Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Latest Mac release downloading as "Uncatagorized" transactions it used to categorize properly

  1. Latest Mac release downloading bank transactions as "Uncatagorized" that it used to categorize properly.
  2. When I click on Category, it shows a choice of "Uncatagorized" AND the correct category it previously used!

Best Answer

Answers

  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello Robert,

    Sorry, you're experiencing this trouble after an update.

    I would start by restoring a back up prior to the update.

    https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    There should be a back up that was saved automatically prior to the update.

    I have included an image below, for full steps please see the link above.



    Let us know if the issue persists in the restored file.

    -Quicken Tyka
    ~~~***~~~
  • Robert Anderson
    Robert Anderson Member ✭✭
    Backup folder has only three .qdfm files, latest is January. If I restore that I’ll have lost 100’s of credit card and bank entries since then.
    How would a problem in the data file cause only a mis- or un-categorization on downloads, while everything else seems to be working fine?

    Incidentally, I’m using Quicken Premier 2019 for Mac Version 5.11.0 and running on macOS 10.14.5

This discussion has been closed.