Citibank Credit Card

Phil

Just recently upgraded a credit card from Citibank. The old card account indicates closed, balance transfer over to new card and cannot get the activity to download through one step process. Constantly get a connectivity issue and the only way I get the activity to new card number is through their website. One Step is looking for old account activity and new card. I’m lost and cannot figure who to call on this. They probably will indicate the issue is not theirs

Quicken Jasmine

Hello @Phil, 

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

First, I suggest creating a test file and adding the CitiBank account(s) to see if it produces the same issues with your new credit card. 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.

1. Select New Quicken File.

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. 

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. 

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. 

Phil

Well, it worked and downloaded going back to June 2022. I have been using Quicken since the late 90's and I have no interest in creating a new file for all my accounts. Not happening. So, what's my fix now? and Thanks for getting back

Quicken Jasmine

Hello @Phil, 

Thank you for attempting the test file. 

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve the issue that you are experiencing. Please, follow the instructions below in order to do so.

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Let me know how it goes!

Phil

You just hit a Grand Slam! It downloads transactions through June but those were already in the old account that was closed. I then did another update, no errors and 0 transactions to download. Had another account with Citi and all ok. Tomorrow, I'll do my regular One Step Update for all my accounts and fingers crossed it will work and life can go on. NICE work Jasmine!

Phil

Well, the past week or so getting error CC-503 when looking to download transactions. Can download from Citi to Quicken through the export button on the Citibank site. This is frustrating

Quicken Jasmine

Hello @Phil, 

Thank you for reaching back out, I do apologize that you are experiencing issues with CitiBank again. 

I have located a support article that discusses some troubleshooting steps to take when presented with a CC-503 error. You may follow this link to access that FAQ. It is recommended to save a backup before proceeding (just in case). 

I hope this helps! 

Chris_QPW

The better solution would be to change over to Direct Connect, instead of the error prone Express Web Connect.
https://community.quicken.com/discussion/7877577/faq-new-citi-cards-process-for-direct-connect