Split transactions

CSlouis
CSlouis Member, Windows Beta Beta

Why was the known issue with split transactions reordering closed even though it is an ongoing issue? This is the most frustrating thing with the whole software. Reports aren't accurate unless you check each transaction. This eliminates the usefulness of reports.

Best Answer

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    What do you mean, "no way to turn off the memorize every transaction feature"? Because there most certainly is, see EDIT, Preferences, Data Entry & Quickfill … and UNcheck "Automatically memorize …"

    image.png

    Also, with Renaming Rules, you can "standardize" your payee names so that, for example, if you buy gasoline at both "Shell #234" and "Shell #345" you can change them (during download) to just Shell … so they're not new.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @CSlouis,

    Thank you for reporting the issues you are experiencing and posing this question.

    Sometimes, Known Issues are resolved for some users and not others. This can happen for a variety of reasons.

    If you’re still encountering the issue, we recommend reaching out to Quicken Support for further assistance.

    Thank you!

    Quicken Alyssa

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @CSlouis,

    Just checking in, we haven't heard back from you in a while.

    Do you still need assistance?

    Thank you!

    Quicken Alyssa

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  • CSlouis
    CSlouis Member, Windows Beta Beta

    I think the oroblem is resolved. It will require me to do things differently since there is no way to turn off the memorize every transaction feature. I'm not a fan, but its not a deal breaker now that Im aware of the cause of the issues I was having as well as a location to manually prune memorized entries.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @CSlouis,

    Thank you for the follow-up.

    If you need more help, don't hesitate to reach back out!

    Quicken Alyssa

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

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    What do you mean, "no way to turn off the memorize every transaction feature"? Because there most certainly is, see EDIT, Preferences, Data Entry & Quickfill … and UNcheck "Automatically memorize …"

    image.png

    Also, with Renaming Rules, you can "standardize" your payee names so that, for example, if you buy gasoline at both "Shell #234" and "Shell #345" you can change them (during download) to just Shell … so they're not new.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • CSlouis
    CSlouis Member, Windows Beta Beta

    Thank you so very much NotACPA. I didn't even think to check there to turn it off. The renaming I knew, but wouldn't help the with the way I was doing things.