Quicken Classic for Mac not downloading credit-card transactions for Citi

Allan Trautman

Today, Quicken downloaded no credit-card transactions for either of my CitiBank accounts. I did not receive any error codes. The Connection Status window shows zero downloads for the accounts, under the Successful Connection Summary. I have confirmed on the CitiBank website that there should be multiple transactions ready for download on both accounts.

Quicken Classic Premier, Version 7.4.2 (Build 704.51578.100)

macOS 14.1.2

Quicken Jasmine

Hello @Allan Trautman,

This sounds like there could be an issue with the connection between Quicken and Citi Bank,

To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > Add Account...
10. Use the search field at the top of the list to find and select your financial institution and click Continue
11. Follow the prompts to sign in using your login credentials associated with the financial institution
12. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let us know how it goes!

Allan Trautman

Thanks, Jasmine, that seems to have done it! Appreciate the detailed instructions!

Quicken Jasmine

Hello @Allan Trautman,

I am happy to hear that we were able to reach a resolution.

Please do not hesitate to reach out with any further questions or concerns!