Transaction over-write part 2
Last fall, I was having an issue with memos and some categories being overwritten after a download.
I found my old thread/post, which was "closed," and didn't know if I could reopen it.
@Boatnmaniac and others were quite helpful, and I think I finally fixed my issue, after re-reading the entire thread, which can be found here (added below) —>
In the suggestions, I don't think the "Don't update memo when downloading" worked, as mine was checked. Then I went into Preferences and found within the Data Entry, unchecked "Complete fields….." and "Recall memorized payees."
Since unchecking those, I have had no issues.
** Additional info - Win 11 Home PC. Quicken ver. R65.29 Build 27.1.65.29
Many times, I manually enter the details of a receipt, then shred/toss them. Once imported from the bank, some of the details (category & memos) are overwritten to one of the previous receipts. It happens sporadically, not every time, which makes it frustrating.
(I found this issue only happened with Wal-mart, Amazon, and Publix, which are frequent payees)
Thank you to all of those who commented in my first thread. Hopefully I won't have to revisit this, as I think it's finally resolved.
[Edited - Readability/Enabled Link]
Comments
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Hello @tcs,
Thank you for sharing! I'm glad to hear that the advice from the earlier discussion helped you resolve the issue!
If you need assistance, please feel free to reach out!
Quicken Kristina
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