Transaction changes I made are lost after downloading again

When updating a transaction category for a transaction that was downloaded from our checking account, after downloading/syncing again, the transaction gets overwritten with the original values. The changes I made to the category were lost. It seems to only happen to the ones with the blue dot that need to be reviewed. Even marking these transactions as reviewed gets reset after downloading again. Anyone have a way to fix this?

I am using Quicken for Mac Deluxe Version 6.12.4 (Build 612.47934.100)

Comments

  • RickO
    RickO SuperUser, Mac Beta Beta

    Are you using Mobile Sync? It sounds as if the cloud is overwriting the local database. May have to do with the timing of accessing the computer file vs the mobile app. There are many reports of issues like this with mobile sync which is why I have mine turned off and never used (and therefore, I don't have direct experience with it). If you have Sync turned on (in Settings > Connected Services), try turning it off and see if this resolves.

    Quicken Mac Subscription; Quicken Mac user since the early 90s