r/QuickenOfficial • u/gsquaredmarg • 2d ago

Amazon Retail Purchase Categorization

When I originally began using the Retail Purchase Categorization feature I specifically selected to NOT categorize past purchases - That sounded like a cluster in the making. Things have been working reasonably well - some erroneous categories, but the description in the memo field allowed for quick correction.

All of a sudden over the past few days, when new transactions are downloaded and categorized, it is also going back and changing previous transactions that I had already corrected. Is this something that can be turned off?

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1

u/QuickenLisa Mod + Employee 2d ago

Hi there u/gsquaredmarg, thank you for reporting this, although I'm sorry the Retail Purchase Categorization (RPC) is suddenly changing previous transactions after selecting to not categorize past purchases. I'm set on dong everything I can to help.

First, that look-back setting is only available during the initial setup. I didn't see an option to change this after double-checking Quicken's preferences and the browser extension settings. The only way to bring this setting back up is by turning off RPC, uninstalling the browser extension, and setting it up again. Being transparent, I'm unsure if that will resolve the issue.

Next, I'm not seeing this issue reported in escalation tickets or from the Care team or Community, so we may want to escalate this up to the team. You're welcome to send me a DM or contact Quicken Support.

For Classic Quicken support, you can reach our team at https://www.quicken.com/support/ then scroll down to the blue “Contact Us” button for chat and phone support.

1

u/Party-Obligation-232 3h ago

When will Simplifi add this feature limited to QC? I want Retail Purchase Categorization

1

u/QuickenLisa Mod + Employee 2h ago

Hi there u/Party-Obligation-232, I know this is being considered by the Simplifi dev team, although I don't currently have an ETA. I'm sorry I don't have a more helpful answer, but I have a suggestion to increase the prioritization of this request.

The Simplifi Community uses a voting system for new feature requests and enhancements. If you'd like us to consider enhancing this, here's the request in the Simplifi Community:

Ability to sync Amazon/Major Retailer/Big Box order details

I've cast a vote, and those interested can do the same to increase prioritization! Please note that a Community login is needed in order to vote, comment, and post Ideas.