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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
How to stop quicken from changing my memo and category on current information
cariley
I input my receipts and include the list of items I purchased under "memo" and use "category" to track my spending. When I download the transactions from CIBC, it changes my entered information. It causes extra work, because not only am I checking for amounts but now I have to reinput the memo and category information. I have to look through my old receipts to find the information.
I want to stop this! Please tell me how to disable this reassignment of information.
Thank you
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Boatnmaniac
Is the box checked for
Account Details > Online Services > Don't update memo when downloading
?
If it is not checked, check it and click OK. Hopefully that will resolve the Memo changing issue for you.
Regarding the Category getting changed: I have seen a few posts of this happening but not many. And it happened to me just a couple of days ago with one transaction....the category was replaced with a split that did not have the correct amount in it. I manually fixed it but I do not know, yet, what might have caused it.
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