How To Do A Mass Change In Quicken

Simply out of curiosity ... why would you have to mass-edit the date of many transactions? And what dates do you take? What new date practice you lot want to update to?

Compensating for a set up of transactions that are missing from sync by duplicating an about identical prepare from the previous month.

For what it is worth, you can't do this in Quicken Windows either. I have seen such a request a couple times over all the years. Given the rarity of the request, I'k guessing that is one reason it isn't available.

Compensating for a set of transactions that are missing from sync by duplicating an almost identical set from the previous month.

With the absence of bulk editing dates, I'd note that unless you lot take a very large number of transactions, you can alter the dates individually pretty rapidly from the keyboard.

Click the commencement duplicated transaction
Press Return (to open it for editing)
Press ] or up pointer (to increase date 1 month)
Printing Return (to save the transaction)
Click on the next transaction
Repeat

I just tried this with 10 transactions, and after I got the rhythm of it later the get-go couple, I could do a transaction every 2 seconds, or xx seconds overall. Obviously this isn't as practical if y'all take 100 transactions, but if you have a pocket-size or moderate number, it doesn't take as well long.

I'd also mention that if this is a recurring trouble with missed transactions (which probably shouldn't be the example), you lot might want to set them upwards as scheduled transactions in Quicken. This way, when the transactions download, they should match the transactions in Quicken, and if they don't download, you already have them in that location from yous're manually-created scheduled transactions. This does require mark the transactions Paid each month to mail the scheduled transactions, and may require dragging some downloaded transactions and manual transactions together if Quicken doesn't machine-match them, then it may or may not bear witness faster. I just thought I'd mention information technology as another way to work around such an issue.

For what it is worth, you lot can't do this in Quicken Windows either. I accept seen such a request a couple times over all the years. Given the rarity of the asking, I'grand guessing that is ane reason information technology isn't bachelor.

That'due south bizarre... I can't imagine how this would be not-trivial to implement...

Compensating for a set of transactions that are missing from sync past duplicating an almost identical set from the previous month.

With the absence of bulk editing dates, I'd note that unless you have a very large number of transactions, you can change the dates individually pretty quickly from the keyboard.

Click the get-go duplicated transaction

Press Return (to open it for editing)

Press ] or up arrow (to increment date 1 month)

Printing Return (to save the transaction)

Click on the next transaction

Repeat

I just tried this with ten transactions, and after I got the rhythm of it afterward the first couple, I could do a transaction every 2 seconds, or 20 seconds overall. Patently this isn't every bit applied if you lot take 100 transactions, merely if you have a small or moderate number, information technology doesn't take too long.

I'd too mention that if this is a recurring problem with missed transactions (which probably shouldn't exist the example), y'all might want to set them upwards every bit scheduled transactions in Quicken. This mode, when the transactions download, they should lucifer the transactions in Quicken, and if they don't download, you already have them in that location from you're manually-created scheduled transactions. This does require mark the transactions Paid each month to post the scheduled transactions, and may crave dragging some downloaded transactions and transmission transactions together if Quicken doesn't automobile-match them, so it may or may not show faster. I just thought I'd mention it as another way to work around such an issue.

That's pretty much how I do it. I even have a KM macro for it as I'm non in the habit of waiting for commercial entities to solve my UX issues... But thought I'd ask before I post a potential dup feature request.

When I was running a version prior to subscription, I complained well-nigh the lack of existence able to edit the date of multiple transactions. I was told by Quicken if I upgraded to the subscription version. I did so, much fourth dimension has passed, and that functionality is notwithstanding missing. Editing the date of multiple transactions at once is the multi edit I need to do the well-nigh. Quicken failed on what information technology told me.

Since I cannot plain edit a post even seconds after posting, here is a correction:

>I was told by Quicken if I upgraded to the subscription version I would be able to do and so.

@bob2021 When you are make new to this forum, it limits what you lot can practice in club to thwart scammers (which had been a trouble in the past); after you've posted a number of times, you will exist able to edit, and eventually proceeds other tools like inserting inline images.

