Changing categories (Q Mac)

charlimcghee

For the past few months, my program has been changing my categories. After I download, I add/correct to the appropriate category, hit "reviewed". And, later I see that it has either gone back to the original -wrong- category added by Q or it is listed as "uncategorized." Extremely frustrating.

John_in_NC

Hi, charlimcghee:

This can be caused by a mismatch of your Cloud account and data file-especially if you use Mobile. A reset of your Cloud database should help. No data will be lost, you will simply upload a fresh copy of data from your desktop:

Launch Quicken, and from the menu, choose: Quicken:Preferences:Connected Services. In that dialog box, click on the option to Reset Cloud data. 


Make any changes/corrections to your categories as needed. Upon your next sync(s), those changes should be preserved.

vlnielsen

How do I do this from my PC for Quicken for Windows?

charlimcghee

Thanks. Turn out there WERE some "renaming rules" that needed to be corrected.