Citi Bank Checking Transactions Not Downloading

richsticks

As of a week ago, none of the transactions in my Citi checking account are downloading. Quicken is able to log onto Citi--no error messages. However, no transactions are downloading. Resetting the account did not help either.

Any help would be greatly appreciated!

Quicken Jasmine

Hello @richsticks, 

Thank you for reaching out to 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 issue with transactions not downloading. 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. 

jgostl

I had the same problem. After doing your test, all accounts perform properly. What do you suggest as the next step? I have many accounts, I would hate to have to rebuild the entire file, not to mention that I would lose a great deal of history.

Quicken Jasmine

Hello @jgostl,

Thank you for joining this thread and 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 it. 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!

James Marshall

I have been a Quicken - Citi user for several years. I am now having same problem as noted above - I download my statement into QFX from Citi. Usually I open the file and its contents upload and populate my Quicken account so I can review and clear individually. Not this month. I have messaged with a Quicken rep who essentially told me the problem was Citi, I messaged a Citi rep who told me to change my browser.......why? Edge has worked fine for years.

I do notice when I attempt to upload it says 0 transactions from QFX file downloaded from Citi,

I had to change my process recently when auto download from B of A was cancelled for security reasons by Quicken. The result is a tortuous process because everything is now entered as cleared before I review contents.

Very frustrating. I have tried the Deactivate and established a new file. I did not remove info and start from scratch. I will try that. 12/31/2022

CinBrew

Same problem! Fixes offered do NOT work.