Memorized Payee List Category Deletion

Centrespike

My memorized payee list keeps deleting the categories specifically for payment accounts. I memorize a payee for a credit card, then when I type that card in for a transaction it does not auto fill. I go to the MPL and it shows my memorized transaction minus the category which is my credit card account. This happens every day to the point I just gave up no matter how many times I correct the MPL manually. It's just irritating since Quicken is all about automation. Thx

Sherlock

Before attempting to restore a Quicken file backup (or open an earlier copy of the Quicken File), I suggest deleting the Quicken Cloud dataset (aka cloud account) associated with the Quicken file.  Note: You need to open another Quicken file to delete the appropriate cloud account.  You may want to review: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

This other Quicken file needs to have a distinct file identifier so that we may delete the cloud account associated with the original Quicken file.  For example, you may create a new Quicken file (select File > New Quicken File...) without any accounts, enable sync in preferences so you may view and delete the cloud account associated with the original Quicken file. 

This is necessary because when we open or restore an another version of the Quicken file with the same file identifier, Quicken is not resetting the cloud accountappropriately at this time.  I hope they will let us know when they have addressed this issue, but for now before opening another Quicken file that has the same file identifier embedded, delete the cloud account.  

Note: Only File > New Quicken File... generates a distinct file identifier.  All other forms of creating Quicken file, copy the embedded identifier from another file.

UKR

@Centrespike

have you checked that all your settings related to memorization and recall in Edit / Preferences / Data Entry & Quickfill and Downloaded Transactions are enabled?

Are you manually creating a new transaction or are you expecting the accept process for downloaded transactions to automagically find and use the correct MPL entry?

Centrespike

Sherlock, are you saying that my cloud Quicken MPL is overwriting my desktop Quicken MPL? I do not use cloud Quicken nor do I ever sync to the cloud.

UKR, yes all my pref are set correctly. My MPL captures regular transactions like if I buy a pair of jeans at the GAP, they will stay with the proper category forever. It's just my financial accounts that do not stick.

thx

Frankx

Hi @Centrespike,

I suggest that you do some troubleshooting on your Quicken datafile. First, make a backup of your datafile.  Then follow the instructions located in this LINK.

Let me know how that goes.

Frankx

Sherlock

Centrespike said:

Sherlock, are you saying that my cloud Quicken MPL is overwriting my desktop Quicken MPL? I do not use cloud Quicken nor do I ever sync to the cloud.

UKR, yes all my pref are set correctly. My MPL captures regular transactions like if I buy a pair of jeans at the GAP, they will stay with the proper category forever. It's just my financial accounts that do not stick.

thx

Quicken does synchronize some data in a Quicken file with a cloud account even when we have never enabled Sync and have never selected any accounts to be sync'd.  

Centrespike

Turned cloud sync off and that solved my problem, thanks!!!