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How To Find and Replace Transactions

Updated: 8/18/2011 | Article ID: GEN82286

To find a transaction using the Search field on the Quicken toolbar

This search is quick and comprehensive, but it is not customizable.

  1. On the toolbar, in the Search field, enter the payee, category, date, or amount you want to find.
    • When searching for transactions that contain a specific amount, do not include a dollar sign (for example, enter 100 rather than $100).
    • When searching for transactions from a specific date, use the four digit year and do not use a zero in front of single digit months (for example, 4/27/2011 is a correct format and not 04/27/2011 or 4/27/11).
  2. Click Search.
  3. In the Search Results window, select any transactions you want to modify. (Optional)
  4. Click Edit Transaction(s) to change information in the transactions that Quicken found. (Optional; works like finding and replacing a transaction, as described below)

Notes

Quicken searches all payment and deposit transactions in all your accounts in the current file (security-based transactions are excluded; cash management transactions in an investment account are included).

In the Search Results window, select a transaction and click Zoom to view that transaction in the register.

To find a transaction using the Find dialog

Use this customizable search to look for particular words, phrases, or amounts in specific register or transaction list fields. You can search forward or backward through the register.

  1. Open the account register or transaction list that contains the transaction you want to find.
  2. Choose Edit menu > Find & Replace > Find.
  3. In the Search list, select a field name.
  4. In the Match if field, set 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 Landscaping and limit the search to the Payee field, Quicken finds all transactions that are related to Sunshine Landscaping.

    • 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 99 and limit the search to the Date field, Quicken finds all the transactions you recorded in 1999.

    • 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. In the Find field, enter the word, phrase, or amount you want to find.
  6. Click the Find button to search through the open register only, or click Find All to search through all your registers.
  7. To replace information for any or all of the transactions displayed in the Search Results window, click Edit Transaction(s). (Optional; works like finding and replacing a transaction, as described below)

To find and replace a transaction

Use the Find and Replace dialog when you want to modify specific data in transactions that meet your search criteria. Note that you cannot undo this action. You may wish to first back up your data file.

  1. Choose Edit menu > Find & Replace > Find/Replace. (If you are in a report, you can click Find & Replace instead.)
  2. Use the Find, Look in, and Match if fields to indicate what you're searching for.
  3. Click Find All. 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.

Notes

  • Quicken searches all payment and deposit transactions in all your accounts in the current file (security-based transactions are excluded; cash management transactions in an investment account are included).
  • To replace the Category or Amount field in a split transaction, you must first select the Show matches in split check box, and then select the matching split item.

To scroll through a register or transaction list

An alternate way to locate a specific transaction is to scroll through a register or transaction list.

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

As you scroll, you'll see a date and check number appear and change as you scroll. These represent the date of the transaction and its check number (if appropriate) that will appear at the top of the register window when you release the scroll box.

To filter register transactions

Filtering can quickly identify and locate specific types of transactions-for example, only deposits or only uncategorized transactions.

  1. On the register toolbar, click View.
  2. Choose Filter register view.
  3. On the Filter toolbar, in the View field, select the type of transactions you want your register to display.
    • All transactions displays all transactions in this account (filtering is turned off).
    • Uncleared limits the register display to transactions that have not been reconciled or cleared.
    • Uncategorized limits the register display to transactions that do not have a category assignment.
    • Flagged limits the register display to transactions that have been flagged.
    • Payments limits the register display to payments (outflows from the account).
    • Deposits limits the register display to deposits (inflows into the account).
  4. In the Date Range field, specify the period of time you are interested in viewing transactions for. (Optional)

Notes

Register filtering does not work with investment accounts. This is because investment accounts have a transaction list, and a transaction list works differently from a register.

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).

If you are searching for information that might be part of a cash management transaction in an investment transaction list, use the Search field on the Quicken toolbar for best results. If an investment account is open, the Find dialog (Edit menu > Find and Replace > Find) does not mix search results for investment cash and noncash transactions.

 
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