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Category Not Saved when I write a check

When I write a check in the check writing option, I insert a category but the category is never saved in the register, I have to edit the transaction to get the category to stick. I found the same issue in a prior post to this board, but I could not find a solution, can anyone help me?

https://community.quicken.com/discussion/7257720/category-not-saved-with-check-payment

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited April 2020
    Hello @richard12815,

    Thank you for reaching out to the Community regarding your issue though I am sorry to hear that you are experiencing this.

    First, could you please provide which version release of Quicken you are running?
    Help > About Quicken

    It's possible that the payee name may be saved with multiple category options causing it to just default to one or not assigning any at all.

    You can check for this by following the steps below--
    1. Tools
    2. Memorized Payee List
    3. Find (one of) the payee(s) that you're experiencing the issue with
    4. Check if the payee has more than 1 line with different categories saved
    If so, delete each line with an undesired or unassigned category and keep the line that has the desired category saved.

    (See payee "Albertson's" 5 lines of saved categories illustration example below)



    Hope this helps!

    -Quicken Anja


    -Quicken Anja
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