OFX - Online Banking & Bill Paying

John Gregory · 2006-06-03T14:37:12+00:00

I'm using Q2005HB and looking hard at linking to my bank. All systems appear "go". One hesitation I have revolves around this statement I found in one of Intuit's articles on the subject: "Quicken automatically downloads and categorizes your data in the background"."Categorizes" bothers me. I've already go everything categorized the way I want it. I don't know what to expect and I'm concerned I'll end up Quicken making changes I don't want and those changes may slip by me.Will someone who has used this feature please explain what to expect? Presently, if I manually write a check to "Cash", it goes into an account called "Pocket Cash". I'd hate to find that Quicken wants to call that something else. Hopefully, the online routine merely "categorizes" according to the list it picks up from the file I've already created. I don't want to end up with more situations like "Interest" and "_IntInc".

Jun 03, 2006 20 Replies

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John Pollard 20 years ago

Select the transaction; right-click, hold down CTRL and left-click "Copy Transaction".

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OFX - Online Banking & Bill Paying

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