accepting transactions with no category
BernieC
Member ✭✭✭
I happened to notice this morning that I had accepted a few downloaded transactions with no category. I *thought* I had disabled that - that is, that Q should complain if i try to enter a transaction with no category. I'm running R32.12 on win10. I've attached two screenshots -- one of a few of the non-categorized transactions and the other of my current notify settings. Do I need to do something more to prevent this from happening?
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Answers
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I'll venture to guess that preference applies only to transactions you enter, as opposed to transactions you accept from download.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
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You might also look at your Memorized Payee list (Ctrl-T) to see if somehow in that list you have memorized one with no category assigned. I am speculating that such a memorized payee might bypass the checkpoint you cite.0
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I'm thinking that a Renaming Rule for Payee = Amazon.com like the one below, together with a properly categorized Memorized Payee List entry for Payee = Amazon.com should help unclutter your register for every future Amazon purchase transaction.
This will not change already existing register transactions.0 -
I checked my memorized payees. And there were no payees without a category. I also just checked: I tried accepting a transaction with no payee and Q dutifully complained. So I dunno.. I'll keep an eye on it and see if it happens again0
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