Save bank item category

2020 - Version R31.20 - Build 27.1.31.20
Will not save bank item category after download into Quicken. Hitting save item brings the category list up again. Started happening around Feb. 28, 2021.
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Best Answer

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    What do you mean by "bank item category"?  Do you mean the category of an item downloaded into a banking account?  IF so, did you input, into Q desktop, a category for this transaction?
    Have you previously input this item into Q manually?
    And, are you using the Q Mobile App?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    What do you mean by "bank item category"?  Do you mean the category of an item downloaded into a banking account?  IF so, did you input, into Q desktop, a category for this transaction?
    Have you previously input this item into Q manually?
    And, are you using the Q Mobile App?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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