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Retail Purchase Categorization

Greg Brown

So… it switched my categories. How can I 1.)Customize it's categories or 2.) revert categories to what they were before I ran this?

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Greg Brown

It is also changing my tags…

Jim_Harman

I have not experimented with this yet, but there is a new section in Edit > Preferences that should control the categorization. Hopefully you are not forced to use Quicken's default Categories.

Please let us know what you find.

Greg Brown

Unfortunately:

What takes priority: my Memorized Payee Rules or the category from Retail Purchase Categorization?

Retail Purchase Categorization categories take priority over Memorized Payee Rules for Amazon transactions when the feature is turned on.

Orders are retrieved and categorized. The extension pulls any new Amazon orders (changes since the last retrieval) once every 24 hours and assigns the most appropriate category from your Quicken category list.

We can't rely on Quicken to assign the most appropriate category. We need a process to let us over-ride the assigned category, and remember it for future categorizations.

Jim_Harman

I will try this new feature, but it is a mystery how Quicken will know what is the most appropriate Category to use from my Category list for each item in the order.

How will it know for example that when I buy pool supplies, I use Household:Pool rather than Home:Home supplies or another one of my Categories or its built in Categories? I agree with @Greg Brown that we will need a way to over-ride its default assignments.

Greg Brown

I am also not too crazy about this either…

Select the time range for retrieving your Amazon orders.

Choose one of the following options:
- Past and future orders retrieves the last three months of orders by default and continues pulling orders going forward.
- Future orders only retrieves and categorizes only orders placed after setup.
Select Connect Amazon. The extension retrieves your orders and displays a confirmation.

Note: These preferences are set during initial setup only and cannot be changed afterward.

bdahl305

it is working for me, seems to pick a random category at times, it put in charity for a merchandise on mine

Chris_QPW

I don't have this feature in my Quicken yet, but I really wonder what people are expecting this to do.

Let's start with the original problem. Transactions are downloaded with the same payee's name and therefore there isn't any way for a memorized payee to give you different categories. And because Amazon also can download multiple items at a time, the lack of a payee name for all the splits means there isn't a payee's name for anything other than the base transaction.

It seems to me the simplest solution would have to put the description of the item in the memo, and then the user could have used their memorized payee's names to set the categories. I wonder if this feature was tested in beta and if anyone suggested something like that. At any rate, clearly, based on your comments they didn't do that and instead are just guessing at the categories.

I guess that might be good for a person that doesn't care about the exact categories used (which I would think is a pretty rare Quicken customer), but I can't see how the majority of people will be happy with this.

At any rate it definitely sounds like something I'm not going to use. First off, I don't use Chrome and I have no desire to install it on my machine. Next, most of what my wife orders from Amazon I just categorize as Entertainment, and so that is the default. For the rarer times I order something it ends up in Computer or Household, and I just change the transaction category once they come in.