Bank Downloads Deleting Categories

Question

I have had a couple of instances when downloading bank transactions using direct or web express where categories are being arbitrarily deleted.  I'm finding this due to auto reconciliation identifying huge discrepancies in Quicken balance vs bank balance.  This happened in Bank of America (2 accounts) and Chase credit card.  It is a recent issue. Is anyone else experiencing this?  Categories are being deleted up to several months back and making a mess of the register and difficult trying to recreate transfers vs categories.

Chris_QPW · Answer

Oh, yes a transfer “category” changed, that would do it.

tkstaple · Answer

Thanks for your comments.  I just ran a report on categories and there are several more than I had originally thought that had been deleted.  It seems to be recent.  The reconciling brought it to light since I transfer between several accounts which categories deleted will change the running balances.  I've turned off the mobile sync feature.  If that's what it is Quicken should really be doing something about it.  What a mess it's created.  So it basically unusable and appears to be a known issue.  I wish they would fix it.

Chris_QPW · Answer

Like @Quicken Francisco if used I would suspect sync to Mobile/Web, but the reason I'm posting is to point out that automatic reconcile knows nothing about categories, only transactions/balances/reconciled state.  So if you are detecting the problem during a reconcile, more than your categories are getting messed up.  Which again sounds like the kinds things problems sync to Mobile/Web does.