Importing Citibank transactions for last year creates a new "Line of Credit" account

kirsti

I'm trying to import my Citibank credit card transactions from 2019 but when I go to File -> Import -> Bank or Brokerage File (OXF, QFX)... I get a message that 1 Account Found, add or link the account but it calls it "Line of Credit" and even when I change the type to credit card, the only option is to add a new account. Is there a way to import those transactions to the existing account? Or should I just turn off the existing account and create a new account by downloading all the transactions from last year and year to date? Thank you!

John_in_NC

Yes, you need to deactivate the existing account under the Settings: Troubleshooting button so that you have the option to link to the existing one. You won't have to create a new account.

Having the existing account already setup for transaction download is why Linking is not an option. It will be once you deactivate.

RickO

And if that doesn't work for some reason... just go ahead and let it create a new account. Then select all the transactions in the new account and drag/drop them to the existing account in the sidebar. You can then delete the now-empty new account.

John_in_NC

Yes, you need to deactivate the existing account under the Settings: Troubleshooting button so that you have the option to link to the existing one. You won't have to create a new account.

Having the existing account already setup for transaction download is why Linking is not an option. It will be once you deactivate.

kirsti

Thank you, John! I'll give it a try. Much appreciated! Stay safe!

RickO

And if that doesn't work for some reason... just go ahead and let it create a new account. Then select all the transactions in the new account and drag/drop them to the existing account in the sidebar. You can then delete the now-empty new account.

kirsti

Awesome, RickO! Thank you!