Uncategorized right after categorizing when filtered

There are multiple occasions where I review and categorize a transaction(s). I immediately filter by uncategorized transactions and the ones I categorized are there. Its like it didnt save even when it shows it initially saved. Very frustrating.

The only think I can think of is I categorize these transactions when I have the "unreviewed" filter enabled.

Any help would be great.

Answers

  • Hello @pjack32

    Thank you for reaching out to Quicken Community. I apologize you are having this issue. I attempted to recreate this issue on my end but did so unsuccessfully. To better assist you could you provide a few more details, specifically a screenshot. This will allow us to take a closer look and a better understanding. 

    For instructions on attaching a screenshot click here. Please note that you may need to drag the image file into the response box. 

    Please elaborate and once we have more information we can move forward with diagnosing the issue at hand. 

    -Quicken Paloma