Question about bulk updating Investment Transactions (edited)

Michael Q

I currently have 700+ transactions under my investment accounts that are uncategorized. These are payee name Dividend Received from my connected Fidelity Account. I'd like to categorize all as Dividend Income.

Is there any method to do this short of one-by-one? I did try setting a category rule and checked to also set for existing transactions then clicked update but it's not working. All such transactions remain uncategorized. Any ideas?

Coach Jon

Hello @Michael Q,

Thanks for reaching out! We do have some great Idea Posts that cover what you are wanting to do in Quicken Simplifi! You can vote for and follow them here:

https://community.simplifimoney.com/discussion/5051/memorize-investment-transactions-transaction-rules-for-investment-transactions-edited

https://community.simplifimoney.com/discussion/8943/ability-to-bulk-edit-the-type-for-investment-transactions-edited

Currently, the only type of investment transaction that can have a category is payment/deposit type transactions, so what you're trying to do from your screenshot will not work, unfortunately. Hope this helps!

-Coach Jon