Quicken won't download Citibank transactions?

Been using Quicken for years. This month, it simply won't download from Citibank - or recognize that it exists. When I hit one step update, it downloaded other accounts, but ignored that one. When I hit update for that account alone, it gives me One Step Update Settings screen with links to manage passwords and show passwords, and the vault doesn't have even have a Citibank Category (it has the other institutions). I look in the account info, and it says it's set up for direct connect. I hit reset account, and it pauses as if it's doing something, but nothing changes. I try "deactivate" (to try a manual reset), and it won't deactivate the online services - pauses, then same screen. I wish I could give screen shots here. Any ideas?

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Answers

  • jackvinsonjackvinson Member ✭✭
    I think this has been an issue for a while. I couldn't find quickly the recent service note or other information. But here is one from 2015... https://www.quicken.com/DirectConnect
  • chitownhockey, I think we are getting closer. I believe you have correctly diagnosed the problem (which is a big help),. but I don't know how to solve it. I clicked on data management at Citicards, and it gave me 10 minutes...but Quicken still hates me. I try update on Quicken, and still just get a OneStep Update Settings, with link to the password valut. The vault doesn't have Citi or Citicards as an option. When I go into account details, it won't deactivate the account, I click on reset and it asks for the password, but seems to do nothing (whether I type in the right or even the wrong password, it just gives me the same screen again). I cannot change the financial institution on that page, or in the accounts list. Not sure how to make Quicken reset the account, or settings? I am strongly tempted to close that account in Quicken and start a new one, but I like having the history for budgeting.

    Truly, thanks for your wisdom! Go Blackhawks.
  • UKRUKR SuperUser ✭✭✭✭✭

    If you haven't done so already, I'd say it's time to call Quicken Support on the phone and request help.  Let them do a screen share session with you to walk you through the process.

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    Sometimes a picture is worth a thousand words …
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    https://support.microsoft.com/en-us/help/13776/windows-use-snipping-tool-to-capture-screenshots
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  • Thanks! I do have good backups, sand this is one time I'm thankful. I got it working by starting a new account, getting it set up for updates, exporting old acct transactions to a QiF, and deleting the old acct. It didn't go smoothly, bc it's quicken, so I had to spend an hour cleaning up transfers, etc. But it seems to work now. Truly, thx for the help!
  • markus1957markus1957 SuperUser ✭✭✭✭✭
    For reference if you need to move transactions in bulk again, you can use the "Move" function in Quicken by selecting all (or groups) of the transactions using the Shift key and simply move them.  It can be cleaner than QIF export/import.
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