No option to review imported transactions post upgrade

Perry_Oz
Perry_Oz Quicken Windows Subscription Member
I am manually importing transactions from a QIF file (from institutions that can't be setup as online in Quicken). This all worked fine in Quicken 2011. Following an import, I then would review the transactions before they were added to the register. This process would also auto-correct payee names and default the categories.

This no longer works since upgrading 30/12/21. The transactions are automatically added to the register on import without name correction or categorisation. This means I now have to manually do a lot more work on every single transaction.

I've gone into Preferences and toggled the settings for "Automatically add to banking registers". This has no effect on the behaviour. I would be thankful if anybody knows the solution to this.

Comments

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    The QIF import was changed with the introduction of the Quicken Subscription.  If you haven't already, you may want to consider using ImportQIF.
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