Citi Credit Card Tranasactions

jjrichards

I am running Win 10 and Quicken Premier . Yesterday I used one step update and Citi Credit card loaded transactions over 15 months prior . The issue I have is I categorize transactions . When I updated many of them going back over 5 years were left blank ?

I have three questions

1. Has anyone else had this same issue ?
2. In lieu of trying to go one by one ( understand on some of the same merchants and Utilities they will prefill prior transactions . Issue I have is some of the transactions I split items purchased from the same merchant ie Costco . I can review one of my old backups to review the categories , however not sure if there is a quicker method?
3. Is there a way just to re download Citi Corp credit card transactions only from a prior back up.

Thank you

Chris_QPW

• #1 Provided you have this preference on:

Quicken will make a guess at categorizing new payees, but it is just a guess based mostly on the payee name. And it very possible for it to be blank if it doesn't know what to categorize it as. In time you will build up a list of payee renaming rules and memorized payee list entries. The renaming rules "normalize the payee's name" from something like "Safeway #343434" to "Safeway" and then you memorize a "Safeway" payee with the category you want assigned to it.

There are various features in Quicken to allow you to categorize multiple transactions at a time you can use multiple select in the register and right click to get the context menu and categorize the transactions (note you can filter the register by the payee name by typing it in at the top right). Another maybe better way is to use Edit → Find and Replace.

#2 In general, if you have one payee and you are going to split into multiple categories, you are going to be doing this manually one way or another. Quicken has no idea of what you bought at a given store it just has the payee name. You can memorize a payee as a split, which might give you a start at the categorizes you might use at a given store, but it highly unlikely that they will be filled in correctly during downloading of transactions and will have to reviewed/fixed after the download.

We personally only use our Citi Costco Anywhere credit card at Costco and the payee name is "COSTCO WHSE" for in the store, and "COSTCO GAS" for the gas station, and "COSTCO *ANNUAL RENEWAL" for the membership, and I just memorized these to Groceries, Auto:Fuel, and Household. And if we make "special purchase" I will change the category after I download it, but not change the memorized payee/category.

The more detailed reporting of categories the more work you are going to have. There isn't any getting around that fact.

#3 You can't control how far back Quicken is going to fetch the transactions (it is typically 90 days) and once a given transaction is downloading into an account Quicken will not import it again. If you delete a transaction the only way to get it again is in a different account (by deactivating the old one and then activating the new one do the download, and then maybe switching back).

WARNING, Citibank/Quicken are in the process of changing over Citibank (banking, but not Citi Cards) connection type from Express Web Connect to Express Web Connect + and it isn't going well. And some people's Direct Connect/Citi Cards accounts are being affected when they shouldn't have.