Unfortunately, front-line support people don't always know or provide correct information, and information technology sounds like you got some incorrect information. Either the support rep didn't sympathise what you were wanting to practice, or misunderstood the capabilities of Quicken Mac. As is noted in a higher place in this thread, that capability doesn't exist in the much older and more than mature Quicken Windows software.

it might be helpful for you to describe how you use Quicken such that this functionality is needed for your work. For instance, if you're duplicating a bunch of transactions every calendar month, I'd guess the programmers felt people would use scheduled transactions for that -- so it could be helpful to describe why that isn;'t a viable solution for y'all.

I have an breezy bi monthly 'budget', and from the electric current date to the side by side pay period, I maintain my (mainly checking account) transactions so that I accept a $1 as of the last twenty-four hours of the budget cycle (I take a small contingency payment transaction and then that if I make a small amount mistake, my checking account won't be overdrawn). Transactions in that flow are: ones I've actually made (i.east., a nib paid, a eolith made—whether 'posted' or not), and 'not paid' transactions (which I flagged with "NP" in the Memo/Notes field). Unpaid transactions include things like a 'spending' transactions, which is money I have left for discretionary spending, future (manually-paid) transactions (like getting a haircut), and and other transactions like a (not due) credit carte du jour payment that I might or might want to make (and which I might change the amount of) in the period.

Once more, these transactions allow me to maintain a budget, yet withal accept flexibility in changing the engagement and/or amounts of the 'discretionary' transactions. I don't see the Budget characteristic in Quicken playing a role in this demand (although I exercise accept a Upkeep for keeping an heart on spending, currently, and historically).

I 'move frontward' whatever such transactions that (now) have a date of yesterday, to today (or perhaps to a later appointment), each twenty-four hour period that I am working in Quicken. Having to change each such transactions dates individually, every twenty-four hours (or nearly and then), is a big fourth dimension waster. (Perhaps a feature where 1 could set desired transactions to 'car forward' to the electric current date (like some calendars have) would exist useful, but that's another matter.)

My system works *extremely* well for my needs, brusque of the ability to multi-edit the date.

There should be no reason for *non* to exist able to multi-edit the engagement. If the UX designers know for sure that this would be a very lightly used feature, a Quicken preference to make the date visible or non in the multi edit dialog would resolve whatever concerns nearly making the interface unnecessarily busy. Only I know there are others who have the same need.

thanks

@bob2021 ,
thank you very much for explaining your needs.

If I understand you correctly, you accept a bunch of transactions in your register dated today, yesterday or other nearby dates which, every time you work with Quicken, you need to "push button ahead of you" (like a snowplow pushing an ever increasing amount of snowfall) to modify their date into the hereafter, until you finally need (or delete) them.
Wouldn't it be better if all these transactions were dated towards the end of your pay period? You wouldn't have to repeatedly edit the transactions to push button them ahead of you. If you need one of those transactions, just edit it to today's date, save it and you're washed.

BTW, are y'all using Scheduled Reminder Transactions for everything which recurs on a regular basis, like monthly credit carte du jour or utility payments, weekly trips to the java shop, etc.? Those, later having been used for ane payment instance, regenerate themselves to appear for the side by side instance. You lot use, skip or edit these as needed.

> @UKR said:
> @bob2021 ,
=> If I understand yous correctly, y'all have a bunch of transactions in your register dated today, yesterday or other nearby dates which, every time you work with Quicken, you need to "button ahead of y'all" (like a snowplow pushing an ever increasing amount of snow) to modify their date into the future, until you finally need (or delete) them.

Yes.

> Wouldn't information technology be better if all these transactions were dated towards the stop of your pay period?

No, because their engagement sequence is often important for how I manage the 'discretionary' funds. For the nearly part, I want today's balance to testify 'as if' those funds were already spent, although I *do* sometimes have such items (indeed) fix with the last engagement in the catamenia (those are things that are far more probable to be pushed into the next menstruation, and/or the amount(s) modified.

> You wouldn't take to repeatedly edit the transactions to push them ahead of y'all. If you need one of those transactions, merely edit it to today's date, save it and yous're done.

> BTW, are you using Scheduled Reminder Transactions for everything which recurs on a regular basis, similar monthly credit card or utility payments

Yes

> weekly trips to the coffee shop

No.

