Re: Multi-level TAG selection in FIND/REPLACE?

On 07/08/24 9:57 AM, John Pollard wrote:
> On 07/08/24 7:01 AM, Andrew wrote:
>> On 7/7/2024 3:10 PM, John Pollard wrote:
>>> Are the transactions in question in one Quicken account, or multiple 
>>> accounts?
> 
>> Mostly in one main checking account, I probably could deal with the 
>> others manually.
>>>
>>> Are any of the transactions in question in an investment account?
>> Don't think so, but if they have tags, again I could deal with these 
>> roque ones manually I would suspect.
>>>
>>> Are any of the transactions in question split transactions.
>> This is probably true, but hopefully not to a great degree.  I can see 
>> myself having splits in transactions to Lowes or Home Depot that I 
>> mark partially home related, for example.
>>
>> I have over 1,000 of these transactions.
>>
>> My Plan "B" is to leave things alone, and just remember prior to move 
>> day that TAGed blanks are 'old house' and after would be 'new house'.
> 
> 
> With the exception of transactions in investment accounts, the process 
> should be relatively straight forward (assuming I fully understand the 
> issue).
> 
> I would use the All Transactions pseudo-register to make it possible to 
> find and change as many transactions as possible in one process.
> 
> Use CTRL-f Find All to find all the transactions that contain 
> "HOUSEHOLD" in the Category field.
> 
> The height and width of the resulting "Search Results" dialog box can be 
> changed. and columns shrunk/expanded, where desired to get a more 
> accurate picture of the transactions found.
> 
> You can sort the results by most, if not all, the Found fields; I 
> suspect sorting on Tag would make the process easiest.
> 
> You can then use the Select column to select the transactions to be 
> modified (noting that the top-level Split transactions will have 
> "--Split--" in the Category column - you can, and should, ignore those 
> rows).
> [Holding down the SHIFT key while clicking the first and last of a group 
> of rows works like selecting multiple files in Windows Explorer.]
> 
> The actual split lines will be displayed in blue with the text "SPLIT" 
> followed by the split line number. Those can be selected where 
> appropriate. Naturally, the non-split transactions can also be selected.
> 
> When you have Selected all the transactions you want to modify, click 
> the Edit Transactions button in the lower-right.
> 
> At the foot of the resulting Find and Replace dialog is a "Replace" 
> dropdown and a "With" dropdown. Choose "Tag" in the Replace dropdown, 
> and choose your desired new Tag value from the With dropdown (if you 
> wanted to replace a non-blank Tag with a blank Tag, you would just key a 
> Space in the With field.
> 
> Then click the Replace All button.

I should have added: backup first.