Quicken is having category issues

JulieT

I'm trying to set up my 2023 budget and the categories in the Planning Budget screen appear and then disappear. I tried shutting down and restarting several times, but the issue keeps happening. Then this morning, after I had cleaned up my category list and created new categories, several of them completely disappeared overnight and now those transactions are uncategorized. Help desk said they've been having issues with this since January. Come on Quicken! This isn't ok. Thinking of switching to a different financial tracker after using Quicken for over 20 years!

pgavon

@JulieT - I reported the same problem last week and I still do not have a solution from Quicken. here is the discussion reference. I am going to call again today. My guess is that this problem happened after you upgraded to the latest Quicken version, which is what happened to me....

https://community.quicken.com/discussion/7928687/yesterday-the-budget-categories-were-removed#latest

Rocket J Squirrel

Try the suggestion in this post and read to the end of the thread.

https://community.quicken.com/discussion/comment/20336532/#Comment_20336532

pgavon

@Rocket J Squirrel - This solution did not work for me. I reviewed all the categories in the Category List and all are correct. I have done "validation" to make sure it is nothing in my data file and that has not helped as well. I am still waiting feedback from technical support for this issue I submitted last Wednesday.