Previous splits being overwritten with next download

Jibby

OK so I've seen this a few times now so I know it is really happening.

I take all of my receipts and categorize every item on them with "split" - it is a lot of work.

Then a few days later I do a new download and it wipes out all of the information I'd previously entered and I have to split the transaction again.

I have not yet determined if it is doing it to all of them but I know for sure it is happening with some of them.

This is a serious problem

JoelC

@Jibby

I take all of my receipts and categorize every item on them with "split" - it is a lot of work.

I hear you, I used to do this as well for my credit card (i.e., before I setup a credit card account which is truly much simpler).

Then a few days later I do a new download and it wipes out all of the information I'd previously entered and I have to split the transaction again.

I have not experienced this.

I do have one suggestions and that is turn off the overwriting of the memo fields (i.e.,   Account Details → Online Service tab, and selecting Don't update memo when downloading).

If the problem also includes overwriting the categories then turn this off as well:

I hope this helps.