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Citibank (not Quicken) error: Download shows "0 transactions" for current month. Anyone else encou

Phil Burton

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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Quicken Jasmine

Hello @Phil Burton,

Did this issue begin to occur after a recent update? Are you receiving any error codes or messages?

Thanks!

Phil Burton

@Quicken Jasmine

[Removed - Off Topic/Beta]

Phil Burton

@Quicken Jasmine

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?

Quicken Jasmine

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!

Phil Burton

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.

Phil Burton

@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.🙃