Business Categories unavailable within Quicken Business & Personal (edited)

Padavan21

Hello,

I am trying to properly assign historical transactions to Personal/Business expenses.

When using "Transactions" view, assigning transaction from personal to any business automatically changes Category to "Uncategorized". Attempting to change Category back resets Business assignment.

Without this working, report between personal and business transactions do not make any sense.

Padavan21

So I guess looking deeper into the product, it looks like my account is missing Business Categories all together. I recently upgraded from personal to QBP and I don't have "Usage" field when managing categories.

What should I do?

Coach Jon

Hello @Padavan21,

Thanks for reaching out! I can see from our side that you do have a Quicken Business & Personal subscription, so you should have access to the business categories. If you go to Settings > Categories & tags, do you see a "Business" header there?

If you do not, I would see if signing out of the product and back in works to resolve this issue for you. I would also see if trying from a different web browser/incognito mode works as well.

-Coach Jon

Padavan21

Hey @Coach Jon ,

I tried incognito and another browser and I don't see the same grouping as you do.

Coach Jon

Hello @Padavan21,

Thanks for the reply. In this case, what we can do is offer to delete your dataset so that you can start over, which should fix the issue you are seeing here. If you decide to go down this route, this would be an instant fix. Let us know!

-Coach Jon

Padavan21

@Coach Jon do you have any better way then deleting all my data? I do not want to start over as I have a lot of customizations done and look YOY changes as well

Coach Jon

Hello @Padavan21,

Thanks for the reply again. As far as a quick solution, deleting the dataset would be the only way, since it would be an instant solution that we can implement and verify immediately. However, if you do not want to go that route, we can continue to work on getting this issue escalated. Let us know what you prefer.

-Coach Jon

Padavan21

I would prefer the issue to get escalated as I would love to keep my data. Thank you :)

Coach Jon

Hello @Padavan21,

Thanks for letting us know. In that case, can you please supply logs for us so that we can work on investigating this issue?

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

Additionally, we will need the following information in order to get this issue escalated:

1. The web browser and operating system with their versions
2. the version and build on Quicken Simplifi that you are currently on. (This can be found at the bottom of your dashboard page within the program.)

-Coach Jon

Padavan21

Thank you @Coach Jon - submitted requested information.

Coach Jon

Hello @Padavan21,

Thanks for the requested information! I have reported this issue to our product team and will be sure to follow up here when we have a status update!

-Coach Jon

SIMPL-27370 // QCS-21296

DryHeat

In case the product team is reading these comments…

This is yet another issue that would be helped by a more comprehensive export-import capability.

—For example, the ability to export and import categories themselves would allow the coaches (or whoever) to simply provide the business category file for the user to import.

—Alternatively, the ability to export all user data and then import it into a fresh database would allow this user to take a reset QPB database (business categories intact) and pull their existing data in without loss.

(During my working year, when computers ran on steam power, I built such a system for a moderately complex database with numerous relations between the tables. An added benefit was that I was able to import a standard testing dataset into an empty database to create a known start state for automated testing.)