How do I stop downloads from being automatically categorized?
Jarmitz
Member ✭✭
When I download transactions they are automatically categorized as split transactions that aren't correct. How do I stop automatic split? I've always downloaded transactions from my bank and manually entered the split information.
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Best Answer
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Go to Edit > Preferences > Downloaded Transactions > make sure the box for "Automatically categorize transactions" is unchecked.I'd also go to Tools > Memorized Payee List > Look for payees that are the associated with this issue > Click on them to shade them > Edit (on the right side) > Make the changes highlighted in yellow in the following picture > OK.
Did doing these things resolve the issue for you?Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home
0
Answers
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Go to Edit > Preferences > Downloaded Transactions > make sure the box for "Automatically categorize transactions" is unchecked.I'd also go to Tools > Memorized Payee List > Look for payees that are the associated with this issue > Click on them to shade them > Edit (on the right side) > Make the changes highlighted in yellow in the following picture > OK.
Did doing these things resolve the issue for you?Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home
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Thank you!0
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