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Costco Anywhere Visa issue

tomacra

I categorize all my data in Quicken and now I cannot get updates and my account is not listed. If I try to re-add the account and download new data, all my data will be lost. How can I avoid this?

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Pete_V

I have been affected by the Citibank transaction download issue beginning 9/29/24:

UPDATED: 9/30/24 Citicard - Downloading Incorrect Transactions/Errors when updating/ FDP-390/CC-902

This issue was supposedly resolved for Costco Anywhere Visa cards on 9/30. However, my attempts to reauthorize my card continue to fail. The web verification on the Citibank site indicates verification "success", but Quiken keeps reporting "Sign in to Citibank bank failed. Try again" The only card I have at Citibank is the Costco Anywhere Visa card.

Boatnmaniac

Quicken's aggregator had a big issue with most Citi download setup financial institutions last Thursday which caused Quicken to disable downloads for them. They are still working to resolve the issue completely but they have reenabled a few download connection options.

For your Costco Visa card you might want to try doing the following steps. It has worked for me and many others.:

Enter and Save the Opening Balance transaction dollar amount into the Memo field of that transaction. (It is not necessary to do this but it can be very helpful should the following steps end up changing the Opening Balance dollar amount. Since it was saved in the Memo field it is very easy to see if this issue occurred and what to correct the dollar amount to.)
Back up your data file and then do the following:
Go to the Online Services tab of Account Details for your Costco Visa card. If you see the "Deactivate" button, click on it.
Then go to Add Account and type in Costco Anywhere Visa Card by Citi click on Next and follow the prompts to complete the authorization and setup process. (IMPORTANT: DO NOT click on any of the Citi or Costco buttons on the Add Account popup. Also, do not select the Costco Credit Card nor the Citi Cards financial institution options.)
When prompted by Quicken during the setup process, make sure you Link the download to your current account in Quicken.
When completed, is your account in balance? If so, you are done.
If not, check to see if the Opening Balance transaction dollar amount matches what you previously entered/saved into the Memo field and correct it if needed.
Is the account now in balance? If so, you are done.
If not, scroll backward from today in the account register looking for duplicate transactions. If you find any, delete them while retaining the original transactions. (Generally, if duplicate transactions are present they will appear within the last 90 days.)

Your account should now be in balance. Let me know if you have any questions or are still having an issue.

Quicken Jasmine

Hello All,

You may follow this link to access an alert regarding issues with CitiBank. I suggest bookmarking the alert for all further updates. Also, to clarify the most recent update on the alert, this issue is still considered ongoing for Citi Cards and Citi Bank.

I apologize for the inconvenience!

All comments

Pete_V

I have been affected by the Citibank transaction download issue beginning 9/29/24:

UPDATED: 9/30/24 Citicard - Downloading Incorrect Transactions/Errors when updating/ FDP-390/CC-902

Boatnmaniac

For your Costco Visa card you might want to try doing the following steps. It has worked for me and many others.:

Enter and Save the Opening Balance transaction dollar amount into the Memo field of that transaction. (It is not necessary to do this but it can be very helpful should the following steps end up changing the Opening Balance dollar amount. Since it was saved in the Memo field it is very easy to see if this issue occurred and what to correct the dollar amount to.)
Back up your data file and then do the following:
Go to the Online Services tab of Account Details for your Costco Visa card. If you see the "Deactivate" button, click on it.
Then go to Add Account and type in Costco Anywhere Visa Card by Citi click on Next and follow the prompts to complete the authorization and setup process. (IMPORTANT: DO NOT click on any of the Citi or Costco buttons on the Add Account popup. Also, do not select the Costco Credit Card nor the Citi Cards financial institution options.)
When prompted by Quicken during the setup process, make sure you Link the download to your current account in Quicken.
When completed, is your account in balance? If so, you are done.
If not, check to see if the Opening Balance transaction dollar amount matches what you previously entered/saved into the Memo field and correct it if needed.
Is the account now in balance? If so, you are done.
If not, scroll backward from today in the account register looking for duplicate transactions. If you find any, delete them while retaining the original transactions. (Generally, if duplicate transactions are present they will appear within the last 90 days.)

Your account should now be in balance. Let me know if you have any questions or are still having an issue.

magek

As said above Quicken claimed the issue was fixed but it isn't. Every time I try I get an acknowledgment from Citi that Quicken was now authorized to access my account. With an email to confirm the access. When redirected back to Quicken the message that appears is that the access failed. I've been trying multiple times a day since this was allegedly fixed with the same results.

Pete_V

Downloading Incorrect Transactions/Errors when updating/ FDP-390/CC-902 error has been resolved for me using the procedure provided by Boatnmaniac above with the exception of:

"IMPORTANT: DO NOT click on any of the Citi or Costco buttons on the Add Account popup. Also, do not select the Costco Credit Card nor the Citi Cards financial institution options."

It is necessary to select the Costco Anywhere Visa Card in the authorization window in order to be able to press the "authorize" button.

SoCalGal

https://community.quicken.com/discussion/comment/20455397#Comment_20455397

I have the same problem! Supposedly resolved, but not resolved

SoCalGal

https://community.quicken.com/discussion/comment/20455416#Comment_20455416

I have the same problem.

SoCalGal

https://community.quicken.com/discussion/comment/20455399#Comment_20455399

this did not work for me. tried 3 or 4 times

Quicken Jasmine

Hello All,

I apologize for the inconvenience!

brucewol

quicken jasmine and other quicken folks

tell people to deactivate the account, then use tools/add account. then use the search field. i entered costco and selected my credit card from the list. DO NO use any of the icons below the search box input field. then a browser will open up my credit card web site. when you get redirected back to quicken you need link the account again.

hamryebri

There is no option to deactivate, only option is to set up account. This option is still not working. After receiving success from Citi Quicken say it failed. Same as before. So, the above deactivate instructions does not work with my current version of Quicken Classic.

If it fixed what is the solution? The link that Jasmine suggests only says it's fixed. It does not tell you what to do to make the fix work. So no information on this topic is working for me.

Quicken Jasmine

Hello All,

We have received notice that the issues with Citi have been resolved. The Community Alert below has also been updated:

https://community.quicken.com/discussion/7956141/resolved-10-2-24-citicard-downloading-incorrect-transactions-errors-when-updating-fdp-390-cc-902

This thread is now closed, thank you!