Downloaded transactions overwrite Reminders with wrong category when merging

Question

I have a bunch of reminders setup along with downloading transactions from my bank. I've noticed that when Quicken merges my reminder with the downloaded transaction, it uses the details of the downloaded transaction, overwriting my reminder's category with what it auto-updated the downloaded transaction to be, which is wrong. I then have to manually correct the category of the merged transaction which defeats the purpose of the reminder.

Is there a way to change this behavior? I have Quicken version R60.20 Build 27.1.60.20.

UKR · Answer

Are you trying to accept a downloaded transaction to a Scheduled Reminder which has not been turned into a "real register transaction" yet?

I would suggest that you execute, i.e., record scheduled reminders which are due BEFORE you download new transactions. Then, when accepting these transactions, you are matching to a real register transaction. The data in a real register transaction will not be changed by the downloaded data.

You may want to review and modify settings in Edit / Preferences / Downloaded transactions. Turn off one or more of the "Automatically …" settings and see if that works better with newly downloaded transactions.

alan hartless · Answer

I'm new to Quicken Windows. I've been using Quicken Mac but found features lacking comparatively so just switched to using Quicken Windows via Parallels. It's been this way since I first started using the Windows version. On the Mac, I can choose which transaction wins out by dragging and dropping one transaction into the other which Quicken Windows doesn't support.

The downloaded transactions are automatically updated through a memorized transaction. Do I need to delete that for this to work as expected? I'll try that out.

Quicken Jasmine · Answer

Hello @alan hartless,

I do apologize for the issue that you are experiencing.

When did you first notice this behavior? Is this new behavior? Or has it always worked that way?  Do you have any memorized transactions or memorized payees that may be influencing Quicken's behavior?

Please let me know!