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To find transactions anywhere they occur"
Use global search
The global search feature is located at the top right of the Quicken window, Search a payment or deposit.
Use it to search all of Quicken for a specific payee, category, tag, memo, amount, date, or check number (don't use it to search Quicken help).
Click in the Find a payment or deposit field, and type what you want to find.
Info title Tips about entering a date or amount When searching for a date, omit the leading zeros and use a four digit year (for example, enter 5/6/2017, not 05/06/2017 or 5/06/17).
When searching for an amount, don't include a currency symbol (for example, enter 100, not $100).
- Click Search (or press Enter).
- In the Search Results window, double-click a transaction to view that transaction.
- In the Search Results window, select the transactions you want to change (excluding security-based transactions) and then click click Edit Transaction(s). (Optional)
Use the Quicken Find window to find all matching transactions.
The Quicken Find window lets you find individual transactions or use Find All to create a list of every matching transaction. To find all matching transactions:
- While in the register, press CTRL+F. The Quicken Find window appears.
- Enter your search term. You may also want to select a specific field to search in or use Any field to search all the displayed fields.
- Select Find All. A list of all matching transactions will appear in the Search Results window.
- To edit more than one transaction, select the check box in the Select column for every transaction you want to modify, then select Edit Transactions.
You'll then have access to Find and Replace to modify specific columns.
- Choose the column you want to Replace, enter the new information, and select Replace All. You may be prompted with additional questions about the change.
Use Find and Replace to change transactions
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.
- Choose Edit menu > Find/Replace. (If you are in a report, click the Find & Replace icon instead.)
- Select where and how you'd like Quicken to search, and then enter the word, phrase, or amount you want to find.
- Click Find. Quicken finds and displays all matching transactions.
- Select the transactions you want to replace.
- Complete the Replace and With fields.
- 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.
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The Find feature is located at the top right of investing account transaction lists. Here is what to look for:
Use it to look for specific words, phrases, or amounts in your investing accounts.
- Open an investing account.
- Click Find at the top of the transaction list.
- Select a field name to search.
- Select the way you want Quicken to search.
- Enter the word, phrase, or amount you want to find.
- Click Find to search for the next match in the currently displayed transaction list. You can search forward or backward.
- Click Find All to search for all matches in any of your transaction lists. In the Search Results window, select the transactions you want to change (excluding security-based transactions) and then click Edit Transaction(s). Or, double-click a transaction to view that transaction. (Optional)
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