assign a category to multiple transactions


S

scott

is there an easy way to assign a category to a group of transactions, for
example, say I have hundreds of transactions, I sort them by name, and I want
to highligh 5 or 10 at a time, and assign a category to that block.

Also, if I could mark reconciled that same block, that would be great.
 
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C

Cal Learner-- MVP

is there an easy way to assign a category to a group of transactions, for
example, say I have hundreds of transactions, I sort them by name, and I want
to highligh 5 or 10 at a time, and assign a category to that block.
I would make an extra copy of your file in case you do not like the
result. Then go to Tools->FindAndReplace and choose the Advanced
Search. After you do the Find portion, it will present a Replace
portion. There you can make changes to the Payee or Category, etc
for selected transactions.
 

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