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Using the Find/Replace Command
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The Find/Replace command works throughout Quicken, not just with the active account register or Write Checks window. To use it, choose Edit | Find & Replace | Find/Replace. The Find And Replace dialog appears. The top part of the dialog looks and works much like the Quicken Find dialog. You can turn on the Show Matches In Split check box at the bottom of the dialog if you want Quicken to find all matches, including those that appear in splits. Once you set up the search and click the Find All button, a list of matches appears in the bottom half of the dialog, as shown next. Click beside each found
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item you want to change to place a green check mark there. Then set options in the Replace and With boxes. Click Replace to replace all checked items with the replacement option you specified. Note that if you use this feature to rename payees as illustrated here, you may automatically set up renaming rules. I tell you about Quicken s Renaming Rules feature in 6.
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Using the Recategorize Command
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The Recategorize command works like the Find/Replace command, but it finds and replaces only categories. For example, suppose you were using the Misc category a little more often than you should, and you know that some transactions could be recategorized. You can use the Recategorize command to find transactions with the Misc category, and then change some or all of them to a more appropriate category. Choose Edit | Find & Replace | Recategorize to display the Recategorize dialog. Start by using the Look In drop-down list to choose the type of transaction you want to find: Transactions (entered transactions), Memorized Payees, or Scheduled Transactions. Then choose a category from the Find Category dropdown list and click Find All. A list of matches appears in the Recategorize dialog, as shown here. Select the transactions for which you want to change the category,
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5 / Recording Bank and Credit Card Transactions
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choose a new category from the drop-down list at the bottom of the dialog, and click Recategorize to replace the categories for selected transactions all at once.
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Using the Find Payment or Deposit Field
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Quicken s Find Payment or Deposit field, which appears in the toolbar, makes it quick and easy to find transactions. Simply enter a search word or phrase in the field it can be all or part of a payee name, category, or even memo and click Find All. Quicken displays a Search Results window, like the one shown next:
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You can turn on the check box beside any transaction(s) you want to edit and click the Edit Transaction(s) button. The Find And Replace dialog (shown earlier) appears, with just those transactions listed. You can then use the replace options at the bottom of the dialog to modify the transactions.
Sorting Transactions
You might also find it helpful to click a register s column heading or use the Sort options (under the View menu in the account register window s button bar) to change the sort order of transactions. For example, sorting by check number groups the transactions by the Num field, making it easy to find transactions by type. You can quickly move to a specific date or transaction number by dragging the scroll box on the scroll bar. The QuickScroll feature, shown here, displays the date of the transaction that will appear when you release the scroll box.
Quicken 2009 The Official Guide
Changing Transactions
Quicken enables you to change a transaction at any time even after it has been cleared. This makes it possible to correct errors in any transaction you have entered.
Making Simple Changes If all you want to do is change one of the fields in the
transaction such as the category, date, or number simply find the transaction in the appropriate account register, make changes as desired, and click the Enter button to record them.
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