Finding and Editing Transactions in Quicken for Mac

Product Version
Mac 2016
Mac 2017

Overview

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.

Instructions

To edit categories, payees or tags on multiple transactions:

  1. Select the account in the sidebar or select All Transactions to include all accounts.
  2. In the upper right corner, click in the Search All Visible Columns field.
  3. Type in your search item. You can also click the search icon to filter your search by Column.

Finding and Editing Transactions in Quicken for Mac

  1. Select one transaction then press Command + A to select all the transactions.
  2. Click the Edit button under the register.

Finding and Editing Transactions in Quicken for Mac

  1. After making the desired edits, click OK.
  2. When finished, clear the Search field to view the full register again.
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