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Quicken Community / Forums / Quicken Online--the Online Quicken product / Categorizing Transactions to see Trends /
When I refresh my bank account it overwrites changes I have made to Categor
Sep 18, 2009 11:51 am

[mlwells]
mlwells

Total posts: 4
This post is about: Quicken Online
When I refresh my bank account it overwrites changes I have made to Categories and Payees. How do I get my clean-up work to save?
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[bababooey2]

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This is a new post #1
of 8 		When I refresh my bank account it overwrites changes I have made to Categor
Sep 19, 2009 08:26 am 
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Same here. It wont save my category changes like normal. Is there a bug in the system?

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  • DawnC (Sep 20, 2009 2:59 pm)



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    [DawnC]

    Total posts: 1
    This is a new post #2
    of 8         		When I refresh my bank account it overwrites changes I have made to Categor
    Sep 20, 2009 01:59 pm 
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    Replying to: bababooey2 (Sep 19, 2009 9:26 am)
    I am having trouble as well. Some of the payees and categories saved, but not all. HELP!!

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    [mlwells]

    Total posts: 4
    This is a new post #3
    of 8         		When I refresh my bank account it overwrites changes I have made to Categor
    Sep 21, 2009 04:49 am 
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    For Clarification: This is not only happening to check entries. My bank lists all debit card entries as either POS Debit or CKCD Debit, so any entry from this account must be cleaned up. I have done this on several entries. Some will save while others continue to be refreshed on the data from the bank. There is no pattern to the items that are refreshed based on the type of transaction.

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    [deboraht1]

    Total posts: 3
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    of 8         		When I refresh my bank account it overwrites changes I have made to Categor
    Sep 21, 2009 07:20 am 
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    how are we suppose to get answers?!!!! I am having the same problem but no one seems to know what to do about it!!

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  • cliffhealy1016 (Sep 23, 2009 9:46 am)



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    [cliffhealy1016]

    Total posts: 2
    This is a new post #5
    of 8         		When I refresh my bank account it overwrites changes I have made to Categor
    Sep 23, 2009 08:46 am 
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    Replying to: deboraht1 (Sep 21, 2009 8:20 am)
    Sam here. When I go in a change data from my bank to soemthing I can understand, and save it , it still reverts back to what it was before.

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    [sc062197]
    Michigan
    Total posts: 5
    This is a new post #6
    of 8         		When I refresh my bank account it overwrites changes I have made to Categor
    Oct 01, 2009 06:40 pm 
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    Same issue still. Quicken - What is happening here? Do we have an ETR?

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  • MLawson (Nov 7, 2009 7:13 am)



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    [MLawson]

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    of 8         		When I refresh my bank account it overwrites changes I have made to Categor
    Nov 07, 2009 06:13 am 
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    Replying to: sc062197 (Oct 1, 2009 7:40 pm)
    I'm having the same issue and there doesn't seem to be an answer yet. Quicken???

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  • FrankiiieD (Nov 19, 2009 8:13 am)



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    [FrankiiieD]

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    This is a new post #8
    of 8         		When I refresh my bank account it overwrites changes I have made to Categor
    Nov 19, 2009 07:13 am 
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    Replying to: MLawson (Nov 7, 2009 7:13 am)
    Same here... kind of. There is one or two lines in one of my accounts that "stick" to the original (wrong) category and when I change it and move on, it changes back. There are plenty of other lines that "accept" and keep the changed category...but not these couple. odd. any thoughts?

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