Quicken for Mac Premier 2019 Doesn't Categorize Well
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meadzie
Member ✭✭
I have used Quicken since 2004 and in recent years, the product has improved greatly. Up until about mid 2018, Quicken was really smart about transaction categories. It generally picks a good one to use that is accurate and if you have previously assigned a category, it learns and uses that category in the future. However, since mid-2018, Quicken does a poor job of this. I have to constantly look at the categories for repeat stores from the past and correct the latest downloads. Some team tried to improve category assignments, but in doing so caused it to stop learning what you wanted when you told it before. Please fix this. I'm sure that it wouldn't be too complex to get it back to where it was last year.
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Best Answer
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@meadzie Yes, if you browse or search this forum, you will see that this problem has been a source of complaint since sometime late last year. We believe that the developers made some under-the-hood changes to pave the way for new functionality they have promised to give users more control over auto-categorization, but for the moment, that means people are stuck with a system that isn't working very well. We don't know what's happening in the development labs, but from the hints they've dropped, I'd expect to see either the bugs or the new functionality addressed in the near future (e.g. next one or two updates this spring/early summer).Quicken Mac Subscription • Quicken user since 19935
Answers
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@meadzie Yes, if you browse or search this forum, you will see that this problem has been a source of complaint since sometime late last year. We believe that the developers made some under-the-hood changes to pave the way for new functionality they have promised to give users more control over auto-categorization, but for the moment, that means people are stuck with a system that isn't working very well. We don't know what's happening in the development labs, but from the hints they've dropped, I'd expect to see either the bugs or the new functionality addressed in the near future (e.g. next one or two updates this spring/early summer).Quicken Mac Subscription • Quicken user since 19935
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