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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Auto category during download won't stop
Charles T Cullen
I do not want categories entered when downloading entries from my bank, but they began appearing recently. I found this in a 2021 discussion (now closed):
Where are the "Auto-accept downloaded transaction" settings?
There are two places where this is controlled in Quicken for Windows:
- Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
- For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.
I can find neither of these in my current version of Quicken. How can I stop automatic entry now?
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Comments
Bob_L
Your post seems to be addressing 2 separate options: auto entry of transactions and auto categorizing transactions. Both of these options can be found on the preferences dialog under the download transactions menu item.
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