Quicken no longer bringing in categories with my memorized transactions

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SGuman
SGuman Member ✭✭

After the latest update, when I start typing a memorized transaction and try to enter it into the register, the Category field is not loading, even though I can clearly see it on the memorized transaction itself. Whether I hit Enter or Tab to load the register, the Category field does not come in with the memorized transaction.

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  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @SGuman,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this. To start with, 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.

    I hope this helps!

    -Quicken Anja
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  • SGuman
    SGuman Member ✭✭
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    I eventually solved this by going into the Memorized Payee List and unchecking the "Never auto-categorize" column for all memorized transactions. The Category showing up on the register for a memorized transaction did not seem to be dependent on this setting before…. I thought the "Never auto-categorize" setting was to stop Quicken from automatically changing the Category for downloaded transactions, etc…

  • Quicken Anja
    Quicken Anja Moderator mod
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    Thank you for following back up and providing an update! Glad to hear you were able to resolve this issue.

    -Quicken Anja
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