From: Laura on
QB H&B 2008...XP SP3

I have numerous online payees setup at my bank. I initiate payments on the
bank website and not through Quicken.

For some strange reason my Verizon Wireless payments get incorrectly
categorized as "Internet" instead of "Cell phone".

I have looked in Memorized Payee list, Online Payee list and can not find
any reference to "internet" on those lists. Verizon Wireless is correctly
showing "Cell phone" in the memorized transaction list so I am not sure what
is causing Quicken to assign the wrong category.

Is there another place I can look for this error?

thanks,
Laura

From: Mr.Jan on
On Jun 19, 4:05 pm, "Laura" <inva...(a)sample.invalid> wrote:
> QB H&B 2008...XP SP3
>
> I have numerous online payees setup at my bank. I initiate payments on the
> bank website and not through Quicken.
>
> For some strange reason my Verizon Wireless payments get incorrectly
> categorized as "Internet" instead of "Cell phone".
>
> I have looked in Memorized Payee list, Online Payee list and can not find
> any reference to "internet" on those lists. Verizon Wireless is correctly
> showing "Cell phone" in the memorized transaction list so I am not sure what
> is causing Quicken to assign the wrong category.
>
> Is there another place I can look for this error?
>
> thanks,
> Laura

I assume you are using Q 2010. I have the same issue with downloaded
transactions. It took some research but the provider sends a payment
code with the transaction so Quicken picks up the code they send and
it overwrites the memorized transaction. I think this is a glitch as
it didn't work like that before. Not all vendors send this code so
some will pick up your memorized categories just fine. The only
solution is to click on the vendor name field before you accept the
transaction. The memorized transaction(s) appear in a drop down menu.
Just one more click but annoying. If you find a way to get it to let
the memorized transaction override the downloaded category, let me
know.
From: Laura on
Mr.Jan wrote:
> On Jun 19, 4:05 pm, "Laura" <inva...(a)sample.invalid> wrote:
>> QB H&B 2008...XP SP3
>>
>> I have numerous online payees setup at my bank. I initiate payments on the
>> bank website and not through Quicken.
>>
>> For some strange reason my Verizon Wireless payments get incorrectly
>> categorized as "Internet" instead of "Cell phone".
>>
>> I have looked in Memorized Payee list, Online Payee list and can not find
>> any reference to "internet" on those lists. Verizon Wireless is correctly
>> showing "Cell phone" in the memorized transaction list so I am not sure what
>> is causing Quicken to assign the wrong category.
>>
>> Is there another place I can look for this error?
>>
>> thanks,
>> Laura
>
> I assume you are using Q 2010. I have the same issue with downloaded
> transactions. It took some research but the provider sends a payment
> code with the transaction so Quicken picks up the code they send and
> it overwrites the memorized transaction. I think this is a glitch as
> it didn't work like that before. Not all vendors send this code so
> some will pick up your memorized categories just fine. The only
> solution is to click on the vendor name field before you accept the
> transaction. The memorized transaction(s) appear in a drop down menu.
> Just one more click but annoying. If you find a way to get it to let
> the memorized transaction override the downloaded category, let me
> know.

I am using 2008. I'll try your trick next time the Wireless payment gets
posted. It is just strange that it only happens to 1 vendor.
From: Mr.Jan on
On Jun 20, 10:10 am, Laura <inva...(a)sample.invalid> wrote:
> Mr.Jan wrote:
> > On Jun 19, 4:05 pm, "Laura" <inva...(a)sample.invalid> wrote:
> >> QB H&B 2008...XP SP3
>
> >> I have numerous online payees setup at my bank. I initiate payments on the
> >> bank website and not through Quicken.
>
> >> For some strange reason my Verizon Wireless payments get incorrectly
> >> categorized as "Internet" instead of "Cell phone".
>
> >> I have looked in Memorized Payee list, Online Payee list and can not find
> >> any reference to "internet" on those lists. Verizon Wireless is correctly
> >> showing "Cell phone" in the memorized transaction list so I am not sure what
> >> is causing Quicken to assign the wrong category.
>
> >> Is there another place I can look for this error?
>
> >> thanks,
> >> Laura
>
> > I assume you are using Q 2010. I have the same issue with downloaded
> > transactions.  It took some research but the provider sends a payment
> > code with the transaction so Quicken picks up the code they send and
> > it overwrites the memorized transaction.  I think this is a glitch as
> > it didn't work like that before. Not all vendors send this code so
> > some will pick up your memorized categories just fine. The only
> > solution is to click on the vendor name field before you accept the
> > transaction. The memorized transaction(s) appear in a drop down menu.
> > Just one more click but annoying. If you find a way to get it to let
> > the memorized transaction override the downloaded category, let me
> > know.
>
> I am using 2008. I'll try your trick next time the Wireless payment gets
> posted. It is just strange that it only happens to 1 vendor.
That is odd. I did not see this until 2010 and then it affected all
the vendors. I wonder if something is making Quicken think it is a
different vendor each time? Just a thought. Plus, if you have the
same vendor recorded twice with two different categories, and I think
Verizon does not differentiate, then it would probably take one over
the other every time depending on it's internal sort criteria. Do you
have Verizon memorized twice for each type of service?
From: Laura on
Mr.Jan wrote:
> On Jun 20, 10:10 am, Laura <inva...(a)sample.invalid> wrote:
>> Mr.Jan wrote:
>>> On Jun 19, 4:05 pm, "Laura" <inva...(a)sample.invalid> wrote:
>>>> QB H&B 2008...XP SP3
>>>> I have numerous online payees setup at my bank. I initiate payments on the
>>>> bank website and not through Quicken.
>>>> For some strange reason my Verizon Wireless payments get incorrectly
>>>> categorized as "Internet" instead of "Cell phone".
>>>> I have looked in Memorized Payee list, Online Payee list and can not find
>>>> any reference to "internet" on those lists. Verizon Wireless is correctly
>>>> showing "Cell phone" in the memorized transaction list so I am not sure what
>>>> is causing Quicken to assign the wrong category.
>>>> Is there another place I can look for this error?
>>>> thanks,
>>>> Laura
>>> I assume you are using Q 2010. I have the same issue with downloaded
>>> transactions. It took some research but the provider sends a payment
>>> code with the transaction so Quicken picks up the code they send and
>>> it overwrites the memorized transaction. I think this is a glitch as
>>> it didn't work like that before. Not all vendors send this code so
>>> some will pick up your memorized categories just fine. The only
>>> solution is to click on the vendor name field before you accept the
>>> transaction. The memorized transaction(s) appear in a drop down menu.
>>> Just one more click but annoying. If you find a way to get it to let
>>> the memorized transaction override the downloaded category, let me
>>> know.
>> I am using 2008. I'll try your trick next time the Wireless payment gets
>> posted. It is just strange that it only happens to 1 vendor.
> That is odd. I did not see this until 2010 and then it affected all
> the vendors. I wonder if something is making Quicken think it is a
> different vendor each time? Just a thought. Plus, if you have the
> same vendor recorded twice with two different categories, and I think
> Verizon does not differentiate, then it would probably take one over
> the other every time depending on it's internal sort criteria. Do you
> have Verizon memorized twice for each type of service?

The other references to Verizon are assigned the Telephone category. I
have never categorized Verizon or any other vendor as Internet. Our
internet has always been provided by phone or cable so we've never used
the internet category in this file. Hmmmm, maybe I should delete that
category???