how to prevent past split from applying to new downloaded transactions

Unknown

I'm getting category splits applied for all new downloaded credit card transactions from the same payee (a large online retailer). This is probably due to some transaction a few months back that I did indeed manually split, but I don't want those same splits applied to all txs from them moving forward. How do I prevent this?

Quicken Anja

Hello @MICHAEL ELLERY,

Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.

It sounds like this is happening because it might have gotten saved that way in your QuickFill Rules (possibly, like you said, from a previous transaction that was a split).

You can check by going to--

1. Window
2. Payees and Rules
3. QuickFill Rules tab

In the QuickFill Rules tab, you can search the payee(s) and see if they are saved with the split categories you are seeing. If so, you can delete it (this only deletes the rule and not the payee) or edit it.



Hope this helps!

Quicken Anja

Hello @MICHAEL ELLERY,

Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.

It sounds like this is happening because it might have gotten saved that way in your QuickFill Rules (possibly, like you said, from a previous transaction that was a split).

You can check by going to--

1. Window
2. Payees and Rules
3. QuickFill Rules tab

In the QuickFill Rules tab, you can search the payee(s) and see if they are saved with the split categories you are seeing. If so, you can delete it (this only deletes the rule and not the payee) or edit it.



Hope this helps!

Unknown

quickfill was the answer - looks like there are quite a few items I can clean-up in there. Thanks!

Quicken Anja

Perfect! And you're welcome.