Find and replace transactions

There are a number of ways to locate payments, deposits, and investment transactions in Quicken.

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).

  1. Click in the Find a payment or deposit field, and type what you want to find.
     •   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).

  2. Click Search (or press Enter).
  3. In the Search Results window, double-click a transaction to view that transaction.
  4. In the Search Results window, select the transactions you want to change (excluding security-based transactions) and then click Edit Transaction(s). (Optional)
•   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.

  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.

To find transactions in spending accounts

•   Use register filters

  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.
•   Use the scroll bar

  Another way to find a spending account transaction is to scroll through the register.

  You'll see a date change as you scroll. This represents the date of the transaction that will appear at the top of the register window when you release the scroll box.

  1. In an spending account register, locate the scroll box (this is the box that moves within the scroll bar at the right side of the register.
  2. Drag the scroll box up or down the scroll bar.

  Note

  You can also move quickly through a register using keyboard shortcuts.

To find transactions in investing accounts

•   Use Find

  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.

  1. Open an investing account.
  2. Click Find at the top of the transaction list. (Do it for me)
  3. Select a field name to search.
  4. Select the way you want Quicken to search.
     •   Contains
       Restricts the search to transactions that contain the text or the amount you entered in the Find field.
     •   Exact

       Restricts the search to transactions that have an item that exactly matches what you entered in the Find field. Exact matches work with both text and dollar amounts.

       Example: If you enter Sunshine Brokerage and limit the search to the Payee field, Quicken finds all transactions that are related to Sunshine Brokerage.

     •   Starts with

       Restricts the search to transactions that have an item that starts with the characters or phrase you entered in the Find field.

       Example: If you enter 6 and limit the search to the Date field, Quicken finds all the transactions you recorded in the month of June (the sixth month).

     •   Ends with

       Restricts the search to transactions that have an item that ends with the characters or phrase you typed in the Find field.

       Example: If you enter 17 and limit the search to the Date field, Quicken finds all the transactions you recorded in 2017.

     •   Greater

       Restricts the search to transactions that have amounts greater than the amount you entered in the Find field. Quicken considers a deposit to be a positive amount and a payment to be a negative amount.

       Example: If you entered 1000, Quicken finds all deposits that are $1000 or more and all payments that are $1000 or less.

     •   Greater or equal

       Restricts the search to transactions that have amounts greater than or equal to the amount you entered in the Find field. Quicken considers a deposit to be a positive amount and a payment to be a negative amount.

       Example: If you entered 1000, Quicken finds all deposits that are $1000 or more and all payments that are $1000 or less.

     •   Less

       Restricts the search to transactions that have amounts less than the amount you entered in the Find field. Quicken considers a deposit to be a positive amount and a payment to be a negative amount.

       Example: If you entered 1000, Quicken finds all deposits that are less than $1000 and all payments that are greater than $1000.

     •   Less or equal

       Restricts the search to transactions that have amounts less than or equal to the amount you entered in the Find field. Quicken considers a deposit to be a positive amount and a payment to be a negative amount.

       Example: If you entered 1000, Quicken finds all deposits that are $1000 and below and all payments that are $1000 and above.

  5. Enter the word, phrase, or amount you want to find.
  6. Click Find to search for the next match in the currently displayed transaction list. You can search forward or backward.
  7. 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)