After updating the program, sometimes memorized transactions & categorized splits vanish [Edited]
I have been a loyal Quicken customer for 20 years. Back in the day, I updated Q every other year which worked well and fit into our budget without bank connections or more sophisticated options.
When Q went to an annual subscription, more hoots and whistles were added, connecting to banks, etc. So now I am paying twice as much as I did years ago annually and losing the simple parts of Q which is all I need. I understand that folks want access to their banks and that is fine. But occasionally, a new Q version loses SOME of my memorized transactions and deletes all categorized splits in others.
When I want to backup my file, I cannot remove old options from the panel of choices where to backup. I eventually split my file because I thought being too big might be the issue (although it shouldn't).
Now today, I categorized a credit card statement, not downloaded from the bank, backed up the file immediately, synced with the Cloud, and when I needed to make one small change in the credit card transaction and entered it, the splits were suddenly changed - no longer in alphabetical order, some transactions were duplicated and $121 and change had disappeared from the total. How can this happen? And how do I trust that the numbers I need to do a tax return for 2024 will be correct?
This will probably be my last time purchasing a software which I cannot trust and causes me more frustration and more of my time to even categorize one simple credit card bill and then lose my work. The number of troubleshooting discussions I see on the community are truly scary and disappointing. Thanks for listening - Marilyn
[edited to add spacing for readability]