However, I’ll be you can do it in iBank by defining a “Smart Account” using your report criteria and then you’d be able to select them all and change them.  Yep, I just confirmed that it should work that way.

So, as long as your report criteria can be used to define a “Smart Account” in iBank, you’ll be able to do it.

quicken 2007 for maci have just spent a week opening reports for many different categorys and then recategorizing many of the items in those reports because i felt many were wrongly categorized. i had to double click on each transaction in a report wait for it to appear in the registers and then manually recategorize and then back to the reports over and over and over again. it was sooooo sloooow. i looked everywhere for an option where i could click down as desired in the list of transactions in the report and then hit a some kind of command that assigned a new category, but no. the way i had to do it seemed so archaic in where we are up to with technology.

i have more of this to go and if anyone has an idea, im all ears, eyes and finger tips

also, i wonder, does the new version for mac solve the problem? i didnt download it due to concern i might, well, yknow.

im going to bed now

seeya
wayne

However, the decision to abandon Macintosh was made a very long time ago, when Intuit chose not to upgrade Quicken 2007 to 2008, 2009, or 2010.  Then they opted to take shortcuts and just try and start over, which didn’t work.

(1) List all amounts paid to (or received from) John Smith, whether by check, credit card, cash, or whatever.

(2) List all transactions in which the "memo" or "note" field contains the word "Ferrari".

Can this be true? If so it’s an unbelievable omission. Enough to stop me buying the product, I think.

By the way, I don’t really have a Ferrari. Just trying to impress you.

The fact that Intuit doesn’t give you the option of being prompted each time, nor allows them to be stored locally, is frankly a huge issue. I only store passwords in one place, 1Password. I don’t want to worry about updating them in multiple places and I certainly don’t want them out of my control stored somewhere where *someone* besides me has access to them, and that person is under no legal or contractual obligations to safeguard them. That’s what you have if you use Quicken Essentials online.

Nothing seems perfect! I’ve even developed my own program using MS Access but it can’t do online updates and it’s a lot of trouble to try to replicate all the features of Quicken like budgeting. I’ve decided to try more earnestly to make Quicken work. I’ve considered using scripts to automate direct connection to each bank and manually download and import QIF or web-connect files to eliminate Intuit participation in the process. I have to do this anyway for some of the institutions that don’t support web-connect as you mentioned. In my case it’s GM Mastercard (they claim they don’t support web-connect because of security reasons). But Automator isn’t sufficient for this task and I’m not familiar enough with Apple Script to determine if it could. Maybe I’m just too paranoid. If you can trust your bank you should be able to trust Intuit–right? However, having all your financial data on Intuit’s servers looks like one giant single-point failure risk.