Why isn't disabling "automatically categorize transactions" working?

Luba Fedus
Luba Fedus Member ✭✭
edited November 6 in Registers & Transactions (Windows)

I disabled this a while ago, but my transactions continue to get categorized by the software during the download process. How do I fix this?

Tagged:

Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Luba Fedus,

    Thank you for sharing your experience.

    I do have some follow-up questions for you.

    • Where is your data file located?
    • Is your file being backed up/synced by any third-party services like Dropbox, Carbonite, or OneDrive?
    • How long would you say this issue has been happening?
    • Does this happen with specific payees or all payees?
    • Do you have any Renaming Rules that could be causing this?
      • To check this, you would go to Tools>Renaming Rules, and look for any that you have for the affected payee(s).
    • Do you have any Memorized Payees that could be affecting this?
      • To check this, you would go to Tools>Memorized Payees, and check to see if the affected payees are set up with the information you are seeing download.

    Looking forward to your response.

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

Categories