Jan Ingle said: Quicken for Windows. My memorized payees are not auto populating the category, which is what I use them for. I have a number of memorized payees for payments. Example: Fresh Thyme Market auto categorizes to Grocery. My payee list has not changed. Not sure if it's related...but this problem cropped up after a recent Quicken update where my downloaded transaction preferences were changed. I needed to go in and uncheck some boxes on those preferences. Any ideas to fix? Thanks.
You may then add your non-Charles Schwab affiliated accounts in the newly created data file by choosing your financial institution and entering your credentials as prompted. I am curious whether or not these issues continue in this data file.
I hope to hear back from you about this.
Thank you,
Jan Ingle said: Those two items are already checked.
Jan Ingle said: I had one transaction to download from my credit card today. The payee was Turnstyle Consignment, which I had in my payee list to categorize to Clothing. Initially, the category did not populate. I noticed that the actual payee name was Turnstyle Consignment S Richfield MN. I edited the name of the payee in the Memorized Payee List to the longer name and it then worked. I don't remember it needing an exact match before, as long as the first few words of the payee matched. Is there a setting for this? Also, I noticed that the payees in my register are all capitalized, since around June 9. Prior to that, they were not. I found the setting for capitalization in the data entry preferences. Could the capitalization have caused a mismatch or just a coincidence?
Jan Ingle said: Actually, the capitalization is on every letter of the payee name in the register, not just the first letter. This started around June 9th. See attached. I will keep monitoring things.
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 the situation on your computer, to determine the nature of the problem and to figure out how to fix it. They need to review a download log file to see what's really being downloaded.
Quicken Support:
Jan Ingle said: I misspoke earlier. When I added the additional columns that you suggested in my transaction register, I didn't notice where the new columns had inserted themselves and I misread them. There ARE values in the downloaded payee column. They match the value in the payee column for the most part. I don't have any values in the downloaded memo column.
Jan Ingle said: I found the solution to my original problem, which was the memorized payees were not populating into the category field. The check box was somehow unchecked for automatically categorize transactions on download. See attached image. After I rechecked this box, the problem was resolved. I can only guess the check box was unchecked during a system update that occurred around the 5th-9th of June. Enabling renaming rules didn't have any affect on the original problem. Thanks.
