Citi Credit Card Payments Downloading to Wrong Category (Account)

GalenO
GalenO Quicken Windows Subscription Member

I have two Citi credit cards: American AAdvantage MC & Costco Anywhere VISA. When I make an online payment via my checking account the payment is downloading to the wrong account (the first account listed). I can move the transaction to the correct account but I'm wondering if there is a way to get the downloads to post to the correct credit card account. I have disconnected and reconnected the accounts but that didn't help.

Answers

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

    When I make an online payment via my checking account the payment is downloading to the wrong account

    How do you make this payment?
    Do you, at the same time, record a payment transaction in your checking account in Quicken, categorized as a Transfer to the respective credit card (by putting the credit card register name in [square brackets])?
    If you do this correctly, you should have a linked pair of transfer transactions in your account registers. When the payment confirmations download from the checking and credit card accounts, Quicken should be able to simply match payments to the existing register entries and not cause any problems.

  • GalenO
    GalenO Quicken Windows Subscription Member

    I did exactly what you noted but Quicken still downloaded the payment to the incorrect credit card account and didn't match the transaction.

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