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Category dropdown sometimes defaults to All, and sometimes to Recently Used?

DebOR

Using Windows Classic Quicken R59.35, although this has been an issue for quite some time. I don't know if there a setting for this that I can't find, or if this is a feature of Quicken?

Sometimes when I am entering/editing downloaded transactions, the Category doesn't populate correctly because many of my Payees use multiple Categories - this is expected behavior. When I click on the Category dropdown list to edit the Category, sometimes it defaults to the "All Categories" listing, and sometimes it default to the "Recently Used" listing. I want it to always default to the "Recently Used" list since it requires fewer key hits or mouse clicks to get to the correct Category. Is there somewhere I can set this?

Note that I have not spent any time testing this to see if there is a pattern to which Category list comes up when, I have just lived with it.

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Quicken Kristina

Hello @DebOR,

To assist with this issue, could you please provide more details? You mentioned this is inconsistent behavior you're seeing when entering/editing information in downloaded transactions. When you refer to entering downloaded transactions, are you referring to accepting the transaction into your register (automatic entry turned off)? If not, could you clarify what you're referring to?

I look forward to your response!

DebOR

Yes, I am referring to accepting transactions, with automatic entry turned off. I click on the transaction in the downloaded transactions window, and then edit the transaction that appears in the register.

Quicken Kristina

Thank you for your reply,

I haven't been able to replicate this behavior in my Quicken. To clarify, is this happening as soon as you click on the category, or does it happen only after you start typing?

If it's happening as soon as you click, then it's possible the difference in behavior may be based on where you are clicking. Clicking on the little down arrow icon will pull up a category list pop-up. The little clock icon pulls up a list of recent transactions from that category.

Thank you!

DebOR

Usually I don't type, I click on the down arrow.

Just because you asked the question, I took a second for a quick test and tried to enter (not download) a couple of transactions. The behavior of the category dropdown wasn't even consistent with manual entry. I tried several different payees, which were all on the Memorized Payee list with multiple category options. Whether tabbing over to Category, or clicking on the Category dropdown, or clicking directly in the Category field, some of the payees defaulted to the "Recently Used" list and some defaulted to the "All Categories" list. This minimal testing suggests that it is not how I choose to enter the Category, but rather it is tied to the Payee somehow.

Not necessarily relevant, but: If the correct category would come up faster by typing, I would do that - in the specific instance this past weekend, it was faster to click down arrow, then click Recently Used, then click "Interest Inc"; the typing option would have been to click the category, type i-n-t-e in order for the correct category to come up. Three clicks versus a click and four keys. Now you may ask, "but you would only save one click if it defaulted to Recently Used". To which my response would be, for 60+ entries, that extra click adds up.

Quicken Kristina

Thank you for your reply,

To get a better idea of what is happening, would you please post screenshots of the "Recently Used" and "All Categories" lists that you're seeing when you click (Please make sure to redact any personal information)? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

DebOR

I downloaded new transactions today that are behaving in similar fashion, where some are defaulting to All Categories and others are defaulting to Recently Used. However, I can't capture a screenshot of what I see - as soon as I either try to do a Snip, or hit the Print Screen key (with either Windows or Shift), the category dropdown actually updates or disappears from the screen! All I can do is show you another screenshot that is me simply trying to update the Category on any transaction. The attached screenshot is one of the transactions that I downloaded on Saturday, which now that it has been saved, you can see the dropdown defaults to Recently Used. I have highlighted the All Categories option at the bottom, which is what it was defaulting to on Saturday.

CategoryListing.png

Quicken Kristina

Thank you for your reply,

I forwarded this issue to the proper channels to be further investigated. In the meantime, if you haven't already done so, please navigate to Help > Report a problem and submit a problem report with log files attached and (if you are willing) a sanitized copy of your data file in order to contribute to the investigation.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience!

Thank you.

(CTP-11686)

Quicken Kristina

Hello @DebOR,

I sent you a DM. To view it, please click the envelope icon near the upper right.

Thank you!