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Retail Purchase Categorization selects wrong database

neko

When installing the Chrome extension for Retail Purchase Categorization it auto selects the wrong quicken database and will not allow me to change to the correct database.

When looking in Preferences it shows Retail Purchase Categorization as ‘Need Attention’, and when I select Set Up it does not prompt me to re-add the new categories, so I am assuming that adding the new categories worked during the first attempt to add the extension.

I am using Windows Classic Deluxe R68.1.31 for Windows 11 Home

I have verified that I am adding the correct Quicken ID for my database when installing the extension.

I notice that the database it selects is in the same folder as the database I want it to use.

Chrome is up to date

Version 150.0.7871.129 (Official Build) (64-bit)

Extension Version1.2.0

I have tried renaming the offending quicken data file, that did not help.

How can I get the extension to select the proper Quicken database?

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Ed Mahoney

I have the same problem. There is no way to override the data file that the extension wants to use, which happens to be a stale copy. To start with, in Quicken that is open to the correct and current data file, the "get started' function actually tells me to use the same stale name as the extension wants to use, I don't get to specify which data file name to use.

Not a great start for what seems like a great idea.

Ed Mahoney

This experience is from 7/21/2026.

Quicken Classic Premier on Windows. My current and open data file is called CY26. When I click on the "GET STARTED" button in Quicken, the instructions are to use "CY25Cpy (1)(1)". CY25Cpy(1) is the second most recent data file I opened, months ago.

When I installed the Quicken Chrome Extension and tried to activate it, it also only allows "CY25Cpy (1)(1)" as the data file to use.

This is a problem that makes the new tool unusable for me right now. It makes no sense to allow the extension to link anything other than my current data file. Also, why cannot I just not select the data file to use?

mshiggins

@Ed Mahoney I see you commented on the other discussion on this same issue. It’s helpful to keep discussions on the same topic in one discussion.

Here is the link to that discussion.

https://community.quicken.com/discussion/7975098/retail-purchase-categorization-selects-wrong-database

Ed Mahoney

I'm not seeing a response to the original guy's post so I didn't know if anyone was actively looking at it. I don't have any responses on mine either, other than "don't post the same issue in multiple threads". Thanks, very helpful to know someone is looking.

mshiggins

@Ed Mahoney the Retail Purchase Categorization tool is new and only available to a small number of Quicken users. Pretty much still in beta mode. Based on what users are reporting, there is still many improvements needed to make it ready for wider usage.

If you’re curious, you might want to look through posts on the topic:

https://community.quicken.com/search?domain=all_content&query=retail%20purchase%20categorization&scope=site&source=community

Ed Mahoney

Well my Quicken program offered it to me on startup yesterday and I am not a beta user as far as I know, so evidently someone at Quicken things is ready for prime time. Clearly it isn't quite ready.

And yes, I have been looking at posts on the topic. I have have been a quicken user since 1995, so its not my first rodeo.

neko

Maybe the database name shown in the browser extension isn't important. I re-worked the instruction page a few more times and while trying Tools / Retail Purchase Categorization the process now works. Either that or something has changed behind the scenes.