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Quicken Community / Forums / Quicken Online--the Online Quicken product / Categorizing Transactions to see Trends /
Changes won't save
Oct 08, 2009 04:46 am

[horseyhorse]
horseyhorse

Total posts: 4
This post is about: Quicken Online
When I recategorize my transactions, the edits don't save. I have tried repeatedly with no luck. I have also tried changing the payee which also reverts when I refresh.
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[community46077]

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Oct 10, 2009 06:27 am 
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The same thing is happening to me. When I change
a payee name or a category, it reverts back when I log out or refresh even if I go to details and hit save.

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[jasonccrane]
Georgia
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Oct 13, 2009 05:44 am 
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Do you have the account checked in the accounts page? That was an issue at one time. Anytime you want to categorize or change payee descriptions the account must be selected.

Hope that helps.

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[sc062197]
Michigan
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Oct 15, 2009 07:28 am 
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Same problem here. I have the account checked on the accounts screen. I have tried it from the all transactions screen and the account transaction screen. This seems to be a recurring problem that comes and goes.

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[misstrish3]
Oregon
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Oct 21, 2009 07:58 am 
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I have several accounts set up, and have not had this problem until now. I added my credit union and twice went through and catagorized all the transactions, and also put the payee name in. Twice it has not saved them. It will save a few of the transactions, but not the rest. I can't find anything in their support or help - has anyone found a solution to this? It's not allowing the trends and goals to work - obviously!

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[FredFlinstone]
New York
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Oct 25, 2009 03:05 pm 
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I am seeing the same problem. I've categorized several transactions multiple times and they don't stick. I've logged out and in right afterwards; moved around the web app in order to make sure there was enough time for the change to take hold; tried it on several different computers; tried it with both IE 6 and Chrome. However, nothing seems to work. This seems to have started happening about 4 days ago for me, about 3 days after I first set up the account.

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[GIN0]

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Oct 25, 2009 05:21 pm 
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Jasoncrane,

I looked to see whether the accounts were selected (checked) on the accounts page and for me they all are selected. I am still having this problem as well

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[GIN0]

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Oct 25, 2009 05:36 pm 
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I think I found a fix:

1) Go under the Trends tab
2) Make your changes (only a few at first to see if it works)
3) Click on the Income or Savings buttons towards the top left and wait for it to refresh
4) Click the spending button to see if the changes saved

Let us know if this works for you!

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  • FrankiiieD (Nov 19, 2009 8:20 am)



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    [FrankiiieD]

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    Nov 19, 2009 07:20 am 
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    Replying to: GIN0 (Oct 25, 2009 6:36 pm)
    I was excited to try this "fix" because I have been having the same problem. I only have a couple line items in one of my accounts that won't "keep" the changes made to the category while everything else works fine. However, the category that it is keeping is "transfer in" and thus I cannot see this line on any of the "trends" screens. frustrating!

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  • FrankiiieD (Nov 19, 2009 1:58 pm)



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    [FrankiiieD]

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    Nov 19, 2009 12:58 pm 
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    Replying to: FrankiiieD (Nov 19, 2009 8:20 am)
    Okay, while I was not able to use Gino's fix by changing stuff under "trends" I did use the idea of a workaround and found one...though its still a bug in my opinion.

    While I cannot change the category to anything that will stick... i CAN make it into multiple categories. So I can take nearly all of it and make it into the category I want and then leave something for the original. Close enough for me.

    I already thought of going back and deleting the category i didn't need anymore. One time the category was stuck as "multiple" as in..those actual characters not as in representing more than one. On another attempt it simply went back to not saving the change. Either way, I now have it 99% accurate. Must be a problem still though.

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  • caraluca41 (Nov 22, 2009 9:32 am)



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    [caraluca41]

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    Nov 22, 2009 08:32 am 
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    Replying to: FrankiiieD (Nov 19, 2009 1:58 pm)
    This seems like a great idea! I was able to split the transaction into multiple accounts, moving all but a penny into the correct category and leaving the last $0.01 in the category that Quicken is defaulting to. This change does get saved in my "transactions" view, but my charts in "trends" continue to display the whole amount under the incorrect default category.

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  • FrankiiieD (Nov 23, 2009 3:11 pm)



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    [FrankiiieD]

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    Nov 23, 2009 02:11 pm 
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    Replying to: caraluca41 (Nov 22, 2009 9:32 am)
    now that is strange. This worked for me and in fact since then I've been able to completely get rid of the original category. So while it was originally "transfer in" and I changed it so that a large amount was "my kids" with the rest in the original, i have since been able to change the transfer in to "gifts" so now the multiple categories have the 2 correct ones and not anything wrong. I still can't change it back to only 1 category though. very odd!

    It is showing up with my changes in my checking account as well as the trends screen.

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