Transaction details are fully editable.
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- Double-click the transaction you want to edit.
- You can also select the transaction and click Edit in the toolbar, or choose Transactions > Edit Transaction from the Quicken menu.
- Make any changes by selecting the incorrect information and typing over it.
- We strongly recommend that you always assign Categories to your transactions.
- You can also use the pickers to select different payee names, tags, and categories.
- Click
to show additional transaction details such as:- Split Tab (which includes additional information about downloaded transactions, such as the original payee name sent by your financial institution as well as Memo and Tags fields.)
- Split Tab
- Attachments Tab
- Checks Tab (checking accounts only)
- When you are finished, you can press Enter or simply move on to your next task.
- Made a mistake? Choose Edit > Undo from the Quicken menu or type ⌘Z.
Note that changing the amount of a transaction can cause problems if you've already reconciled the transaction with your bank statement.
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Yes, you can move a transaction to a different account. Select the transaction and drag it to the desired account listed on the sidebar. |
Bulk edit transactions
Quicken gives you the flexibility to edit multiple transactions at a time. You can edit the payee, the category/subcategory, the tags, and the memo. This is called bulk editing.
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NOTE: If you make a mistake or change your mind, just select undo (Edit > → Undo) from the Quicken menu.
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