Category not populated with memorized transactions

Richard Valentine
Richard Valentine Member ✭✭
in Registers & Transactions (Windows)

when I enter a new transaction on any account by selecting from the drop down list of memorized transactions, the category does not populate. It is blank. This was working before.

Even after entering it and saving the transaction, the category is not populating when the memorized transaction is used again.

This happening with all memorized transactions.

it is working with downloaded transactions from financial institutions.

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    It sounds like your Memorized Payee txn doesn't have a category saved with the txn. Edit them to show the appropriate category and then SAVE them.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • maxwelwp
    maxwelwp Quicken Windows Subscription Member, Windows Beta Beta

    Maybe this applies to you…

    If you have sync to cloud enabled in "Mobile & Web" it may be removing the categories from your memorized payees. While I had this enabled, I lost over 50 of my categories from my memorized payees. Disabling this resolved the disappearing categories. Also noticed some of the checkmarks from lock and show on calendar disappeared.

    “Never stop dreaming,never stop believing,never give up,never stop trying, andnever stop learning.”
    Quicken user since 1993

  • Richard Valentine
    Richard Valentine Member ✭✭

    I turned off sync to the cloud yesterday and no change. I deleted the memorized payees and then created a new one by entering it on an account thus creating a new memorized payees. I enter a new transaction on an account, it appears on the dropdown listing but the category does not appear when selected.

    I deleted the memorized payees, created a new manually in the memorized payees listing and then entered a new transaction on an account. The results were the same, the category did not populate.

    I believe that there is a bug with the application.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Please verify that all settings related to Data Entry and Quickfill are enabled in Edit / Preferences / Data Entry and Quickfill.

    Here are my settings, as an example:

    capture.PNG

    One or more of these settings appear to be important when creating new transactions from a memorized transaction.

  • Richard Valentine
    Richard Valentine Member ✭✭

    this resolved the problem.

    thanks for your assistance.

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