Split Categories Being Deleted From Memorized Transactions
I am using Quicken Deluxe Version R57.16 Build 27.1.57.16 on Windows 10
Ongoing now for a couple of years. Tried many fixes with the quicken settings and transactions saved. I suspect it may have something to do with the syncing to Mobile & Web.
When I pay a bill that I know has memorized payee and the memorized payee has split categories, the split categories do not show up on the new payment when entering in Quicken. I have to reenter them each time I pay a bill. I go to the Memorized Payee List and that payee has changed from Split (SPL) to just Payment (PMT)….no Categories any longer. I suspect every time my Quicken syncs with the Mobile & Web it is stripping this data from the Payee lists. I also noticed that some older Reconciled Quicken transactions have had these split categories removed from the register transactions, even if these transactions have been reconciled. This has been very frustrating, and I see by other Quicken Forum users this has been ongoing for several years. Why does Quicken even have the Mobile & Web if they are not going to support and resolve all of these complaints?
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Hello @reo1954,
To assist with this issue, please provide more information. You said you suspect the issue is connected to Mobile & Web. Have you tested to see if turning off cloud sync prevents the issue from occurring? To turn off cloud sync, go to Edit>Preferences>Mobile & Web, then make sure the Sync switch is in the off position.
I can see that you spoke to Support about this issue in early May and they suggested you restore a backup file. Did restoring a backup temporarily correct the issue? If so, how long did it take for the problem to return, and what seemed to trigger it?
I look forward to your response!
Quicken Kristina
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I had shut off Mobile & Web Sync June 27, 2024 and just started monitoring it. I had shut this off in the past (1-2years ago) to see if this would improve the memorized payee list, but I cannot recall what the results had been. If this does point to the Mobil Web as the culprit, then I guess I cannot use this feature? With this shut off, my iPhone Quicken app does not launch, just spins that it is loading my file.
As for restoring a back-up, I had tried this back in May, and somehow lost all my split data that was posted in my register, even with reconciled transactions. It showed the first category that was initially saved to the memorized payee list, and it wiped out all the other lines. In other words, changed from split to just a payment with no splits. I am still working on getting all this data back into Quicken to the beginning of year for several accounts by manually entering each transaction. I can only assume all of my end of year reports by category are completely hosed, but hadn't dug into that aspect yet.
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A follow-up to my response: I did not see any improvement with the back-up restored and loaded. I even saved as different file name and reloaded. I saw on other community responses that the Mobile & Web Sync causes this occurrence in Memorized Payee listing. I believe this has been an ongoing issue for at least two years. I have just been dealing with it and the frustration, checking the community pages to see if someone ever came up with a solid solution.
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Thank you for your reply,
I sent you a direct message. To view that message, please click the envelope icon near the upper right.
Thank you!
Quicken Kristina
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I was about to post my own complaint here when I found yours reo1954. I have tried and tried to create Memorized Payee entries for e.g. grocery stores that are Split into commonly used categories such as "Food & Groceries", "Household", "Personal Care", etc. and I set them and the Total to $0 and then Lock it. Some time following, after a new visit to e.g. Walmart, I select my Locked entry and it's no longer what I'd created.
I will try myself to turn Off Mobile & Sync (which frankly has caused other problems for me) and see if that is the issue at least in my case. FWIW my use of the Mobile app (iOS) is Read-Only i.e. I never make new entries in it, so all I'm losing is my ability to quickly see my accounts while away-from my desk and Windows computer. Using latest R57.16 Build 27.1.57.16
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TomUpNorth-Thanks for the reply. I thought I was the only one seeing this issue. Mine is doing exactly the same as you stated. I have shut off the Mobile & Web now since June 27th and it appears my Memorized Payee lists with their split categories are remaining stable. I too have set some Payees with split categories within and $0.00 amounts so I can fill in amounts when posting within the register. I saw on the community boards once where $0.00 amounts make these listings more stable, however I am not really sure this helped any at all for me.
My next step within a couple of days is to turn the Mobile & Web back on to see if it starts to blow away my split categories after it syncs with my Quicken file. I suspect it will.
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I too have been having issues with the memorized transactions split values disappearing. I tried the turn off sync and it stopped the problem with the split transactions. However; I began to get messages saying certain files were not availible to display. I use a seperate hard drive to backup my files and this seems to work. Wish Quicken would get to work on this issue.
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It's now 9 days since I turned-off Mobile Sync and my Memorized Transactions with $0 Splits have not been altered i.e. they are working as they should.
That using the Mobile app wrecks this for me is yet another nail in its coffin… 😒
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Me too! I have had Mobile Sync shut off now for about 13 days and Memorized Payee Splits look to be working fine. Problem is I cannot Sync my mobile devices without screwing up my desktop. I did get a notice outside of this community page from Quicken's Kristina that stated:
"To look into the issue with split categories going missing from memorized transactions further, you would need to talk with tech support directly since they have access to tools we cannot access and they're able to escalate the issue if needed. Since you've already spoken to them earlier and the issue wasn't resolved, I can schedule a tech support callback for you, if you'd like. To schedule a callback, we do need at least one full business day advance notice. Available times are from 8:30am - 1:30pm PT."
I hadn't had the time to set this up and go all thru my issue again with someone else. What I can't see is why they hadn't fixed this since there have been complaints now for several years?
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