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Split Categories - can't against memorised payee

Clem G Williams

How can I overcome v31 Release R 1 preventing me either entering or changing categories when trying to enter against a memorised payee? Are there Register preferences that I must set to enable this?

This issue has emerged only with update to v31 late last year. Previously I'd had no such difficulty.

Accepted answers

All comments

John_8305976

Hi @Clem G Williams

I would suggest you firstly try a "Validate" process.

This often rectifies odd things like you describe.

Cheers jc

GerryWinter

Have you looked at all the try's like Name length and Data File location.

John_8305976

Hi again @Clem G Williams

Now that I'm home and able to access my RPP info, here are the processes I would perform to Validate -

FIRSTLY - perform a Backup of your working file! (Always a good idea before addressing such problems!).

Open your working file, then, in the top Menu Bar -

File → Backup → [I prefer to check the 'Backup data to compressed archive(.rkn) file] → [Best to backup to an appropriate folder of your choice on your C: Drive] -. [Set your 'Preferences' for Backup] → Click OK

SECONDLY - perform a Validate on your working file -

Open your working file, then, in the top Menu Bar -

File → File Operations → Validate → [Select your working.QDF file] → Click OK

On completion of the Validation process, check whether your problem still exists.

Good Luck!

Cheers jc

GerryWinter

Also after a validate do a SUPER validate by holding the SHIFT and CTRL at the same time as selecting the correct data file this is what usually fixed a lot of issues.

Get stuck with this give me a call on 0418907140

John_8305976

Hi @GerryWinter

I would NOT perform a Super Validate before firstly checking the results of the Validate.

I say this because l remember seeing somewhere in a Reckon staff post, l think, that users should be extra cautious before considering this step.

@Rav , are you able to comment, please?

Cheers Jc

Rav

Haven't heard of that before John, although I encounter hundreds of posts every month, can you point me to that specific post in question by any chance?

Usually we do suggest validate and super validate as part of the troubleshooting process as Gerry has suggested.

John_8305976

Hi @Rav

I will do my best to track down what I'm referring to.

But, this situation does beg the questions.... why have two steps of validation? Why not just have one? What, specifically, are the differences between the two processes?

Cheers

John_8305976

Found it @Rav

This is the link to Legacy KB ID: 3162. From some of the wording within, it appears to originate from back in the Quicken and Intuit days! Is it still relevant in the Reckon software?🤔

https://help.reckon.com/article/wh14nqj34q-kba-3162-basic-troubleshooting-to-correct-data-file-damage

Cheers jc

GerryWinter

It is the same software as far as i can tell and to do a super validate is still ok.

Clem G Williams

Thanks everyone - will investigate in next couple of days.

Datarec

How do I SUPER Validate my Personal Plus or Home & Business file? - Reckon Help and Support Centre

Basic troubleshooting to correct data file damage - Reckon Help and Support Centre

How to Safely Run Validate & Super Validate in Reckon Accounts Personal Plus

If you're experiencing data issues in Reckon Accounts Personal Plus, using the Validate and Super Validate tools can help repair your file. To ensure your data is protected, follow this structured process.

Step 1: Back Up Your Data (Critical First Step ✅)

Before making any changes:

Create a full backup of your QDF file and supporting files
You can:
- Manually copy the file to another folder or external drive
- Or use:
  File > Backup

📌 Best Practice: Save your backup in a different location (e.g., desktop, network drive, USB).

Step 2: Capture Your Current Data

This allows you to verify changes after validation.

Take a screenshot of your Account List screen
Or generate key reports such as:
- Net Worth Summary
- Account Balances
- Transaction History

Step 3: Run Validate

Go to:
File > File Operations > Validate
Allow the process to complete.

✅ After running Validate:

Check if your issue has improved or been resolved.
Compare your data against your earlier screenshots/reports.

Look for:

✔ Corrected balances
✔ Missing transactions restored
⚠ Unexpected account changes

Step 4: Run Super Validate (If Needed)

If the issue persists:

Hold Ctrl + Shift, then click:
File > File Operations > Validate
(This triggers Super Validate)

✅ After Super Validate:

Re-check your issue
Compare again with your original screenshots/reports

Suggested Visual Comparison Table

Stage	Issue Status	Observations
Before Validate	❌ Present	Data inconsistency observed
After Validate	⚠ Partial	Some corrections applied
After Super Validate	✅ Resolved	Data fully corrected

Helpful Tips for Reckon Users

Always run Validate before Super Validate
Never skip the backup step
If unexpected changes appear:
- Restore your backup immediately
Keep a “before vs after” mindset during comparison

Summary

Using Validate and Super Validate in Reckon Accounts Personal Plus is an effective way to repair data issues, but only when done safely. By backing up your file, documenting your starting point, and comparing results carefully, you minimize risk and maintain data integrity.

GerryWinter

Great in depth advice. Thanks