Added category seems to work but when Quicken is re-opened, it's gone.

When I add a category, everything seems fine. But when I close Quicken and then reopen it, the category is not in the category list, and all the instances of it in the transaction lists are gone. Previously, this was not a problem.

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    HOW are you re-opening Q?  Are you sure that you're opening the same (now updated) file and not the immediately preceding file?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • pash01
    pash01 Member
    I'm sure it's the updated file. After adding the category I added a transaction and assigned the new category to it. I then closed Quicken and rebooted the computer. When I reopened Quicken, the new transaction was there but the category field of the new transaction was blank and the added category is no longer in the category list.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Please answer what I asked.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    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.
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