If you want to change transactions that meet your search criteria, use the Find and Replace feature. Note that you can't undo this action, so you may want to first back up your data file.

1. Choose Edit menu > Find/Replace. (If you are in a report, click the Find & Replace icon instead.)
2. Select where and how you'd like Quicken to search, and then enter the word, phrase, or amount you want to find.
3. Click Find. Quicken finds and displays all matching transactions.
4. Select the transactions you want to replace.
5. Complete the Replace and With fields.
6. Click Replace Selected.

Note

To replace the Category or Amount field in a split transaction, you must first select the Show matches within splits check box, and then select the matching split item.

Register filters are located at the top of spending account registers.

Register filters can find specific types of transactions, containing specific text—for example, only deposits or only uncategorized transactions containing the word "tax". Filtering is only available in registers (not in investment account transaction lists).

To find transactions using register filters:

1. Select the date range you want to view transactions for.
   • What about future transactions?

     Each date range option includes the specified date range plus future transactions. For example, Current Quarter displays all transactions dated for the current quarter and all future transactions (first day of this quarter to the last future dated transaction).

2. Select the type of transaction you want to view.
   • Any Type
     Displays transactions of any type (filtering is turned off).
   • Payment
     Limits the register display to payments (outflows from the account).
   • Deposit
     Limits the register display to deposits (inflows into the account).
3. Further refine the type of transaction you want to view.
   • All Transactions
     All transactions in this account are displayed (filtering is turned off).
   • Uncategorized
     Limits the register display to transactions that don't have a category assigned.
   • Unreconciled
     Limits the register display to transactions that haven't been reconciled.
   • Cleared
     Limits the register display to transactions that have been cleared.
   • Uncleared
     Limits the register display to transactions that haven't been cleared.
   • Flagged
     Limits the register display to transactions that have been flagged.
4. In the Search field, enter the text you want the transactions to contain.
   Columns that are searched
   

   The following columns are searched for the text you enter, but only if they are currently visible in the register. If you want to search a column that isn't visible, see Change the columns in a register to learn how.

   • Date
   • Posted date
   • Number (Check Number, Reference, Invoice Number)
   • Downloaded reference
   • Type (invoice accounts only)
   • Payee
   • Downloaded Payee
   • Category (includes transfer account names)
   • Tag
   • Memo
   • Notes
   • Due date (invoice accounts only)
   • Downloaded Memo
   • Account
   • Payment (Charge, Withdrawal, Spent, Decrease, Charged, Billed)
   • Downloaded Amount
   • Deposit (Payment, Received, Increase, Paid)
   • Amount
     
     

   Columns that are not searched
   The following columns are not searched for the text you enter, even if they are visible in the register.

   • Flagged
   • Status
   • Tax Related
   • Tax Line Item
   • Attachment
   • Downloaded Transaction ID
   • Exp (expense)
   • Clr (cleared)
   • Balance
5. Quicken displays the filtered transactions in the register. At the bottom of the register you'll find a count of the number of transactions found, and their balance.
6. Click Reset to return a register to its unfiltered state.