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.