Category/Class not prefilled for Online Payees in Register

Geoff Stuart

Quicken no longer queries Memorized Transactions to preload Category/Class for Online Payees. I now have to enter Category/Class manually for all Online Payments.

(1) If I enter a pmt in the register and enter "Send" in the Check# column, Q only looks at online payees (as visible in the drop-down). If the same OP is in the OP List and in the Mem Txn list (because I have previously memorized the Category/Class), Q ignores the Mem Txn, and only selectes the OP. Then I have to manually enter the Category/Class.

(2) If I enter a pmt in the register and enter "Next Check Num" in the Check# column, Q brings back both OP's and Mem Txn's, but if I select the Mem Txn, Q enters the Category/Class from the Mem Txn but does not process it as an Online Payment. If I select the OP entry, I don't get Category/Class prefilled.

How do we get pre-filled Category/Class entries for Online Payments? These fields don't exist in the OP List dialog. Hitting Ctrl-M after filling them manually on a transaction only saves the info in the Mem Txn list, so the next month I have the same problem. My recall is Q used to bring in both the payee info and Category/Class when I selected a payee from the drop-down. Am I incorrect on this?

Thanks,
Geoff

Quicken Anja

Hello @Geoff Stuart,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

If you haven't already, I suggest that you try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.

Validate: 

1. File
2. Validate and Repair File...
   
3. Validate File
   
4. Click OK
5. Close the Data Log
   
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

Super Validate:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
   
3. Super Validate File
4. Click OK
5. Close the Data Log
   
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

I hope this helps!