Quicken 27.1.31.12 displays accounts in category drop down for USAA DL entries

Since the latest update, Quicken for Windows displays an account list in the category drop down for any downloaded entries for USAA. It works normally for manual entries.

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭

    Sometimes a picture is worth a thousand words …
    Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
    https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

    https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

    Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.


  • coldje
    coldje Member
    Once the category is selected in the entry, it doesn't happen. When I DL entries from USAA, when selecting a Category, what pops up is an account list. It works properly with other banks.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Add the Check # (in checking account registers or Reference # for other account types) column to your account register.
    I suspect that the new transaction you're trying to enter has "TXFR" in the Check # field. And that's why you only see a filtered Category list of transfer-to accounts and not the whole category list.
    Remove the TXFR and you'll be able to properly select categories again.
    Review the Memorized Payee List (MPL). The Payee Name you're trying to use may have been memorized as a transfer transaction. Review and edit the MPL entry to fix that.
  • coldje
    coldje Member
    There's nothing in the Check# field for all of the DL transactions. This ONLY happens for USAA bank DL transactions. I don't think the MPL is involved. It's an issue specifically with USAA bank.
  • UKR
    UKR SuperUser ✭✭✭✭✭

    If you haven't done so already, I'd say it's time to call Quicken Support on the phone and request help.  Let them do a screen share session with you to review a download log file on your computer, to determine the nature of the problem and to figure out how to fix it.

    Quicken Support:

    • The phone number can be found at the support website.
    • If you are eligible for Premium Support (purchased separately or included as part of your subscription to Quicken 2018+ Premier or HB&R) call the number that can be found at the top of your My Account page at https://www.quicken.com/my-account  (US) or https://www.quicken.com/canada/my-account (Canada) next to "Quicken Premium Support"  when you log in with your Quicken ID.
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