Downloaded transactions not keeping the category labels I set
msrw
Member ✭✭
For the past month or so, when I download a transaction from a credit card or bank, Quicken Mac labels the category as “uncategorized.” So I then change the category to what it needs to be and discover later that the category change I made has reverted back to “uncategorized.” This seems to be happening regardless of whether I check the Quickfill rule for that transaction or whether I don’t. Anyone have any thoughts on this? To me it appears to be a bug rather than user error. Thanks.
1
Best Answer
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Hello @msrw,
Thank you for providing the requested information!
Typically, Quicken does not recommend storing your data file, or installing Quicken itself, in any remote location. This can cause data damage and file corruption.
I suggest restoring from a backup file that was created before the issue began to occur, making sure to save the restored file to the local hard drive of your Mac PC (as opposed to iCloud) to see if the issue persists after doing so.
https://www.quicken.com/support/how-backup-or-restore-your-quicken-data
This Support Article has a bit more details on what is recommended for Quicken when it comes to cloud-based storage locations.
I hope this helps!
-Quicken Natalie
5
Answers
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The other point I guess I should mention....when I change the “uncategorized” transaction back to what I had set it at the second time it never reverts again to “uncategorized."1
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Hello @msrw
Thank you for taking the time to visit the Community to report this issue, although I apologize that you haven't received a response.
I have a few questions to better help me better understand what could be happening.
First, please navigate to Quicken > About Quicken and provide the year and release that you are running.
Next, can you verify where the data file is stored?
This can be located by holding the "Control" key on the keyboard and clicking the file name along the top in Quicken.
In this path, do you see any mention of Dropbox or iCloud?
If the active file is stored in a cloud drive, this can cause the behavior that you have described.
Please let me know so we can get to the bottom of this!
-Quicken Tyka
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Hi Tyka,
Version 5.17.5 (Build 517.34953.100).
The file is stored on iCloud.
Is there a solution to this? I’ve been storing my quicken file in a cloud account for a few years and the category reverting back to uncategorized appears to be something new.
Thanks,
msrw0 -
Hello @msrw,
Thank you for providing the requested information!
Typically, Quicken does not recommend storing your data file, or installing Quicken itself, in any remote location. This can cause data damage and file corruption.
I suggest restoring from a backup file that was created before the issue began to occur, making sure to save the restored file to the local hard drive of your Mac PC (as opposed to iCloud) to see if the issue persists after doing so.
https://www.quicken.com/support/how-backup-or-restore-your-quicken-data
This Support Article has a bit more details on what is recommended for Quicken when it comes to cloud-based storage locations.
I hope this helps!
-Quicken Natalie
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