Retail Purchase Categorization — Quicken

Anyone else having issues with Quicken Retail Purchase Categorization?

MikeR1 — Sat, 01 Aug 2026 14:46:18 +0000

Retail Purchase Categorization initially imported and categorized transactions correctly at the time I set it up initially. Since then, new Amazon orders are visible in the browser extension, but are never matched to downloaded transactions in Quicken. When I go to RPS in the desktop program and ask for new transactions, it says it found zero matches. This occurs across multiple credit card accounts. Merchant names and amounts match exactly. The extension is connected, Quicken is current, and the browser extension continues to retrieve new Amazon orders.

Retail Purchase Categorization Not Downloading Transactions

dshipes — Sat, 25 Jul 2026 15:37:31 +0000

So, I followed the instructions I think to a tee and it seemed to be downloading transactions when I chose the three month of history option.

However, when I go and look in My Orders it looks like nothing has downloaded.

I'm not sure what I am doing wrong as the plugin for edge shows that Amazon is linked and inside of Quicken Classic it shows that Amazon is Connected.

Does anyone have any suggestions?

Retail Purchase Categorization Does Not Find Purchases

supecoop — Thu, 09 Jul 2026 18:59:00 +0000

I've run the setup and Amazon is linked but no purchases are categorized. When I look at the Dashboard no purchases are found even though multiple from Amazon.com*[a lengthy code) or Amazon.Mktpl*[a lengthy code). How do get the extension to pick up these purchases?

Retail Purchase Categorization for Edge

Jim Douthit — Thu, 09 Jul 2026 13:39:18 +0000

I am not finding this extension for Edge - only for Chrome

Retail categorization seems to be for only one account

compare stock charts — Thu, 09 Jul 2026 14:54:28 +0000

Retail categeorization is a great idea. However, my wife and I have separate Amazon accounts and the new feature only appears to be able to be linked to a single account. Am I missing something ? Alos I amn hoping you will be adding other retailers.

AMAZON plugin not downloading and categorizing

clark W — Thu, 16 Jul 2026 15:51:08 +0000

Only worked when I set it up but not since. I keep signed into Amazon and the CHrome extension seems right. The instructions say it should work during automatic update. Like the tool when it works.

THANK YOU for the new Amazon Plugin

SamWilliamson — Mon, 13 Jul 2026 12:03:19 +0000

I've been using Quicken since the late 80's, for personal finance and for multiple small businesses. My wife thinks I'm in love with Quicken, but I cannot remember ever being SO HAPPY with a new feature as I am with the new Amazon Plugin for categorizing various purchases.

If I wasn't in love before, I am now.

THANK YOU EVER SO MUCH QUICKEN!!!!

Retail Purchase Categorization

Greg Brown — Wed, 01 Jul 2026 12:05:53 +0000

So… it switched my categories. How can I 1.)Customize it's categories or 2.) revert categories to what they were before I ran this?

Retail Purchase Categorization upload fails

bstuba — Sat, 01 Aug 2026 13:43:15 +0000

I try to upload my categories but get "Category upload failed. Unable to upload your categories. Try again after some time." I have retried many times over the course of a week with no success. Please advise.

Amazon Retail Purchase Categorization and Whole Foods Orders

Carl Davidson — Mon, 03 Aug 2026 19:42:55 +0000

I've started using the new Retail Purchase Categorization feature with Amazon. While it seems to work OK for the most part, it does not recognize and categorize Whole Foods delivery orders placed through the Amazon web page. Has anyone seen this work? Is it a planned future feature?
Thanks.

Quicken version R68.31
Retail Purchase Categorization extension version 1.2.0

Amazon Download and Categorization worked great - Once!

tfhoughton — Fri, 31 Jul 2026 13:29:15 +0000

I followed the instructions. Installed the Chrome plugin. Logged into Chrome…and then magic happened - all of the recent Amazon transactions downloaded - and we have a lot of them. That was great on 07/18. It is now 07/31 and no other transactions have downloaded.

