Citi account does not reset

Frank5

My Citi account isn't downloading and is not listed on the "One Step Update" list (all this worked before). I tried "reseting" the account in the Account Edit dialogue but nothing happens after I enter the password. Any ideas??

QuickUserPSP

@Frank5 - instead of an Account Reset, have you tried deactivating and then adding the account as "new"?

1. Make a copy of your data file.
2. Deactivate all of your accounts with that same financial Institution.
3. Add the accounts again by clicking on the "+" on the Tabs Bar, or by going into the Account List and clicking on "Add Account".
4. When you add the account go through the prompts to add your username and password.
5. When you get to the "Add Account" screen that lists the accounts found, make sure to carefully "Connect to Existing" the accounts to your accounts already existing on Quicken.
6. After the account is reconnected, check the OSU settings to make sure the accounts are selected for OSU.
7. Run the OSU. If you get any errors with the account, do an "Update Now".

You can also reconnect by clicking on "Set up Now" in the Online Services tab in Account Details, but some users report that that might not always work to connect accounts using Express Web Connect+ (EWC+).

Frank5

QuickUserPSP,

Thanks for the reply. I have tried your suggestion (steps 1-7) repeatedly and this results in my current balance being all out of wack. Went thru my transactions and can't find duplicates or problems, etc. It seems that the only solution (haven't tried yet) is to delete the entire account and then add it back into the mix.

I have used Quicken for many years and have become pretty savvy in fixing its problems and idiosyncrasies, but this one has me stumped so far. I noticed this problem with Citi Bank only started about a month ago; no problem until then. Obviously, I don't want to delete the entire account and reinstate it unless there is no alternative.

Any thoughts?

QuickUserPSP

@Frank5 before you delete the account, deactivate online services, change the account name, and then keep it until you set up a new account and it's up and running without issues. When the new account is set up, you can move transactions from the old account that are missing from the new account. If you still have issues with the new account, then there are steps you can take to "start fresh" with all your connections. Sometimes this is necessary to fix connection issues. But before that step is taken, create the new account and see if that solves your issues.

Frank5

QuickUserPSP,

Thanks for the help, I'm trying the "new account" fix and will let you know how it works out after using it for a while.