Tools Retail Purchase Categorization freezes Quicken R68.31 Windows 11

Question

I'm following the steps here:

https://info.quicken.com/win/using-retail-purchase-categorization

When I do Tools > Retail Purchase Categorization and do Get Started, the third screen says "Activate Categories":

When I click Continue or Cancel, Quicken just beeps at me. I let it sit for 30 minutes, no change.

I've made sure sync with the cloud is enabled and a sync successfully completed:

I've restarted the computer and tried again, no change.

Quicken Kristina · Answer

Hello @Erper,

Thank you for reaching out! I'm sorry to hear that Support wasn't able to assist. To clarify, are you encountering an issue with the retail purchase categorization tool freezing during setup? If not, please provide more details about exactly what is happening and at what point you're getting roadblocked.

I look forward to your response!

Erper · Answer

I tried quicken support but the agent said this feature was new and he didn't have the resources to help

Quicken Kristina · Answer

Hello @John Ellis,

Thank you for reaching out! Due to the nature of this issue, I recommend contacting Quicken Support directly for assistance, as they have tools we can't access on the Community, and they can escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!