In Quicken 2017 For Mac
If you just want to change the name of a category, open Window Categories, find the category, double click it, and change the name in the resulting edit field. If you want to change the category for a bunch of transactions from one category to another: 1) Select the transactions you want to change (use the filters and/or search box to narrow down, then shift-click to select consecutive transactions or command-click to select non-consecutive ones). 2) Open menu File Get Info 3) Enter the new category in the Category field. 4) Click OK NOTE: unfortunately, the above does not work inside split transactions. If you need to change the category in a bunch of splits, you will have to employ something trickier such as: 1) a) change the category of all non-split transactions to something else b) then rename the category still contained within the splits c) then change the non-split transactions back to their original category d) this would only work if the category is not used in any splits you don't want to change 2) use a tool such as Keyboard Maestro to automate the repetitive keystrokes needed to change the category within splits one by one. For starters Sharon Moore isn't talking about changes to the Transfer field.
She is talking about the Category field. Which, according the Quicken can be bulk edited. The following example, taken from Quicken 2017 for Mac Help, doesn't work. Quicken gives you the flexibility to edit multiple transactions at a time. You can edit the payee, the category/subcategory, the tags and the memo.
This is called bulk editing. Let's consider bulk editing categories as an example. Consider a situation where you are using two categories, Car and Automobile.
Later you decide that you need only Automobile. In this situation, you need to edit all the transactions associated with the category Car and change to Automobile. This might be a huge task as there could be many such transactions. You can do a bulk edit of all these transactions and change the associated category to Automobile all at once. To bulk edit transactions:. First, ensure that the accounts you want to edit are not. On the Quicken sidebar, go to the All Transactions register.
Click in the Search field, then click search icon and select the option Category. Then type Car in the search field. All the transactions associated with the category Car are displayed. Select all these transactions. Go to File Get Info.
The Transactions Info window is displayed. In the Category field, enter the required category name. In this case, enter Automobile and click OK. All the selected transactions that were associated with the category Car are now associated with the category Automobile. Now, the category Car.
Similarly, you can do a bulk edit for other transaction attributes such as payee, memo and tags. NOTE: If you make a mistake or change your mind, just select undo (Edit Undo) after you make the change! So, is there a way to bulk edit the category from 'Transfer' to something like 'Transfer:nameofaccount'. It does work if doing it one transaction at a time. Yes, unfortunately, Quicken has again only partially implemented features. The help was probably written before they more recently implemented the feature where you can now enter transfers via the category field, and they simply have not updated the help to highlight that transfers are excluded.
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So either they need to correct the help section or fix the bulk edit. Either way, this still leaves a gap in the bulk edit feature that should be addressed, as it is possible to do so in QM2007, though with a little less refined control that QM2017 potentially offers.
Just keep in mind that this does NOT work on transactions with splits; they will be skipped.those can only be updated one at a time, manually. You can add your VOTE to.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version. While you are at it, you may want to add your VOTE to related IDEAS found on the. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter! (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.).
Quicken 2017 for Mac v4.3.0 Quicken 2017 for Mac v4.3.0 Full Crack makes managing your money easier than ever. Whether paying bills, upgrading from Windows, enjoying more reliable downloads, or getting expert product help, Quicken’s new and improved features will help you save time and get better control of your money. What’s New in Version 4.3.0:: Version 4.3.0: New.
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Added the ability to see transaction details by clicking and drilling down on custom report amounts. Added printing for 12-Month budgets. Re-enabled printing for 1-Month budgets.
Added the ability to set the currency for a budget. Axe to grind full movie download. Added a quick way to enter transfers by typing a bracket to display account names in the category field. This is a feature that was in both Quicken 2007 and Windows.
Brackets in category names will be converted to parentheses. Added a new File menu item that allows you to quickly find your file in the Finder. Added the ability to switch a file to a different Intuit ID.
Redesigned the Account Settings Bill Pay tab. Added the number 17 to the Quicken app icon to differentiate it from previous versions on the dock. Added a new Report a Problem feedback form under the Help menu to allow customers to easily send log files to our development team to help us fix issues faster.
Fixed. Fixed an issue where an account’s currency setting was being changed to US Dollars after syncing.
Fixed an issue where scheduled transactions in investment accounts weren’t showing up under the Bills view. Fixed an issue in the new custom reports where the difference values had the incorrect sign.
Fixed an issue in the new custom reports where the wrong currency symbol would appear. Fixed a long standing issue where securities from the same company couldn’t be manually entered because Quicken would get confused between the two. For example, selecting GOOGL would get changed to GOOG. Fixed another long standing issue where Quicken would double count cash balances in some brokerage accounts because cash was held or reported as a security. This occurred in a number of professionally managed accounts. Fixed an issue where the net worth amount appeared over the label after shrinking the sidebar.
Fixed an issue where the reconcile flag wasn’t being recorded on transfer to buy transactions imported from Quicken 2007. Fixed an issue where the payee filter didn’t work correctly in reports.
Added missing tool tips to all of the register icons including the pencils and envelopes. Fixed the investment day change value so that it resets at midnight. Fixed the #1 crashing bug that could occur when converting a Quicken 2007 file and quitting the app after selecting the mobile option. System Requirements:–.