"Never auto-categorize" stopped working in v27.28

MassMediocrity
Quicken Windows Subscription Member ✭✭
I have a handful of payees set to never auto-categorize in my memorized payee list. Since my copy of Quicken patched to v27.28 this week, every time one of those payees has a transaction download, the transactions get suggested categories and my memorized payee record is overwritten with any categorizations it suggested, as if it is the first time the payee has appeared. I deleted all but one record for affected payees, cleared the category, checked the never auto-categorize and lock boxes for the record. Next download, it was overwritten again.
Has anyone else experienced this? I reported this to support but they said that my file was probably damaged, but I suspect this was a bug introduced in the latest patch.
Has anyone else experienced this? I reported this to support but they said that my file was probably damaged, but I suspect this was a bug introduced in the latest patch.
0
Answers
-
Hello @ MassMediocrity
Thank you for bringing this issue to the Community, though I’m sorry you’ve not yet received a response. I am curious, even though the download process did not stay in compliance with the selections in the Memorized Payee List to NEVER AUTO-CATEGORIZE, following the download, did you notice that the NEVER AUTO-CATEGORIZE option was still checked?
For this situation I will suggest running a Validate and Repair: FILE > FILE OPERATIONS > VALIDATE AND REPAIR. If you notice that this did not resolve the issue, restore a backup of a previous file dated before the recent upgrade.
Please let us know how it goes.
Thank you
- Quicken Diana
0 -
Validate and Repair found no issues.
> @"Quicken Diana" said:
> even though the download process did not stay in compliance with the
> selections in the Memorized Payee List to NEVER AUTO-CATEGORIZE, following the
> download, did you notice that the NEVER AUTO-CATEGORIZE option was still
> checked?
No, that is what I was referring to when I mentioned that the records are "overwritten". Bot the NEVER AUTO-CATEGORIZE and LOCK options become unchecked for the memorized payee list entry. This appears to be the underlying problem and is where I suspect there is a bug. Those options are being updated where they should not be.0 -
I did find some additional information on this issue. It is not a download is causing the options to become unchecked, rather it is a cloud sync action (my one-step update includes a cloud sync). I noticed that when I did a cloud sync on it's own, some of my memorized payees had their settings change, but it appears to be limited to the check boxes.
I tested this by modifying a payee record's amount and memo fields and checking the lock and never auto-categorize options. When I synced, the boxes became unchecked, but my amount and memo changes persisted.0
This discussion has been closed.
Categories
- All Categories
- 6 Product Ideas
- 27 Announcements
- 187 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 727 Welcome to the Community!
- 601 Before you Buy
- 1.2K Product Ideas
- 49.6K Quicken Classic for Windows
- 15.3K Quicken Classic for Mac
- 982 Quicken Mobile
- 772 Quicken on the Web
- 72 Quicken LifeHub