Category/Class not prefilled for Online Payees in Register
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Quicken no longer queries Memorized Transactions to preload Category/Class for Online Payees. I now have to enter Category/Class manually for all Online Payments.
(1) If I enter a pmt in the register and enter "Send" in the Check# column, Q only looks at online payees (as visible in the drop-down). If the same OP is in the OP List and in the Mem Txn list (because I have previously memorized the Category/Class), Q ignores the Mem Txn, and only selectes the OP. Then I have to manually enter the Category/Class.
(2) If I enter a pmt in the register and enter "Next Check Num" in the Check# column, Q brings back both OP's and Mem Txn's, but if I select the Mem Txn, Q enters the Category/Class from the Mem Txn but does not process it as an Online Payment. If I select the OP entry, I don't get Category/Class prefilled.
How do we get pre-filled Category/Class entries for Online Payments? These fields don't exist in the OP List dialog. Hitting Ctrl-M after filling them manually on a transaction only saves the info in the Mem Txn list, so the next month I have the same problem. My recall is Q used to bring in both the payee info and Category/Class when I selected a payee from the drop-down. Am I incorrect on this?
Thanks,
Geoff
(1) If I enter a pmt in the register and enter "Send" in the Check# column, Q only looks at online payees (as visible in the drop-down). If the same OP is in the OP List and in the Mem Txn list (because I have previously memorized the Category/Class), Q ignores the Mem Txn, and only selectes the OP. Then I have to manually enter the Category/Class.
(2) If I enter a pmt in the register and enter "Next Check Num" in the Check# column, Q brings back both OP's and Mem Txn's, but if I select the Mem Txn, Q enters the Category/Class from the Mem Txn but does not process it as an Online Payment. If I select the OP entry, I don't get Category/Class prefilled.
How do we get pre-filled Category/Class entries for Online Payments? These fields don't exist in the OP List dialog. Hitting Ctrl-M after filling them manually on a transaction only saves the info in the Mem Txn list, so the next month I have the same problem. My recall is Q used to bring in both the payee info and Category/Class when I selected a payee from the drop-down. Am I incorrect on this?
Thanks,
Geoff
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Comments
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Hello @Geoff Stuart,
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
If you haven't already, I suggest that you try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.
Validate:- File
- Validate and Repair File...
- Validate File
- Click OK
- Close the Data Log
- Close Quicken (leave it closed for at least 5 secs)
- Reopen Quicken and see if the issue persists.
Super Validate:- File
- Hold CTRL + Shift and click Validate and Repair File...
- Super Validate File
- Click OK
- Close the Data Log
- Close Quicken (leave it closed for at least 5 secs)
- Reopen Quicken and see if the issue persists.
I hope this helps!
-Quicken Anja
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