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Memorized transaction loses it's category splits.

ROMAY

When will the Quicken programmers fix the following “known” bug. In my ‘Memorized Payee List”.

I have a transaction deposit that I have set up to split the deposit amount into 15 different categories. Why do these categories mysteriously disappear and end up being replaced with a single credit?

What the quicken community and I discovered, was that if we save quicken to the cloud, the split disappears. After much discussion we were told it was a known bug and would be fixed. That was back in Aug, 2024.

I never save quicken to the cloud and this bug happened again!! I really hate having to recreate this transaction over and over again.

I rely on Quicken to work perfectly. Every month it seems a new bug appears. It seems the more the new regime works on it, the buggier it gets.

I use Quicken Deluxe windows version with the latest upgrade

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Comments

Quicken Jasmine

Hello @ROMAY,

Could you please provide a link to the discussion thread that you mentioned? This is so that I may look further into this issue and better assist you.

Thanks!

splasher

While what you are describing should not happen, if this is a transaction that happens on a fixed schedule, you could use a Reminder (Tools menu). I haven't heard of Quicken corrupting the Reminders yet.

ROMAY

Here is the link to the discussion we had several months ago.

Memorized Payee Category (split) disappears — Quicken

Quicken Jasmine

Hello @ROMAY,

Thank you! I have taken the time to look further into this CTP and can see that our teams are still actively working towards a resolution that should be expected in a future release. There is no current ETA, however, I do truly appreciate your continued patience and support!

ROMAY

Thank you for looking into this. What is the ticket number please? I would like to keep track of this problem and it’s a resolution.

Quicken Anja

https://community.quicken.com/discussion/comment/20472996#Comment_20472996

Hello @ROMAY,

The ticket number is CTP-9035. Note that it is only accessible here internally, but you are welcome to ask for a status update at any time.

Thank you!

ROMAY

And thank you Anja . 🙂So this has been happening for a while now. Is there any chance they will take care of this anytime soon? they have this big pushed to put your data into their cloud. But if corrupts your file, no one will do it.

TomUpNorth

Still isn't fixed and despite that unhappy fact the mods here closed the previous thread from further discussion:

https://community.quicken.com/discussion/comment/20443751#Comment_20443751

I've found just lately that the simple act of Adding a new Asset to my Quicken file results in Sync being automatically turned to ON and syncing with the cloud, and this act destroys all of our carefully constructed Memorized Payee splits that we've saved.

Do better Quicken; this long-standing bug really sucks.

[Edited - Fixed Link]

bparts

Happens to me on a regular basis. I have taken photos of previous correct entries so it is less time consuming to repair. Aggravating!

splasher

I'm curious, are these Memorized Payees locked and still changing? Lock is shown on the MP list window.

UKR

What is the exact sequence of events with this particular deposit transaction?

Are you allowing the deposit to be downloaded into your register and auto-accepted by Quicken to make a new register transaction?
While doing so, is Quicken capable of pulling the correct Memorized Payee List (MPL) entry based on Payee Name (and possibly Renaming Rule)? Or does it create a new, uncategorized (un-split) transaction using a different Payee Name?

Or are you recording the deposit transaction together with all its splits from the desired MPL entry before you download new transactions containing the deposit?

ROMAY

https://community.quicken.com/discussion/comment/20473320#Comment_20473320

yes splasher, they are locked.

ROMAY

UKR, in my instance, I have everything in my bank separated into quickencategories. And I move amounts of money from one category to another. Once a month, I move a lot of money from one category to several categories. That’s what I use the memorized PE list for. It splits an amount into maybe 15 categories. It’s the split that keeps being corrupted.
At one point, I was told it was because I had my data in the cloud. So I moved all of my files to my computer’s hard drive.That was supposed to help, but it did not.
Now, if I sync my Quicken file to Quicken, as it keeps asking me to do, that split is corrupted.. Very, very annoying when I have to re-create the stupid split over and over again.

UKR

Recreating a multi-split transaction should be easy when you select a prior, good transaction and re-memorize it.

Sync messing with transactions is, unfortunately a well known, long unresolved problem that has been discussed frequently here in the Community.

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

If you answer "yes" to the 1st question and "no" to the 2nd question, turn Sync off completely. You don't need it. And this will avoid the problems caused by Sync.
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. Of course, anything messed up by prior Sync processes has to be corrected first.
Do note that a full Sync process may take many minutes to complete.

TomUpNorth

That's all well and good, but there are other bugs in Quicken that turn back ON the SYNC option, such as adding an Asset. Maddening.

Boatnmaniac

https://community.quicken.com/discussion/comment/20473417#Comment_20473417

As I mentioned in your other post thread, I was able to replicate this issue where Quicken automatically turns Sync from OFF to ON. Please be sure to report it to Quicken via Help > Report a problem.:

https://community.quicken.com/discussion/comment/20473357#Comment_20473357

ROMAY

I have stopped syncing my Quicken file anything. And I only use Quicken on my windows computer. I do not use it on my phone or iPad.Still, for some reason, my memorized payee split turned into a single credit.

UKR said “Recreating a multi-split transaction should be easy when you select a prior, good transaction and re-memorize it.”

How does one re-memorize a transaction? What are the steps?

Thanks.

mshiggins

In the account register, select the transaction and press CTRL M on your keyboard.

Boatnmaniac

For those who choose not to use or cannot remember most keyboard shortcuts (like me), another option is to click on the transaction in the register and in the Balance column you should see a Gear icon. Click on that Gear icon and then select "Memorize payee…"

q_lurker

For those who choose not to use or cannot remember most keyboard shortcuts (like me), another option is to …

… right click on the transaction to get the same set of options. At least that is my inclination most of the time.

Boatnmaniac

https://community.quicken.com/discussion/comment/20473603#Comment_20473603

Well, duh!!! Of course! I can't believe that I didn't think of posting this method because that is usually the method I use, too.

ROMAY

Thanks so much for this tip. I will give it a try this week and hopefully it will save me from having to create that stupid memorized split over and over again. 🙂

chip.gilbert

This is one of the reasons I've dumped Windows version and moved onto the Mac version. I had business invoices that totally lost their detail on the lines, which posted to different categories for sales. Pretty flaky for a financial software. So far I'm happy to be on the Mac.

r-comm-acct

I'm just now noticing that I've had unexpected behavior from my Memorized Payee List. I believe it happened while I was giving Mobile & Web Sync On a try — decided to give Mobile & Web a rest a couple of weeks ago. In addition to loss of split detail in my Memorized Payee List I've had loss of categories, loss of entire list items, and duplication of entire list items. What does the CTP in CTP-9035 stand for? Thank you.

Quicken Anja

Hello @r-comm-acct,

Thank you for adding to this discussion!

The "CTP" in the ticket number stands for Customer to Product which simply means it was reported by a customer (or multiple customers) and escalated to our Product and Development team.

Thank you!