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Retail Purchase Categorization upload fails

bstuba

I try to upload my categories but get "Category upload failed. Unable to upload your categories. Try again after some time." I have retried many times over the course of a week with no success. Please advise.

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Retail Purchase Categorization

Comments

Quicken Laura

Hi @bstuba,

Thank you for reaching out and sharing the issue you're experiencing.

There are a few common reasons why the connection might fail:

The browser is not running or is out of date. Please make sure your browser is open and updated to the latest version. To check:

Open Google Chrome
Select the three dots (⋮) > Help > About Google Chrome.

Screenshot 2026-08-02 at 12.14.16 PM.png

Chrome will automatically check for updates.
If an update is available, select Relaunch after it installs.
If you see "Chrome is up to date," continue with the next troubleshooting steps.

You're not signed in to Amazon. Verify that you're signed in to the correct Amazon account.
The browser extension is not enabled. To check:

In the address bar, type chrome://extensions and press Enter.
You'll see all installed extensions.
Check whether the extension's toggle is on (enabled) or off (disabled).

The extension doesn't have the required site permissions. To verify:

Find the extension and click Details.
Under Site access, see whether it's set to:
- On all sites
- On specific sites
- On click

If you've confirmed all of the above and the issue persists, please let me know.

bstuba

- Browser is up to date.
- Browser is signed into Amazon.
- Extension is enabled.
- Browser is running.
- Site access:

https://*.amazon.com/*https://*.amazon.in/*https://*.quicken.com/*https://*.quickencs.com/*https://api.mixpanel.com/*https://notify.bugsnag.com/*https://sessions.bugsnag.com/*

Still have the same error.

Quicken Laura

Thank you for checking that.

Could you also verify that the browser extension is linked to the correct Quicken data file? To do this, open the browser extension details and look for the field labeled Quicken Data File, Connected File, or Dataset (the label may vary). Then, in Quicken Desktop, go to Edit > Preferences > Quicken ID & Cloud Accounts and confirm that the same file name appears in your list of Quicken datasets.

If the correct dataset is already selected, I recommend contacting Quicken Support directly. They can walk you through additional troubleshooting steps in real time and, if necessary, escalate the issue for further investigation.

You can find the Quicken Support phone number here: Support Home | Quicken. Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.

I apologize that I could not provide a more direct solution, but please don’t hesitate to reach out again if you have any other questions.

bstuba

The wrong dataset is selected in the Plugin - but the option to change is missing.

Quicken Laura

Thank you for checking that.

This issue, where users are unable to change the dataset, has already been reported. Could you please submit your log files so I can attach them to the open investigation for further review?

To send your logs:

Open Quicken
Click Help
Select Report a Problem
Click Send to Quicken

Once submitted, please let me know. I look forward to your response!

(CBT-1221)

bstuba

Sent.

Quicken Laura

Thank you. I've attached your logs to the open investigation.

At this time, we don't have an estimated timeframe for a resolution. However, you're welcome to check back at any time for updates, and we'll share any new information as it becomes available.