When I download transactions from my bank, the category defaults to Financial:life insurance.

rlownes61
rlownes61 Member ✭
edited February 27 in Download, Add/Update Accounts (Windows)
Why does that happen?

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Do you have a memorized transaction the defaults to that category?
    Are you letting Q save to your account registers without you reviewing and approving each downloaded transaction?
    Have you looked at HELP, Contact Support, Log Files, OFX Log to see what's being sent?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • rlownes61
    rlownes61 Member ✭
    I had a memorized transaction to go to that category, but I have memorized the other transactions to go to specific categories, and none of them do. All my other accounts transfer correctly.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    That's the answer to my 1st question ...  how about the 2nd and 3rd questions?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • rlownes61
    rlownes61 Member ✭
    Yes to question 2, no to 3.
This discussion has been closed.

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