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Split Transactions within Memorized Transactions Not Working

I am using Quicken for Windows R30.14, Build 27.1.30.14. I noticed that my memorized payee transactions, which I have built up over several years, were not correct. When I looked at the list, maybe 80% now say they were last used on November12. I know this isn't correct. What I also noticed is that the memorized payee lists that had a split, it only lists the first category of the split as the entire transaction. For instance, if I went to the store and listed a transaction as a split with several categories, when I look at the memorized payee list, it only listed the first category as the entire transaction.

Today I entered a transaction with 5 splits (5 different categories). I clicked to memorize the transaction, which it did. However when I look at the memorized payee list, it does show as a split transaction but only the first category of my memorized split show up.

Every month I validate the file and have had no errors.

I am at a loss to figure out why this is happening. And I am not syncing the file so it appears to not be a problem with what is in the cloud.

So basically the memorized payee transactions are useless.

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Ron said:
    I am using Quicken for Windows R30.14, Build 27.1.30.14. I noticed that my memorized payee transactions, which I have built up over several years, were not correct. When I looked at the list, maybe 80% now say they were last used on November12. I know this isn't correct. What I also noticed is that the memorized payee lists that had a split, it only lists the first category of the split as the entire transaction.

    That's almost certainly a result of a EWC sync of some sort.  Happened to me on 11/14 and probably 80% of my memorized payees had a last used date of 11/14.  I also noticed that many of the memorized transactions had no Category listed at all, even if the original memorized payee had no splits.
    Since I have only one Account that uses EWC I've made sure "Sync" is off and have made sure that Account is no longer connected.
    It seems like the The Hippocratic Oath of an accounting program should "first, do no harm to the data."  This appears to be a case where that oath was violated.
  • Ron
    Ron Member ✭✭
    Thanks for the advice. I'll turn sync off and do manual downloads from my banks and see if that does anything. I've got a problem with syncing with my banks recently anyway and still haven't figured out why that isn't working as well.

    As a retired systems analyst I used to drive myself crazy checking out any new systems update before it was released. Having used Quicken for 20+ years it seems like their quality control is very lacking in the recent years.
  • How do I turn off sync? All my memorized transactions have lost the category splits. Including old transactions entered weeks ago. I have restored from a recent back up, but the Payee list has no splits now.
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello @jerryhatton1021

    Thank you for the question, although I apologize that you have not received a response.

    Please go into the One Step Update Settings and see if you have the option to "Sync to the Quicken Cloud" checked.



    If this is checked, please uncheck this option and see if this prevents further issues.

    Please let me know how it goes!

    -Quicken Tyka
    ~~~***~~~
  • Ron
    Ron Member ✭✭
    Thank you. I will give it a try.
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