Quicken very slow to categorize transactions

Rick B · August 4

Quicken Windows

Issue started about two weeks ago .Takes about 7 seconds to accept a category for a transaction previously it was instant.

Did no do anything that I am aware of that may have caused this change

If I open an older version of the file from backup it works fine .

I have super validated no issues showing .

One thing that is interesting is the file size is slightly reduced , has never happened before

I can go back and download and recategorize all the transactions missing form the last good file but that would take quite a bit of time . I have concern that even if I did that the problem could reappear if the root cause is not identified .

If anyone has had this experience and resolved it I would like to hear

Thank you

Quicken Jasmine · August 6

Hello @RickB,

Thanks for reaching out!

Before we get into possible causes, I have a few questions to help narrow it down:

When you say it takes ~7 seconds to accept a category, does that delay happen only when you're manually categorizing, or also when accepting downloaded transactions with categories already filled in?
Are you seeing the delay across all accounts and transaction types, or just specific ones (like credit card vs bank vs investment)?
Roughly how large is the file now, and do you recall what it was before the drop in size?
Have you made any recent changes to your Memorized Payee List, renaming rules, or added any large numbers of new transactions before this started?
When you tested the older backup — was that from just before the slowdown started, and did you test in the same Quicken build?

I look forward to your response!

Quicken very slow to categorize transactions

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