Quicken not remembering name/category (Q Mac)

This is a followup to https://community.quicken.com/discussion/7855485/quicken-not-remembering-name-category-q-mac which I asked three months ago. I was waiting for an update to Quicken; it hasn’t helped.

I regularly visit a restaurant called “Sticky’s Finger Joint”. It registers on my CC bill as “TST* STICKY S FINGER JOIN”. Every time I did a download it would show up as a payee “Fingers” with a category “Furnishings”, and I had to update it. I posted that other question.

I was told that an upcoming version of Quicken would have custom renaming rules. And the new version did! So I set up a renaming rule that says:

Rename to: Sticky’s Finger Joint
If: Statement name contains
Condition: [TST] [STICKY] [S] [FINGER] [JOIN]

That has solved the naming problem. However, the entries are *still* coming in as the category “Furnishings”. I disabled “Automatically improve the quality of downloaded payee names and categories”. That didn’t help.

Seriously. Quicken can see literally dozens of entries with a statement payee name of “TST* STICKY S FINGER JOIN”. It can see that EVERY. SINGLE. TIME. I rename it and set a category. When it downloads a new statement entry, where in the world is it coming up with this bogus category? How can I make it stop wasting my time?

Best Answer

Answers

  • Avi DeeAvi Dee Member ✭✭
    My particular question is: Where is it getting this “Fingers”/“Furnishings”?!? I’ve turned off the “Automatically improve the quality” checkbox. I literally do not use the “Furnishings” category anywhere. I have never willingly used the “Furnishings” category.

    There is a part of me that wants to go spelunking in my data file with a SQL browser and/or analyzing the Quicken code to figure out myself what’s going on.

    Thanks for linking the thread. A part of me wonders how corrupt my Q19 file is because I upgraded from Q07, and will I continue to have problems forever because I’m an old customer.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    As I understand one of the replies from Marcus, we Quicken 2007 upgraders will be in better shape once they complete the work they are doing to create functionality around memorized transactions. In theory, it sounds like Quicken 2007, but better. But who knows… until we see the released product. Meanwhile, I continue to believe there's a bug in the code that is preventing Quicken 2019 from working as it's supposed to with existing Payees, and I'm hoping that might be a quicker thing for them to fix… if they figure out what's going on.
    QMac 2007 & QMac Subscription • Quicken user since 1993
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