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BUG - Category merge not visible in drop-down menu

MSStateDawg

@kjz posted this issue at:
https://community.quicken.com/discussion/7861032/category-merge-bug

Their post was subsequently closed by @Rocket J Squirrel because they couldn't reproduce the problem. I have reproduced the bug and the workaround that @kjz provided also worked for me.

In the Category List, when I right-click on a category that is IN USE the option to merge is not in the drop-down menu. When I select Delete, then choose "No", then right-click on the category again then the Merge option appears.

I am using Windows 10 (fully updated) and Quicken Deluxe year 2020, version R31.5, Build 27.1.31.5.

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Accepted answers

Chris_QPW

Now that you have added the new information about starting with Quicken with the usage column off, I can reproduce the problem. That will certainly help in getting fixed because the developers should now be able to reproduce the problem.

And I agree that what seems to be the problem is that the displaying of this column isn't just affect the display. Turning it on or off decides if Quicken is going gather the information about the usage or not. Given then "not" then in fact Quicken doesn't have enough information to decided what menu to display in this case.

Quicken Jeff

Thanks for bringing this to our attention. I have reported this to the Quicken product team (QWIN-18647).

All comments

Rocket J Squirrel

Cris Williams said:

Their post was subsequently closed by @Rocket J Squirrel because they couldn't reproduce the problem.

False. I'm a user and I can't close threads. Only moderators & administrators can close threads.

UKR

I assume that the original post by @kjz was closed by a moderator due to lack of response.

In my Category List, the right-click popup responds correctly depending on the Usage count and whether I click on a subcategory, a parent category, a built-in undeletable category.
@Cris Williams ,
can you please attach some screen image snapshots of the Category List plus the popup menu, to show your situation? Be sure to have the Usage count column enabled in the Category List.

MSStateDawg

> @Rocket J Squirrel said:
> False. I'm a user and I can't close threads. Only moderators & administrators can close threads.

Apologies. I made the assumption you were a mod.

MSStateDawg

> @UKR said:
> I assume that the original post by @kjz was closed by a moderator due to lack of response.In my Category List, the right-click popup responds correctly depending on the Usage count and whether I click on a subcategory, a parent category, a built-in undeletable category.
> @Cris Williams ,
> can you please attach some screen image snapshots of the Category List plus the popup menu, to show your situation? Be sure to have the Usage count column enabled in the Category List.

I believe I have found the source of the bug. When you first open Quicken and the Usage column is not displayed in the Category List, the issue occurs for any category that you know are in use.

Once you do the "select Delete/decline Delete" workaround on one category, the issue no longer occurs for any category as it appears Quicken has loaded the usage counts for all categories into memory at that point.

Turning on the Usage column makes the problem go away entirely.

So, it would appear that the problem can be fixed by either forcing a memory load of all category usage counts upon Category List screen load, or, force the Usage column to be displayed at all times. But, I'm wagering that was not done so due to the performance hit associated with gathering those counts each time the screen is displayed.

Chris_QPW

Quicken Jeff

Thanks for bringing this to our attention. I have reported this to the Quicken product team (QWIN-18647).