erroneous split numbers inserted in many downloaded transactions. How to make it stop?
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Michael 145
Member ✭✭
Typical split for me, is item cost / sales tax. Suddenly (Version 5.14.3 (Build 514.31897.100)) downloaded cc transactions are having values from some prior transactions inserted, and then an 'uncategorized' split to balance with the correct total transaction amount. Then, when I correct the item price, and sales tax amounts, another offsetting entry is added, which is the negative of the first one. I can manually correct this, but seriously this new 'feature' is not helpful!!!!! For one, when I see 'split', it used to mean that I'd already entered the correct values, move along to the next 'uncategorized' entry. Now, I have to look at every split to see if it's correct.
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Best Answer
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Hello Michael,
Thank you for taking the time to report this issue to the Community, although I apologize that you have not yet received a response.
I suggest taking a look at your QuickFill Rules by going to Window>Payees & Rules and then switching to the QuickFill Rules tab.
You may have some QuickFill entries that need to be edited and/or deleted so that the split line categories are not being automatically assigned.
You can find more information about this newly introduced feature here.
You may also consider following and/or participating in the ongoing Discussion regarding the Quicken for Mac Version 5.14 release, which is being monitored by @Quicken Marcus.
Thank you,
Quicken Natalie
5
Answers
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Hello Michael,
Thank you for taking the time to report this issue to the Community, although I apologize that you have not yet received a response.
I suggest taking a look at your QuickFill Rules by going to Window>Payees & Rules and then switching to the QuickFill Rules tab.
You may have some QuickFill entries that need to be edited and/or deleted so that the split line categories are not being automatically assigned.
You can find more information about this newly introduced feature here.
You may also consider following and/or participating in the ongoing Discussion regarding the Quicken for Mac Version 5.14 release, which is being monitored by @Quicken Marcus.
Thank you,
Quicken Natalie
5
This discussion has been closed.