cc charges, wrong type, income

Posted by Hugh N. Ross on June 13, 2006, 3:25 pm

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When I imported my credit card transactions, most of the charges were
assigned a reasonable catagory but in the 'income' type. Is there any way to
control the type parameter while inporting? Is there any way to make a bulk
correction of the incorrect type information?

Posted by John Pollard on June 13, 2006, 4:54 pm

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> When I imported my credit card transactions, most of the

> charges were assigned a reasonable catagory but in the

> 'income' type.

> Is there any way to control the type parameter while

> inporting?

Not exactly; but all you need to do is to have the correct
category assigned ... when it's the "correct" category, it will
be of the right "type".

Use "Memorized Payees" (transactions) and make sure QuickFill is
turned on, then Quicken will assign the correct category when
your downloaded payee matches a memorized payee. (And in Q2005
and newer, you can have Quicken "rename" downloaded" payees so
their names will match your memorized payees.)

> Is there any way to make a bulk correction of the incorrect

> type information?

Edit > Find & Replace > Find/Replace

Find the wrong records, then replace their category with the
correct category.

--

John Pollard
First initial underscore Last name at mchsi dot com
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