For an existing register, how do I retrospectively apply a category to an existing class of Payments?
E.G. How do I apply the "bank charges" expense category to all "MyBank" entries in a cash flow register? I don't want to have to update each one separately.
Thanks in advance.
Assuming that "MyBank" is a payee, use Find/Replace.
Edit > Find & Replace > Find/Replace
Search for "payee", "MyBank", then "Mark" the transactions you want changed and tell Quicken to "replace" the "category" with "bank charges".
Excellent!
Thanks a mil.
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