Too many uncategorized transactions

Unknown

Unknown

did you check your memorized payee list? 

Unknown

They are in my memorized payee list.  One or two weeks ago it worked just fine.  Why would Quicken not automatically recognize things like Cracker Barrel, Taco Bell, etc. as restaurants?  It did in the past.

UKR

Unknown

UKR

Yes settings are in effect.

No not automatically accepting downloaded transactions into registers

You said: "No not automatically accepting downloaded transactions into registers"

... then how is it possible that you have uncategoized transactions sneaking into your registers?
Are you not reviewing each downloaded transaction and making corrections in the new transaction line as needed, BEFORE you click Accept?
Or are you just clicking "Accept all" and hoping for the best?

Unknown

Yes settings are in effect.

No not automatically accepting downloaded transactions into registers

I am not doing anything different than I have the last several years.  Just recently there were a lot of uncategorized transactions showing up for things that obviously belonged in certain categories.  

Jim_Harman

Tom Young

Yes settings are in effect.

No not automatically accepting downloaded transactions into registers

When you look at your memorized payee list are the correct Categories shown there?  And is there only ONE entry on the memorized payee list for each of these fine dining establishments?

Quicken doesn't "recognize" those names as restaurants; it's just not that smart.  What it tries to do is find that memorized payee in your memorized payee list and if it does it grabs it and whatever Category is memorized in that list and slots it into your register.

The "renaming rules" also come into play here so you might want to take a look at those, too. 

All you're dealing with here is pretty simple programming so you've got to be the "smarts" in the process.  Quicken, generally, will warn you if you're posting a transaction that's not Categorized so it should be obvious to you when you're about to accept a transaction that it's not going to be Categorized.  But if somewhere along the way you've turned that warning off and are just reflexively clicking "Accept", that's how you get a bunch of uncategorized transactions into your registers.

Unknown

As per usual the user is at fault.  As I said, I have used Quicken for years and this has not happened before.  47 uncategorized transactions and I normally have three to five per month?  Yes it has happened before, just do a search for "uncategorized transactions".  I think it happened when I upgraded.

Jim_Harman

As per usual the user is at fault.  As I said, I have used Quicken for years and this has not happened before.  47 uncategorized transactions and I normally have three to five per month?  Yes it has happened before, just do a search for "uncategorized transactions".  I think it happened when I upgraded.

We are trying to help you and there may well be a problem with the new version of Quicken, but it is hard for us to tell where things are going wrong or recommend a solution because we are not experiencing this problem.

Please use the Windows Snipping tool to save images of your settings at Edit > Preferences > Data Entry and Quickfill and also Edit > Preferences > Downloaded transactions and post them here using the camera button below (not the video camera).

Pick a payee that is not being categorized now.
Do you have a renaming rule for this payee?
Is the payee in your Memorized Payees list with the correct category?
Is the "Never auto categorize" box checked for this payee?
Is your chosen Category still in your Category list?

Also the next time you get a downloaded transaction for one of the payees that has not been categorized in the past, please list out the exact steps you go through to review and accept it, including any manual or automatic renaming that takes place.

If there is a problem with your settings or with Quicken itself, this information will be essential in identifying it.

Thanks.

Jim_Harman

Tom Young

Beijing Mac

Jim_Harman

They are in my memorized payee list.  One or two weeks ago it worked just fine.  Why would Quicken not automatically recognize things like Cracker Barrel, Taco Bell, etc. as restaurants?  It did in the past.

All your examples are fast food restaurants. Are these transactions that were previously categorized correctly in your register and now existing ones have no category, or is this new transactions as we have been assuming below?

If it is existing ones, that is a clear indication that the previously assigned category was somehow deleted or changed in a way that Quicken no longer recognizes it.