> Those, later having been used for one payment instance, regenerate themselves to appear for the next instance. You lot use, skip or edit these as needed.

Indeed. I use those, and they work well for me in many cases, but my 'non paid' items as I've described don't fit into that model for me.

thanks

@bob2021 Thank you for taking time to explain how you are using Quicken and how this characteristic would help you. I never cease to be amazed at all the creatively-different manner Quicken users use the program in ways it was probably never designed to be used.

I agree that mass editing dates on multiple transactions seems on the surface tube a relatively easy programming change. I don't know if there are any unapparent complications in implementing it. I wonder if they didn't utilize dates because they didn't perceive many people would need to mass edit multiple transactions to a new date, and because it used inadvertently, it could wreak havoc on users' data. That is, if you lot mass edit a category change by fault, you can search for all those transactions and modify them back/to the correct category in mass or one at a time. But if you accidentally change the dates of a lot of transactions, there's no inkling left behind most the original engagement of those transactions. Mass changing dates of already-reconciled transactions could likewise make things messy. So I don't know if they didn't provide mass editing of transaction dates to protect users from messing up their information, or because the need for it never occurred to the programmers.

I've requested a moderator to turn this thread into an "Idea" post, so people who would like to encounter this functionality can add their votes. Idea posts which garner significant votes are and then passed on to the program development squad.

How-do-you-do All,

Thank you for taking the fourth dimension to reach out to the Community near this asking.

I went ahead and changed this post to an Idea so other users who accept the same or a similar request tin can vote on this idea past clicking the up arrow (see below).

Ideas are too reviewed by our Development and Production teams in gild to better Quicken and implement new features requested by customers.

Delight, be certain to add your own vote as well.

> @jacobs said:
> @bob2021 ... [i]t used inadvertently, it could wreak havoc on users' data. That is, if you mass edit a category change by mistake, you can search for all those transactions and change them dorsum/to the correct category in mass or one at a time. Merely if you accidentally change the dates of a lot of transactions, there'south no clue left backside most the original date of those transactions.

When one (mass) edits (amounts / split up amounts) of all instances of a serial, a like condition exists (perchance no quite every bit difficult to recover from, *if* the user can reconstruct the bodily amounts from memory, or other ways. (I imagine there are other similar changes users tin brand that recovery could be very difficult.)

> Mass changing dates of already-reconciled transactions could also brand things messy.

I accept no need to mass edit dates of these type, so no problem there.

> I've requested a moderator to plough this thread into an "Idea" mail, so people who would like to see this functionality tin can add their votes. Thought posts which garner pregnant votes are then passed on to the programme development team.

Much appreciated!

> @Quicken Anja said:

> Please, be sure to add your own vote equally well.
> I went alee and changed this mail to an Idea then other users who have the same or a like request tin can vote on this idea by clicking the upwards arrow (see below).

When I click the upward pointer (in the graphic with the yellow background, which is the only identify I run across an up arrow) nothing happens. iOS (latest), Safari.

> @Quicken Anja said:

> Please, exist sure to add your own vote as well.
> I went ahead and changed this postal service to an Idea so other users who have the same or a like request tin can vote on this idea by clicking the upward arrow (encounter beneath).

When I click the upward arrow (in the graphic with the yellow background, which is the only place I encounter an up arrow) goose egg happens. iOS (latest), Safari.

The epitome which @Quicken Anja provided is only an inactive example. Yous need to scroll up to the very top of this give-and-take (or the acme of page 1 of multi-page discussions) to vote in the yellow box plant there.
Click on the triangle to submit your vote. Wait a couple of seconds for the request to be sent to the server, until the triangle changes color and the vote count increases.
If you ever alter your mind, you tin can undo your vote past clicking the triangle once more.
(It would have been better if Anja had explained the process in a piddling more detail.)

How To Do A Mass Change In Quicken

Bulk edit dates? (Q Mac)

New · Concluding Updated September 2021

Comments

0 Response to "How To Do A Mass Change In Quicken"

Post a Comment

Iklan Atas Artikel

Iklan Tengah Artikel 1

Iklan Tengah Artikel 2

Iklan Bawah Artikel