Retail Categorization Downloading in Chrome Extension but not categorizing in Quicken

TG277

Quicken Classic Deluxe, Version R69.63, Build 27.1.69.53

Using Dell Laptop Windows 11

About 30 days ago, I downloaded the Amazon Retail Categorization extension in Chrome and successfully used it to download my Citibank Mastercard transactions from Amazon. The transactions were categorized correctly, including several “split” transactions, all correctly.

About 1 week later, I repeated the process. I viewed the Retail Categorization work on the Quicken website chrome-extension://afndnhedddlgkojbodikkmkfhdhcgjld/dashboard.html#/orders

The extension ran, and a pop-up indicated 12 transactions had been downloaded from Amazon and categorized. These were the correct transactions. I selected the webpage radio button option to VIEW the transactions, and I could see the transactions on the Quicken website above from mid-September to September 15th.

When I opened the Citibank Account in Quicken, these same transactions downloaded, but the categorization field in the register just repeated the last categorization for a prior Amazon transaction in the register for all 12 Amazon transactions. I had to manually recategorize them.

I deleted the extension and then reinstalled it in Chrome several days later, and upon opening Quicken, I selected Quicken/Tools/Retail Purchase Categorization and let it run. This time it did not download any transactions. I then selected One Step Update, and it correctly downloaded the most recent Amazon transactions but again miscategorized them using the last category that I used for a prior Amazon transaction.

I waited a few days and then called Quicken Support on 9/38/2026. The representative had me uninstall the Chrome extension and Quicken. I then reinstalled everything. I ran the extension and downloaded 8 transactions from Amazon charged to my Citibank credit card. While I could see the 8 new transactions on the website chrome-extension://afndnhedddlgkojbodikkmkfhdhcgjld/dashboard.html#/orders, they did not appear in the Quicken register. I then selected One Step Update, and it correctly downloaded the most recent Amazon transactions, but like several days ago, it again miscategorized the transactions using the last category that I used for a prior Amazon transaction.

The Quicken representative said that there were no other options provided by Quicken. He told me to post this in the community and to wait for a fix.

[Edited - Readability]

Quicken Laura

Hi @TG277,

Thank you for sharing such detailed information about what you’re experiencing and for outlining the troubleshooting steps you’ve already tried.

Based on our support article for Retail Purchase Categorization, there are a few things I recommend checking:

• Verify the data file linked to the extension. In the Retail Purchase Categorization extension, select the gear icon > Settings > Change File and confirm that it is linked to the same Quicken data file you are currently using. The extension uses the Cloud Dataset associated with the Quicken data file, which can have a different name from the Windows file name.
• In Quicken, go to Edit > Preferences and verify that Retail Purchase Categorization is enabled.
• Confirm that you’re using the correct data file and Quicken ID. Make sure the correct data file is open in Quicken and that you’re signed in with the correct Quicken ID. You can check this by going to Edit > Preferences > Quicken ID & Cloud Accounts.

• Check the Payee on the affected transaction. According to Quicken's documentation, matching looks for payee names containing Amazon or Amzn.
• Compare the date and amount of one affected register transaction with the corresponding Amazon order. Quicken uses payee, date, and amount when attempting to match an Amazon order, with approximately $1 of amount variation allowed.

Since you’ve already gone through the more extensive reinstall steps with Support, I wouldn’t recommend repeatedly uninstalling and reinstalling the extension at this point.

One other thing I noticed: you mentioned contacting Quicken Support on the 38th of September. I assume you meant September 28. Could you please confirm the date and provide your Support ticket number? I wasn’t able to locate the ticket in your profile, and having the number will allow me to look into it further.

Please let me know how these steps go.