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Quicken insists on splitting downloaded transaction despite edited memorized payee

nrpardee

I know the stuff about editing the memorized payee: I edit out everything except the name, lock it, click never auto-categorize, lock and leave this payee unchanged…. I removed all payee except the one I've edited. Quicken just continues to put an old split on the transactions. I've rebooted after doing this. Nothing seems to help. Thanks.

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download transactions

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Comments

Quicken Anja

Hello @nrpardee,

I certainly understand how frustrating this issue must be!

When did you first notice that this issue started? Did anything significant happen before it began (e.g.: installed a new update, synced to Quicken Cloud, etc)? Where is your data file stored on your computer? Is it saved in a folder located on your local hard drive (C: drive), or in a cloud-based/external drive)?

Also, is this issue occurring only with just the one payee, or are you seeing it occur with multiple different payees?

Check back and let us know! Thank you.

nrpardee

Thanks for the fast response. It's been going on for awhile. At the moment it's localized to one payee that I use frequently- I think. Things don't always work the way I expect so I just "fix" it, and I don't notice something unless it's particularly problematic or it becomes annoying and time consuming- the latter is what happened here. The folder is stored in Documents\Quicken on my local hard drive. One factor is that I've been using Quicken for a long time and it's been suggested that I truncate the data. I go back in time frequently and to do that is to remove a valuable service Quicken provides. I do run the repair from time to time, although i haven't since noticing this particular instance of the problem.

Quicken Anja

Thank you for following up!

I do suspect that this could potentially be a file-specific issue and would 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:

File
Validate and Repair File...
Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
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:

File
Hold CTRL + Shift and click Validate and Repair File...
Super Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

Should this not help, we can try some other data file troubleshooting.

Let us know how it goes!

nrpardee

Thanks. I did a validate but found not errors. Unfortunately, I have no transactions today to test this on. I should in a day or so.

Thanks

NotACPA

Let's start at the beginning. Neither your bank/card-company, nor Intuit (which does the downloads for Q) know anything about your categories, so the split info can't be coming from there. Additionally, there's no provision in the download protocol for splits.

ERGO, this must be happening because of something in your file.

Keep looking.

Quicken Anja

https://community.quicken.com/discussion/comment/20471666#Comment_20471666

Thanks for the update! If the issue returns once you have transactions, feel free to return to your post and let us know.

Thank you!