YOUTUBE VIDEO: Quicken Tutorial: Recategorize Multiple Transactions Quickly (and in Bulk)

YOUTUBE VIDEO: Quicken Tutorial: Recategorize Multiple Transactions Quickly (and in Bulk)

If you're a Quicken user and constantly need to re-categorize transactions, this video is for you!

In this video, we will discuss how to quickly re-categorize multiple transactions. Quicken has a couple of features that allow you to easily bulk re-categorize or re-categorize multiple transactions at the same time.

One of the features is called “recategorize,” and the other is called “find & replace.” Ultimately “find & replace” kind of covers it all, so I don't think we even need the re-categorizing feature, but there are two options.

In addition to re-categorizing stuff, you can bulk-add tags and do a few other things, particularly using find and replace. So, I cover both features in this video.

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Joe DiSanto is the founder of Play Louder! He has built multi-million dollar businesses, produced critically acclaimed documentaries and an Emmy-winning TV show, invested millions in real estate, and semi-retired at age 43. Now, Joe serves as a Fractional CFO for several creative firms and is sharing a lifetime of fiscal know-how via Play Louder, an invaluable resource that helps individuals and business owners increase their net worth and plan better for their future.