Transfer accounts dropping from memorized payees

There was an previous post that was closed for the same thing with no resolution

Problem I've been seeing since last fall; memorized transaction losing split info. At first losing more parts of the transactions in the spilt now the only potion of the spilt lost are transfers to another account

I only have two Mortgage and paycheck

This is reproducible: First fix the memorized transaction, use it - works, exist Quicken and open again check transaction results still OKAY. Perform UPDATE then check transaction - all transfer in the memorized transaction are gone

Quicken Premier version: R32.12 Build 27.1.32.12

Answers

  • Spider223
    Spider223 Member ✭✭
    edited April 18
    [Removed-Violation of Community Guidelines] Turn off your sync to mobile option, and that should take care of your Quicken problem, though it WILL NOT sync with Quicken Mobile. I am guessing that when it syncs to the cloud, where your mobile app gets it's data, Quicken then syncs the information back to itself from the cloud, and somewhere in the transition, it loses the memorized transaction categories for transfers from one account.

    In the following example of a memorized transaction:
    -----------------------------------------------------------------
    Category Memo Amount

    Salary Salary $476.28
    Tax:Fed Federal Tax -52.43
    Tax:State State Tax -20.24
    Tax:Soc Sec Social Security -29.53
    Tax:Medicare Medicare -6.91
    Tax:City City Tax -2.38
    [BANK SAVINGS] Savings Account -50.00
    -----------------------------------------------------------------
    After a Sync with Mobile sync enabled, you can look at the same transaction and it will have lost the category "[BANK SAVINGS]"

    -----------------------------------------------------------------
    Category Memo Amount

    Salary Salary $476.28
    Tax:Fed Federal Tax -52.43
    Tax:State State Tax -20.24
    Tax:Soc Sec Social Security -29.53
    Tax:Medicare Medicare -6.91
    Tax:City City Tax -2.38
    Savings Account -50.00
    -----------------------------------------------------------------

    Also, when looking at your memorized transactions before and after, any Memorized Transactions that had a category, in a split, or by itself that was an internal Quicken transfer category (The ones that direct to a specific account, ie: [SAVINGS], [VISA], [VACATION], [ROTH], etc...) are all gone. If you redo your entire Memorized Transaction list to include the specific categories, they will stay there, until the next time you sync with the Mobile Sync enabled, and they will all go away again.
    [Removed-Violation of Community Guidelines]
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