I did the Tools→Retail Purchase Categorization, Get Orders. Nothing……and Chrome is running with the Amazon account logged into…

This AM I did a logout/login on the plugin and the Get Orders downloaded transactions that OSU had not downloaded. Result: This one transaction from 07/31 that OSU did not detect, but no others from 07/19 to 07/30, and there have been at least seven.

I really want this feature to work as it should!

[Edited - Readability]

How do I complete the new Retail Purchase Categorization setup

rmross54 — Tue, 30 Jun 2026 17:12:25 +0000

I just installed new release R68.25 which included the Retail Purchase Categorization Tool. I've installed the extension in Chrome and logged into the extension in Chrome. I've set my Quicken user ID and the Dataset name.

But in Quicken, it says I have not completed the connection.

Setup error.png

Retail purchase setup.png

I am running Windows 11 Home version 25H2.

I have also tried restarting Quicken with no improvement.

Now what?

Is Quicken Mobile & Web required for Retail Purchase Categorizing?

System — Fri, 24 Jul 2026 18:02:04 +0000

This discussion was created from comments split from: Retail Purchase Categorization selects wrong database.

Amazon Purchase import

Lewis Bernstein — Tue, 21 Jul 2026 12:49:03 +0000

I started to use the New Amazon Purchase Import Function on my Windows 11 desktop in Outlook. It is really horrible and makes it even more difficult to know what Amazon has shipped to me. I want to disable it. Can someone please advise me how to get rid of it?

[Edited - Readability]

Tools > Retail Purchase Categorization freezes Quicken R68.31 Windows 11

John Ellis — Sun, 19 Jul 2026 22:13:19 +0000

I'm following the steps here:

https://info.quicken.com/win/using-retail-purchase-categorization

When I do Tools > Retail Purchase Categorization and do Get Started, the third screen says "Activate Categories":

When I click Continue or Cancel, Quicken just beeps at me. I let it sit for 30 minutes, no change.

I've made sure sync with the cloud is enabled and a sync successfully completed:

I've restarted the computer and tried again, no change.

Not seeing "Retail Purchase Categorization" option in Tools

cpa10house — Sun, 19 Jul 2026 22:20:23 +0000

I'm using Quicken Classic Premier Version R68.31 on Windows 11 Pro. The menu option described in this forum, and others, does not appear in my Tools menu.

Thank you!

Steve

Bug in Retail Purchase Categorization: old auto-fill appended to new data

Robert2413 — Wed, 15 Jul 2026 15:46:37 +0000

When I use Retail Purchase Categorization for my Amazon purchases, it appends the downloaded memo to a pre-existing, (very long) auto-fill entry. (To be exact, it is "Lysol Toilet Bowl Cleaner, Max Strength Bathroom Cleaning Suppli".) I can see the entire string (old+new) when I hover over the "memo" filed with my mouse. However, when I try to edit this manually to remove the first (bogus) part, it truncates the string so that I lose the new description entirely. The bug is that RPC should never bring up previous, obsolete auto-entries and concatenate them to the beginning of the downloaded "memo" string.

Is there any work-around for this?

Amazon Categorization should not use Hidden Categories

Bione — Fri, 10 Jul 2026 17:11:18 +0000

Over the past 20 years of using Quicken, some categories that I have used either have changed or become obsolete (ex. College Tuition for kids). I know I have many Personal Expense categories set as hidden, as they are no longer used. I did this so that if I went back and looked at some previous year, those transactions would not be in Everything Else.

It's too bad that Planning categories are not locked on an annual basis. So, is there a better way to get Quicken to ignore putting items in previous years' categories?

[Edited - Readability]

Link to Quicken Retail Purchase Categorization Plugin for Chrome not working

Ak — Sat, 18 Apr 2026 19:58:30 +0000

I am using Quicken classic for desktop on Windows. Step 1 for installing the new feature that requires a Chrome plugin gives a link to the Chrome web store but not the actual plugin. Upon searching for the plugin - it is not available in the Chrome web store. I have tried all troubleshooting steps. I am pretty sure it is not my Chrome or other settings. Does anyone know if the plugin is available and if so how to install it?