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updating transactions to merge

Donald Miller

I have 2 separate Quicken files I use. One personal and the other for an LLC. When I perform the one step update of the LLC file, at the conclusion of the update Quicken immediately begins "updating transactions to merge". This action deletes all the categories set up for the LLC properties. I am forced to 'remember' what updates there were from the one step update (normally just 1 or 2) then restore the data from an earlier back up and manually input the updates. I have performed a validation of the file without correcting this. So I must have activated something in Quicken making it perform this task.

Any suggestions what to look for or do?

Thanks,

Don

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Accepted answers

q_lurker

My first reaction is Edit Preferences for Downloaded Transactions.

Should not be Automatically Add to ...
Should not be Automatically Categorize ...

A review of your memorized payees might also be in order.

All comments

Sherlock

It sounds like a Cloud sync issue: https://www.quicken.com/support/what-quicken-cloud

Donald Miller

Unfortunately, I do not have Cloud Sync turned on in any setting/preference section of QD.

Sherlock

Please provide the year, version, and edition of Quicken being used: select Help > About Quicken

Donald Miller

Year = 2020
Ver = R24.11
Build - 21.1.24.11
Q Deluxe

Sherlock

Donald Miller said:

Year = 2020
Ver = R24.11
Build - 21.1.24.11
Q Deluxe

Perhaps the issue you're experiencing with the LLC properties' categories is that you're using the Deluxe edition instead of Home and Business edition: https://www.quicken.com/compare

Donald Miller

Don't think that is the issue. I have used Deluxe for years without this problem occurring. Even after I separated the data into 2 separate files. Somehow I have activated something in the LLC file causing the "updating transactions to merge" process. Just can't locate what I activated.

Sherlock

Donald Miller said:

Don't think that is the issue. I have used Deluxe for years without this problem occurring. Even after I separated the data into 2 separate files. Somehow I have activated something in the LLC file causing the "updating transactions to merge" process. Just can't locate what I activated.

My last thought would be a strange corruption that is in some way triggering multiple category merges:

Image: https://us.v-cdn.net/6031128/uploads/editor/js/45v95ez2lz3t.png

q_lurker

Donald Miller

Thank you q_lurker. That seemed to correct my problem!