Adding Categories on transactions and then they disappear

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dka
dka Member ✭✭

When I add a category on the Transactions page and Save it, the next time I do a One Step Update on transactions, the categories I added are gone/blank. What am I doing wrong?

Best Answer

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    1) Are you Syncing to Mobile/Web?
    AND
    2) do you actually use the Mobile app on your smartphone or the Quicken on the Web browser-based app?

    The Sync process has been suspected of a number of weird happenings with Quicken. Could your problem be caused by Sync?

    If you answer "yes" to the 1st question and "no" to the 2nd question, turn Sync off completely. You don't need it. The Sync process should only be used in conjunction with the Quicken app for Smartphones or the Quicken on the Web browser app. It cannot be used as a replacement for backing up and restoring your Quicken data file.

    If you answer "yes" to both questions, try to Reset Sync so that the current cloud sync file is replaced with a fresh complete copy.
    Do note that a full Sync process may take many minutes to complete.
     

    How to reset Sync to Cloud

    • Log out of your mobile app, then do this on your desktop / laptop:
    • Go to Edit / Preferences / Mobile and Web
    • Click the "Reset your cloud data" link and follow the instructions until it is complete.
    • Sync your desktop file to the cloud
    • Now log back into your mobile app

     

    How to turn off Sync to Cloud for the current data file

    • Go to Edit / Preferences / Mobile and Web
    • Change the Sync radio button and set it to OFF

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    Do I understand you correctly?
    Yesterday you edited an existing transaction in the register, added a category and saved it.
    Today you ran One Step Update, downloaded new transactions, synced your Quicken file to the cloud and yesterday's category entries on the old transactions are now gone?

  • dka
    dka Member ✭✭
    Options

    I'm having trouble syncing to the cloud. Is that why it's not remembering it?

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    1) Are you Syncing to Mobile/Web?
    AND
    2) do you actually use the Mobile app on your smartphone or the Quicken on the Web browser-based app?

    The Sync process has been suspected of a number of weird happenings with Quicken. Could your problem be caused by Sync?

    If you answer "yes" to the 1st question and "no" to the 2nd question, turn Sync off completely. You don't need it. The Sync process should only be used in conjunction with the Quicken app for Smartphones or the Quicken on the Web browser app. It cannot be used as a replacement for backing up and restoring your Quicken data file.

    If you answer "yes" to both questions, try to Reset Sync so that the current cloud sync file is replaced with a fresh complete copy.
    Do note that a full Sync process may take many minutes to complete.
     

    How to reset Sync to Cloud

    • Log out of your mobile app, then do this on your desktop / laptop:
    • Go to Edit / Preferences / Mobile and Web
    • Click the "Reset your cloud data" link and follow the instructions until it is complete.
    • Sync your desktop file to the cloud
    • Now log back into your mobile app

     

    How to turn off Sync to Cloud for the current data file

    • Go to Edit / Preferences / Mobile and Web
    • Change the Sync radio button and set it to OFF

  • dka
    dka Member ✭✭
    Options

    THAT seems to have solved my problem!! Thank you so much!!

This discussion has been closed.