- How do I select multiple transactions in Quicken?
- How do I transfer transactions from one account to another in Quicken?
- How do I merge two Quicken files?
- How do I delete multiple downloaded transactions in Quicken?
- How do I memorize transactions in Quicken?
- How do I manage categories in Quicken?
- How do I export transactions from Quicken?
- How do I change the category on multiple transactions in Quicken?
- How do I categorize transactions in Quicken?
How do I select multiple transactions in Quicken?
Click on the 1st, hold down the CTRL key and click on subsequent entries.
When done selecting, RIGHT click on any one of them and click either DELETE or CUT (I’ve never figured out what’s the difference between those options)..
How do I transfer transactions from one account to another in Quicken?
Open Quicken.Click on the account from the account bar through which you want to move the transactions. … Press and hold the Ctrl key and select the transactions that you want to move into another account.Once transactions selected make right click from the mouse and choose Copy transaction(s)More items…•
How do I merge two Quicken files?
How to ‘merge’ two Quicken files? Backup both of your data files ( File 1 and File 2 ) Make sure both your files have IDENTICAL Category lists. … If you wish to retain your Memorized transactions after the merge, visually scan the Memorized Transaction list in each file for any you will *not* want after the merge … and delete them.More items…•
How do I delete multiple downloaded transactions in Quicken?
To delete multiple duplicate transactions Click the first duplicate transaction to highlight it. While holding the Ctrl key on your keyboard, click each of the duplicate transactions in the register. Once all the duplicate transactions are selected, right-click on any one of them and select Delete.
How do I memorize transactions in Quicken?
Creating new payees manually and automatically memorizing payeesClick on Tools on the top menu bar, then select Memorized Payee List.Click New Payee.In the Create Memorized Payee dialog, enter the payee information.Click OK.Repeat steps 2 through 4 for each memorized payee you want to add.
How do I manage categories in Quicken?
To move a subcategory to a different categoryChoose Tools menu > Category List.Right-click the category or subcategory you want to change.Choose Edit.In the Subcategory of list, select the name of the category to which you want to assign the selected subcategory.Click OK to save the change.
How do I export transactions from Quicken?
Export financial data to a QIF fileChoose File menu > File Export > QIF file.In the QIF File to Export to field, Quicken displays the preset path of the export file. … In the Quicken Account to Export from list, select the account from which to export transactions.More items…•
How do I change the category on multiple transactions in Quicken?
To change the category of several transactions (Recategorize)Choose Tools menu > Recategorize.Use the Find drop-down list to refine your search. ( Optional)
How do I categorize transactions in Quicken?
To assign a category to a transactionOpen the account you want to use.In the register, click the Category field of the transaction you want to categorize.Enter a category name or click the dropdown arrow to select the category you want to use from a list. … Click Save to record the transaction.