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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
How do I stop downloads from being automatically categorized?
Jarmitz
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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Accepted answers
Boatnmaniac
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?
All comments
Boatnmaniac
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?
Jarmitz
Thank you!
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