All downloads for the past 2 years have had the same category automatically assigned to it. How do

Are there really any humans running Quicken?

Best Answer

  • splasher
    splasher SuperUser ✭✭✭✭✭
    Answer ✓
    I'd look at your Memorized Payees to make sure that they don't all have that same category.
    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Insults don't get your questions answered.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • splasher
    splasher SuperUser ✭✭✭✭✭
    I run/use Quicken and I consider myself to be a human.  I also don't expect Quicken to run on auto-pilot, it needs to be tended like a garden.  I review EVERY downloaded transaction before it is entered into a register.
    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list
  • Thanks for the reply, but that doesn't answer the question. Why did Quicken start categorizing every transaction in the same category, and what can I do about it? I do review each transaction, but I still have to manually change every transaction's category. How can I prevent Quicken from assigning the same category to every transaction. It's only been a problem for the past two years.
  • splasher
    splasher SuperUser ✭✭✭✭✭
    You haven't told anything about your setup.  Which edition, which release, how are they downloaded/imported?  Without information, nobody can even guess at what your issue might be.
    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list
  • Thanks Splasher, the checking is downloaded from Wells Fargo. They just come in as "check" so I have to resolve those with our bank statements. I'm assuming that's a Wells Fargo problem, but I'm not sure. However. the categories are all labeled the same. The same problem exists with my Citi credit card, with the categories all being the same. Every year we update to the new Premier version of Quicken. We just did that. The problem started about 1 1/2 to 2 years ago. We're running Windows 10 Pro
  • splasher
    splasher SuperUser ✭✭✭✭✭
    Answer ✓
    I'd look at your Memorized Payees to make sure that they don't all have that same category.
    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list
  • Thank you Splasher, that's a big help. The problem seems to be that when the downloads come in, they will start coming in with a different name eg United versus UNITED. I will go through the list and rename those that are in that category. I have a couple of further questions: #1 What do the columns "lock" and "show on" in the memorized category list signify, and how do I work with them? # 2 I have been going through the register and changing all the categories that are incorrectly named by doing a search and then an edit. In the past, when I start typing, for example, a check number with "E" it autofills "EFT". It no longer autofills. Is there a function to turn on to help with that? Thank you again for taking the time to help.
    Ken
  • splasher
    splasher SuperUser ✭✭✭✭✭
    edited January 13
    Lets get some terminology correct first.  There is no "memorized category list", it is the Memorized Payee List.  Hovering on the column headers of those two columns should pop-up a definition of them, but I'll repeat them here for clarity.
      
    If you don't lock a Payee and you have memorize payees turned on, when you use that payee in the future, either another will be created if something other than amount is different or the amount will be changed in the memorized payee.
    Renaming Rules can and will have an effect here also such that if you have one or several that are too loose, they can rename just about anything into a memorized payee.
    Not being able to see exactly what is happening with your data file and imports, it is hard to diagnose.

    As far as #2, in Edit->Preferences:  This might be your issue.

    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list