Citibank accounts downloaded show many errors and balances are crazily wrong.

Sandy NY
Sandy NY Quicken Windows Subscription Member
edited August 2022 in Errors and Troubleshooting (Windows)
I'm not sure why my Citibank downloads are all worng, many errors and balance are very wrong. What should I do?

Answers

  • Quicken Janean
    Quicken Janean Quicken Windows Subscription Moderator admin
    Hi @SandyNY, 

    I am sorry for the issues you are having and thank you for reaching out to Community. Can you please let me know if you are seeing any errors when you download your transactions? 

    Please let me know so I can look into this for you further. Thanks! 

    -Quicken Janean

    Quicken Janean

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Sandy NY said:
    I'm not sure why my Citibank downloads are all worng, many errors and balance are very wrong. What should I do?
    What type of Citi Bank accounts do you have?
    Which financial institution name do you use for downloading? Citibank or Citi Cards?
    How do you download transactions? With One Step Update, "Update Now" or by logging on to the bank's website and downloading and importing a transaction file (QFX file)?
    Have you reviewed (reconciled) your transactions in the Quicken account register lately and compared them to a printed monthly bank statement, to identify and resolve any discrepancies (duplicate or missing transactions, incorrect amounts, etc.)
    Have you made sure that your account's Opening Balance transaction is correct, i.e., matches the bank balance on the opening date?

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