Within the past month, an issue has arisen in my use of Quicken for Mac. When updating transactions with multiple credit cards including Chase, Discover, Capital One, etc., categories that had been designated for payees/vendors I had entered/selected years ago are now suddenly showing up as uncategorized. This is true even though there was, at least at one time, a quickfill rule automatically checked with a checkmark when I had initially categorized transactions with that payee/vendor. I have called tech support a few times and I have received different answers as to why this is suddenly happening. The first agent had me restore an earlier version of quicken from my backup and that seemed to work for a few days. The next agent attributed this to packets of information provided by the credit card company which Quicken for Mac simply accepts and that their program is not responsible for the selection or non selection of the category. The third agent recently told me that I need to now manually complete a quick fill rule by selected 'window' and then 'payees and rules' and complete a new quick fill rule which now appears to require that I do this every time I update my transactions. The inconsistency of the responses makes me suspicious that the answer could very well be some change caused by some Quicken update that I am unable to identify. And, note that when I look at the credit card account, the category they provide on the transaction history is always accurate. One other thing has also happened, a regularly patronized merchant whose transaction history goes back for at least a year came through in a very abbreviated name - "Prime" instead of "Prime Video" as it appeared on the credit card account transaction. Similarly, a named coffee shop started appear as "Apple" simply because the transaction was paid for by Apple Pay or Apple Wallet. With respect to this other relatively new issue, the answer was to select an option where I could revert to downloaded payee name.
