Is anyone else having problems with reconnecting Citibank credit card

linhines

Hi-

I was prompted to reauthorize my Citibank (Visa credit card) connection. When I went to reauthorize, its Quicken shows the account type as checking and only brings up checking accounts to reconnect to. How do I change the account type to credit card so I can reconnect to credit card account?

Boatnmaniac

Try clicking on or editing the Type or the Nickname in Quicken or making sure the Action is Linked to the correct account that is already in Quicken. It does not always work but it has worked several times for me.

If it doesn't work, you might want to cancel the setup and try doing Add Account, again. But this time before doing Add Account, Deactivate all of your Citi accounts. Then make sure the downloads are all linked to the correct accounts.

If the Add Account process is already completed and the account type is set as Checking: You cannot change the account type back to Credit Card. But you can do the following.:

1. Enter and save the Opening Balance transaction dollar amount into the Memo field of that transaction. Repeat for each Citi account.
2. Make sure all transactions in the Citi accounts are marked as reconciled.
3. Back up your data file.
4. Deactivate all of your Citi accounts.
5. File > View/Restore Backups > select the most recent backup file from before the reauthorization request that caused this issue > Add Account > Link the downloads to the correct accounts.
6. If the account balances are off, check the Opening Balance transactions. If the dollar amount is different from what you entered into the Memo field, correct the transaction dollar amount to match what is in the Memo field.
7. If the account balances are still off, scroll back through the register looking for duplicate transactions. It will be easy to identify because the duplicates will be marked with "C". (Note: There can also be new transactions marked with "C" so do not assumed that all "C" transactions will be duplicates.) If there are any duplicates they will usually be found within the last 90 days.

If this doesn't resolve the issue, let me know. There are some other steps that can be taken to try to get this resolved.