Anyone else having issues with Quicken Retail Purchase Categorization?

Question

Retail Purchase Categorization initially imported and categorized transactions correctly at the time I set it up initially. Since then, new Amazon orders are visible in the browser extension, but are never matched to downloaded transactions in Quicken. When I go to RPS in the desktop program and ask for new transactions, it says it found zero matches.  This occurs across multiple credit card accounts. Merchant names and amounts match exactly. The extension is connected, Quicken is current, and the browser extension continues to retrieve new Amazon orders.

marcaronson408 · Answer

Hi @Quicken Kristina, not of all my transactions match.

Purchases with payee Amazon.com work just fine.

Purchases with payee "Amazn MKTPL" or "Kindle Svcs" do not match up. This is very consistent behavior.

Is there a way to solve this?

Quicken Kristina · Answer

Hello @MikeR1,

Thank you for letting us know you're seeing this issue! To help troubleshoot, please try following these steps from our article on retail purchase categorization:

Transactions are not being matched

* If you use connected accounts, verify that the bank account used for your Amazon purchases is connected in Quicken and included in your OSU.
* Confirm that the transaction has posted. Pending transactions cannot be matched.
* If you enter transactions manually, verify that you have added the Amazon transactions in the correct accounts.
* Amazon transactions sometimes appear under alternate payee names. Quicken checks for common Amazon payee names that contain "Amazon" or "Amzn," but if a transaction still is not matched, check the payee name in your register.
* Orders paid entirely with Amazon gift cards or store credit cannot be matched to a bank transaction because no charge is posted to a linked account.

If the troubleshooting above doesn't resolve the issue, please contact Quicken Support directly for further assistance, as they have tools we can't access on the Community and they're able to 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 hope this helps!

mshiggins · Answer

@MikeR1 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