Hi all,
I've looked for the answer to this problem but can't seem to find it - any help would be greatly appreciated.
I've just started using Quicken 2005, and have imported about two years of checking account information that I'll need to sort out my '05 taxes. I'm using a combination of Direct Connect for recent transactions and imported files for older ones.
I understand how to set up categories, but here's what doesn't make sense to me: Suppose I come across a transaction from "Joe's Restaurant", and I assign it to the "Dining" category. Fine. But let's say I've eaten at Joe's 50 times in the last two years. Once I've established that "Joe's Restuarant" belongs to "dining", Quicken doesn't seem to be able to apply that category to all of the "Joe's Restaurant" instances automatically. It seems like I have to manually change all 50 instances. I see that it automatically make these assignments for transactions that are downloaded via Direct Connect, but I need to categorize about two years of back (imported, not downloaded) data as well.
Is there something I'm missing here, or can Quicken not apply "restaurant" automatically to all the other instances of "Joe's Restaurant" once I assign the first one?
Happy New Year and thanks for any advice or guidance!
PQ