CC-502

Quicken will not connect with Citi Costco Anywhere for weeks now. I have looked at the Community and I have refreshed several times. Can anyone help?

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @lhardy1990,

    Thank you for contacting the Quicken Community, though I do apologize that you are also experiencing this error. 

    First, I suggest creating a test file and adding the Citi Costco Anywhere account(s) to see if it produces the same error message. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:
    1. Choose File menu > New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Click OK.
    2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

    1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select to not use Mobile.
    2. Click Add Account to start adding accounts to the new file.

    After adding accounts, see if you are experiencing the same problems in this test file. 


    Please let me know how this goes, I look forward to hearing your response. 

    -Quicken Jasmine
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    You should be able to setup the Citi CostCo Anywhere account to use the Direct Connect connection method with Citi Cards as the financial institution.
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