Never adds a category!

Don Awalt

Mac version works way different, and worse than Windows version in this case - I don't manually enter credit card charges, I just let them download and review them. Windows version attempts auto categorization, Mac NEVER does. It always is "Uncategorized", and then I have to manually type in the category - and it never learns from that. I have deleted most of the standard categories and use my own, is that why? This is really a pain having to always add categories, on Windows it's correct 90% of the time and seems to learn once I correct a category. Is anything planned to fix this? Thanks.

jacobs

Don Awalt said:

I have deleted most of the standard categories and use my own, is that why? 

In a word, yes. Quicken knows how to auto-categorize with its own categories; it doesn't know how to categorize to categories you create.

John_in_NC

Some people have complained of this (and they DO have the preference selected to categorize transactions):



Now, I don't let Quicken download all my transactions: I manually enter and let the downloads match so I don't have to clean things up. But, in the cases where I simply have taken a downloaded transaction, it comes through with a category (or since updated one.) And, none of those default categories are in my list, either.

I questioned if this was related to Mobile, but I have no way to test that. You could at least try resetting the cloud data in preferences to see if this improves things. But, you should be getting categories. 

Don Awalt

Thanks for the reply @John_in_NC. I have that setting set too. I do not use Mobile, I have it turned off, so I assume that can't be an issue? I wish I knew why this never works...

jacobs

Don Awalt said:

I have deleted most of the standard categories and use my own, is that why? 

In a word, yes. Quicken knows how to auto-categorize with its own categories; it doesn't know how to categorize to categories you create.

Robert Anderson

Prior release auto-categorized common entries that I had previously manually categorized. Now almost everything comes back Uncategorized.  HOWEVER, when I click on that, it shows the alternative correct Category as an option that I have to click on. If it already knows that much, it should categorized it correctly to begin with.