Quicken Software Update The Category

The change will be applied to all the selected transactions Click OK to make the change.

There are so many features that it is easy to miss many of the things you can do.

To help you find new ways to use and improve your Quicken experience, weve assembled a number of tips.

The more you know, the better your Quicken experience will be.

If you are using Quicken for the Web or Quicken Mobile, it also syncs your transactions with those Quicken versions.

For the most effective search, select All Transactions from the Account Bar.

Use the search field on the right side of the screen to search for transactions.

Remember that the search will only review the columns that appear on your register.

Whatever page you were on when you closed Quicken will be the first page you see when you open Quicken the next time.

You can use that option to import past transactions into Quicken.

Users often want to have at least the current years transactions to start with.

You can find the list of FIs that support downloading transactions into Quicken on the support site.

To help with this, Quicken for Mac provides you with a way to collapse your account bar.

To collapse or expand the account bar, select the on the top of the account bar.

To expand the account bar, select on top of the account bar.

We have many keyboard shortcuts that can help you get straight to where you need to go.

Did you know that there are actually many columns to choose from To see a list of columns, right-click on any column heading to bring up the columns list.

Some popular columns you may want to consider adding are: Memo, Tags, Check, and and Type.

You can use the same feature to remove columns you dont needs to see.

If you choose to hide a column, the information in that column will not appear in your searches.

Youll see a list of options, including the option to find the payee or the category.

Select either of those and the register will list just the matching transactions.

Quicken Software Update The Category

For example, if you want to update the category for a given payee, you could first sort by Payee and then multi-select all the transactions with that payee name.

Tip: choose the Banking item in the account first to get transactions from multiple accounts).

Here you can edit the Payee, Category, Tag, Transfer account or Note.

Quicken Software For Mac Free