Sync’ed account with bank records. Next time I do this will I lost changes I made to my categories?

Bear It
Bear It Quicken Windows Subscription Member
edited February 2023 in New to Quicken/Getting Started (Windows)
Sync’ed account with online bank records. Need to make changes to some of my categories. QUESTION; Next time I download addition transactions from my bank will I lose all the changes I made to my notes and categories?

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭
    No, nothing should be changed with the transactions you had previously downloaded and the edits you made to them.  Quicken "remembers" the transactions that had been previously downloaded so that only new transactions will be entered into the account register each time you do One Step Update or Update Now.

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

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