Retail Purchase Categorization doesn't update Quicken transactions

break80

I use two different credit cards for Amazon purchases. I use one card with my Amazon account, and my wife uses the other with hers.

After an One Step Update, many Amazon purchases don’t receive a category or memo. I run Retail Purchase Categorization and select View Orders, which opens the Amazon purchases in a Chrome tab. The purchases that weren’t updated in Quicken read they are Uncategorized in the list.

For example, one purchase was for "light bulbs …". The price matches the Quicken price exactly, and although the dates in Quicken and Amazon differ by two days, it’s clearly the same purchase. I expected Quicken to add a memo "light bulbs …" and assign the Uncategorized category, but nothing changes.

Running Download & Match Orders doesn’t update these purchases either. The funny thing is, I get a message saying, “Auto-categorized retail orders. 3 retail transactions have been matched and categorized.” But when I close the message and return to Quicken, nothing has changed. I get the same message when I run Download & Match Orders for the other credit card account.

What’s going on? Am I doing something wrong?

Quicken Laura

Hi @break80,

Thank you for reaching out and sharing what you are experiencing.

According to the Quicken support article, matching depends on the payee name, amount, and date, and the transaction must be posted in the register.

Since you've already tried Download & Match Orders for both credit card accounts without seeing any changes, I'd suggest the following troubleshooting steps:

1. Open the Retail Purchase Categorization extension in Chrome and verify that your Amazon account shows as Connected.
2. Make sure you're signed into the correct Amazon account when retrieving orders.
3. Check that the transactions have posted and whether the payee name contains Amazon or Amzn.
4. If the issue persists, try removing the Retail Purchase Categorization extension from Chrome, reinstalling it, and reconnecting your Amazon account.

After reconnecting, check whether the previously unmatched transactions are updated.

One additional question: Are both Amazon accounts being accessed using the same Chrome browser profile, or does your wife use a separate Chrome profile?

Please let me know how it goes!