Changing Categories, Tags, Memos, Payees... from within reports not updating.

seequest
seequest Quicken Canada Subscription Member

When in a report any right click update to Recategorize, Retag, Remname Payees, or Edit memos no longer update the transaction. Nothing happens. I see that others have have the same issue. Tried validating the file (several times) with no correction.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @seequest,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    To clarify, whenever you update a category, tag, payee, or memo within a report it does not update the transaction as well?

    If so, I suggest that you please 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.

    If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

    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.

    Please let me know how this goes!

    -Quicken Jasmine

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