).

I would use the All Transactions pseudo-register to make it possible to find and change as many transactions as possible in one process.

Use CTRL-f Find All to find all the transactions that contain "HOUSEHOLD" in the Category field.

The height and width of the resulting "Search Results" dialog box can be changed. and columns shrunk/expanded, where desired to get a more accurate picture of the transactions found.

You can sort the results by most, if not all, the Found fields; I suspect sorting on Tag would make the process easiest.

You can then use the Select column to select the transactions to be modified (noting that the top-level Split transactions will have "--Split--" in the Category column - you can, and should, ignore those rows). [Holding down the SHIFT key while clicking the first and last of a group of rows works like selecting multiple files in Windows Explorer.]

The actual split lines will be displayed in blue with the text "SPLIT" followed by the split line number. Those can be selected where appropriate. Naturally, the non-split transactions can also be selected.

When you have Selected all the transactions you want to modify, click the Edit Transactions button in the lower-right.

At the foot of the resulting Find and Replace dialog is a "Replace" dropdown and a "With" dropdown. Choose "Tag" in the Replace dropdown, and choose your desired new Tag value from the With dropdown (if you wanted to replace a non-blank Tag with a blank Tag, you would just key a Space in the With field.

Then click the Replace All button.

I should have added: backup first.

Really? :-)