Quicken not remembering name/category (Q Mac)

Avi Dee

I eat at a place called "Sticky's Finger Joint" weekly and charge it to my credit card. Every time I sync up with my bank (Chase via Quicken Connect), it shows up as payee "Fingers" with category "Furnishings". I rename it to "Sticky's Finger Joint" with category "Food & Dining:Restaurants". And I save it.

And the next week it downloads incorrectly, and I fix it. The week after that it downloads incorrectly, and I fix it. This has happened like 10 times now and shows no sign of stopping.

They *all* show up with FI Payee of "TST* STICKY S FINGER JOIN" so Quicken should learn that they're the same, and should learn that my rename should be done to all of them. In my Payees list, there are no hidden "Fingers" entries.

Any thoughts on how I can make Quicken name things correctly?

jacobs

Quicken Mac doesn't "learn" from renaming entries you've downloaded. And you've discovered this.

There's one thing it's supposed to do that you can try. Manually enter a transaction for Sticky's Finger Joint, categorized the way you want, with the dollar amount and date of your next transaction. Then download from your credit card company so you know have your manual transaction and the downloaded duplicate. Drag the manual one over the downloaded one, and it should retain the name and categorization of your manual transaction as it combines the two transactions into one. The next time you download from the same Payee, it should remember the renaming and categorization from that merge. But it may not; something was broken in the code a few months back, and it doesn't work as reliably now as it once did.

Now the good news. The product manager has said they are working on building user-definable/editable renaming rules into the program, along the lines of functionality that exists in Quicken Windows. We don't know when this functionality will appear, but his comments indicated sooner rather than later. The next update is likely to be out soon, so maybe...

jacobs

Quicken Mac doesn't "learn" from renaming entries you've downloaded. And you've discovered this.

There's one thing it's supposed to do that you can try. Manually enter a transaction for Sticky's Finger Joint, categorized the way you want, with the dollar amount and date of your next transaction. Then download from your credit card company so you know have your manual transaction and the downloaded duplicate. Drag the manual one over the downloaded one, and it should retain the name and categorization of your manual transaction as it combines the two transactions into one. The next time you download from the same Payee, it should remember the renaming and categorization from that merge. But it may not; something was broken in the code a few months back, and it doesn't work as reliably now as it once did.

Now the good news. The product manager has said they are working on building user-definable/editable renaming rules into the program, along the lines of functionality that exists in Quicken Windows. We don't know when this functionality will appear, but his comments indicated sooner rather than later. The next update is likely to be out soon, so maybe...

Avi Dee

Oooooooooooookay.

I will give that a try, but 1) that's really kinda crazy, and 2) where in the world is it getting the "Fingers is a furnishings store" in the first place?!

If this doesn't work, I guess it's time to turn off the "Automatically improve the quality" checkbox.

Thanks for your help.

Avi Dee

> @jacobs said:
Manually enter a transaction for Sticky's Finger Joint, categorized the way you want, with the dollar amount and date of your next transaction. Then download from your credit card company so you know have your manual transaction and the downloaded duplicate. Drag the manual one [...]

FYI, when I did this (Version 5.11.0 (Build 511.25626.100)) I didn't get the manual and the downloaded duplicate. I got only the manual one, marked as "cleared".

The inspector has a matching status of "Matched (auto)" for this one rather than "Downloaded". I'll let you know how this goes.

Avi Dee

And… Nope.

Updated to Version 5.11.1 (Build 511.25673.100) but even that version, after last week’s match, is still insisting on “Fingers” and “Furnishings”.

This is disappointing.