Citizens Bank HELOC - account is showing as paid off when it is not

John Rocke
John Rocke Member ✭✭✭
in Download, Add/Update Accounts (Windows)
Within the last week my Citizens Bank HELOC started showing as "This loan is paid off" in the register when it is not paid off.  I have the account setup as a credit account (not a mortgage or loan).

I do not see any register details now.  How do I get this fixed?

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Was this account ever connected to the bank for transaction downloading? Is it now connected?
    If it is connected, try to deactivate the account (Edit Account Details, Online Services tab, Deactivate button).
    While in the Edit Account Details dialog verify the Account Type in the General tab. If it got changed to something other than Credit Card you will need to create a new offline account of Type = Credit Card, transfer the balance and use it without ever connecting to the bank.
  • John Rocke
    John Rocke Member ✭✭✭
    Yes.  It has been setup for transaction downloading for two years now.  It is still connected now.  I tried deactivating it but the register still is blank with only the "This loan is paid off" message available.  The account type = Credit.

    Why did it work for two years and all of a sudden get broken?  How can I get the payment details back?
  • UKR
    UKR SuperUser ✭✭✭✭✭
    John Rocke said:
    Yes.  It has been setup for transaction downloading for two years now.  It is still connected now.  I tried deactivating it but the register still is blank with only the "This loan is paid off" message available.  The account type = Credit.

    Why did it work for two years and all of a sudden get broken?  How can I get the payment details back?
    Good question. Only a Quicken programmer could give you an answer why they introduced additional account types and made other changes in that area that appear to not be working correctly ...
    I'd set up a new account, as offline credit card and stop using the current account.

  • John Rocke
    John Rocke Member ✭✭✭
    I don't mind doing that but would like to retain my account history
  • UKR
    UKR SuperUser ✭✭✭✭✭
    John Rocke said:
    I don't mind doing that but would like to retain my account history
    For as long as you don't delete the account, you'll be OK. Deleting an account removes all transaction history. Just deactivating it does not.
    Don't forget to change any scheduled reminders or memorized transactions referring to the old account to the new account register.

  • mark.granoff
    mark.granoff Member ✭✭
    I am seeing this issue as well, with a HELOC account, all of a sudden on an account I've had connected with the bank for years. This is a MAJOR problem! Based on all the previous and now closed reports about this very issue in the forum, Quicken clearly should be aware of it and be fixing it.

    UNACCEPTABLE QUICKEN! Do Better. @Quicken_Tyka @Quicken Anja @Quicken Sarah @Quicken Colin @Quicken Jared

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