Costco credit card reauthorization shows up as a checking account

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Rad77
Rad77 Quicken Windows Subscription Member ✭✭

I had successfully set up the costco credit card account previously. Quicken wanted to reauthorize and when I do that costco card is showing up as a checking account and won't let me link to my existing costco credit card quicken account. I have 2 credit cards with Citibank, the other account reauthorized without these issues… thanks

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you tried deactivating both credit card accounts, then restarted Quicken and, using Tools / Add Account reactivated them (as if adding new cards) using the "Citi Cards" financial institution name?
    This should allow you to correctly LINK both cards to your existing account registers.

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you still get this issue when doing the Add Account or Set Up Now process: Are some or all of the fields for the account Type, account Nickname or the Action that shows in the popup during the setup process is wrong: Are any of the fields that are shown shaded? If so, try clicking on that shaded field. I have found that sometimes simply clicking on it will allow you to edit it or will sometimes auto-correct it.

    Weird? Sure it is but this has worked for me on several occasions over the last couple of years. Maybe it will work for you, too.

    Add Account_Download Acct Matching & Actions (2023-06-04).png

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

  • Rad77
    Rad77 Quicken Windows Subscription Member ✭✭

    Thank you @UKR & @Boatnmaniac for your responses. I tried deactivating both accounts. Quit Quicken, installed updates and tried adding online access again. It successfully connects, however issue persists. The first account correctly categorized as a credit card account and I can link to my existing account. The second account shows as "checking" and i cannot change this field. it allows me only to link to my checking accounts. I tried the "add to quicken" pull down item that makes the Type field editable, but unfortunately only with the banking category - i can set this up as a checking or a savings account but not as a credit card account

    I also tried setting up a new account as an "offline account" and then edited account details to setup online access. Goes through the same process of selecting financial institution and when I select the problem card again, same thing happen - it shows up as a checking account. @Boatnmaniac the screen I see is not the same as the screen shot you included.

    Still looking for a way around this :-(

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @Rad77 -

    …the screen I see is not the same as the screen shot you included.

    Which version of Quicken are you running? (Help > About Quicken)

    Would it be possible for you to take a screen shot of what you see? Then save it and click and drag that file to the "Leave a Comment" field so we can see what you are seeing? You can (should) edit the screen shot picture to hide any personal information (such as account numbers) before posting it here. A picture can be worth a 1000 words.

    Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home

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