Intermittent Bug with Categories and Syncing to Quicken.

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michael7572
michael7572 Member ✭✭✭
edited January 2023 in Errors and Troubleshooting (Quicken on the Web)
I often enter expenses onto the Quicken website, and it should simply end up in Quicken. The past few days, I'm seeing the item sync over to Quicken, but with no categories. This only happens "sometimes" but it will always have split categories that somehow gets dropped in the sync.  I haven't seen this happen with a single category entry.
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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @michael7572,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    If you haven't already, I suggest resetting your cloud data from your Quicken desktop program and seeing if that may make a difference. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below). 



    If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). 

    Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.
    1. Sign out of your Quicken Mobile/Web app(s)
    2. On your desktop program go to Edit
    3. Preferences...
    4. Mobile & Web
    5. Make sure sync shows it's ON and click on Reset your cloud data 
    6. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
    7. Wait for the sync reset to finish
    8. Navigate to the Mobile & Web dropdown menu 
    9. Select Cloud Sync to resync your data and to make sure no errors occur
    10. Wait for it to finish syncing 
    11. Sign back in on your Quicken Mobile/Web app(s)
    Once that is done, see if the issue still persists.

    Let me know how it goes!

    -Quicken Jasmine

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  • michael7572
    michael7572 Member ✭✭✭
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    It didn't work.  I did the reset, and this afternoon I entered a purchase with a split transaction on the web.  I then launched Quicken, ran a OSU, and the item was listed, with no categories. 
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @michael7572,

    Thank you for attempting those troubleshooting steps. 

    Since, unfortunately, the previous steps have failed so far, next, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

    First, please proceed to save a backup (just in case). From there, create a new data file (click here to view instructions, and review the section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.
    1. Go to Edit
    2. Preferences
    3. Quicken ID & Cloud Accounts
    4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
    5. Select the Cloud Account Name used for your main data file and click Delete
    6. Type Yes and click Delete

    After that, switch back to your main data file (click here to view instructions, scroll down and review the section titled: "How to alternate between multiple files"). 

    Once your main file opens, resync your data by navigating to the Mobile & Web tab and clicking on the blue Get Started button, and then the blue Sync Now button and see whether or not the errors you were receiving persist. You can then also delete the new file you previously created as well as its cloud account.

    Please let me know how this goes!

    -Quicken Jasmine

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  • michael7572
    michael7572 Member ✭✭✭
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    This is all well and good, and I am quite sure it will work, but how does that help me?  My data file was fine until at one point (forget exactly when) Quicken had a major blowup regarding categories.  My data file has not been the same since.  The only solution offered, which is unacceptable, is to simply start a new data file, ignoring that the history goes back to the early 1990s when this was a DOS program.  Ever since that breakdown I can no longer budget, because I get a "categories error," I cannot extract the data to possibly import into a new data file, nothing.
    So, while the price of Quicken goes up, functionality goes down.
    This is yet another thing that's broken in Quicken.
    I want a solution to the broken data file, so this won't be an issue. Can you help me with that???
  • michael7572
    michael7572 Member ✭✭✭
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    Version R45.21 (HF3) (Dec, 2022)

    What’s Fixed
    • Downloaded investment transactions for options trading with active puts and calls (short sale/cover short) did not include information such as shares (units) and price.
    • Synchronizing split transactions first created on mobile/web with Quicken desktop could result in losing the split categories. 
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