Citibank (not Quicken) error: Download shows "0 transactions" for current month. Anyone else encou
Earlier today, I tried to download transactions from my Citibank accounts, 4 in total. Checking, Savings, and credit cards. For all these accounts I could download transactions for a previous month, but not for the current month for each account.
Any else encounter this problem?
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Hello @Phil Burton,
Did this issue begin to occur after a recent update? Are you receiving any error codes or messages?
Thanks!
-Quicken Jasmine
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[Removed - Off Topic/Beta]
Been using Quicken (and TurboTax) since DOS days in 1990s.0 -
Big ooops. Got my issues crossed up. please IGNORE previous message.
No error messages from the Citi website, other than "0 transactions to download"
Have you received any other messages about this problem?
Been using Quicken (and TurboTax) since DOS days in 1990s.0 -
Hello @Phil Burton,
No worries! It sounds as though there might be an issue with the connection between Quicken and Citi Bank.
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 to do so. It is recommended to save a backup before proceeding (just in case).
- Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
- If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
- Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
- 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.
- When finished, close the Account List
- Close, then re-open Quicken
- Navigate to Tools > Add Account
- 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
- 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 us know how it goes!-Quicken Jasmine
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Jasmine,
The odd part about this Citibank issue is that there is no problem downloading transactions for prior billing periods, for which there is a monthly statement (which I download). It's only an issue for the current billing period.
In any case, I don't try to do One Step Update, because that hasn't worked for me for probably over year now. Instead, I go to the Citi website, and then access each account separately. For each account, I can select a number of options, such as a date range, or the current billing period. Once I do that, I get a screen display of several current transactions, YET I get that "0 transactions" message. It's frustrating.
Been using Quicken (and TurboTax) since DOS days in 1990s.0 -
@Quicken Jasmine,
Yesterday I was able to download transactions from my various Citibank account for the current period. I'm guessing that Citi support got a lot of complaints about this problem, and they fixed it.
I wish that Citibank was more responsive to all the various complaints and issues I've raised through their chat function.🙃
Been using Quicken (and TurboTax) since DOS days in 1990s.0
