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Quicken updates of my Citibank Credit Card still not working

robertjjohnson

I'm still having trouble with Quicken Classic Premier linking with my Citibank credit card. I once again was able to get my Citibank account to grant access to Quicken. This time Quicken acknowleged this access and started to update my account, or so it stated. However, it was linking the update to totally different, non Citibank,, account and was totally messing up the historic account records back to 2004. Fortunately, I had backed up Quicken earlier in the day and was able to restore this information. Anybody else having these troubles?

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TimHockley

That was the worse banking update I've seen. First notices to reauthorize everyday, than finally a note to wait as they were working on, then to do again this morning and wouldn't show the quicken account already linked to the bank account nor show it as an option to link to. Finally got it working (I think) by deactivating the online setup and reauthorizing.

Quicken Kristina

Hello @robertjjohnson,

Based on your description of the issue, it sounds like your Citi account got linked to an incorrect account. Since you already restored a backup to correct the mess caused by that incorrect linking, the way to avoid having the same issue happen again would be to pay close attention to the Add/Link screen after you complete the authorization process with Citi.

Screenshot 2024-10-11 at 10.37.04 AM.png

Make sure to check the Nickname in Quicken column and verify that the name it shows is correct. If it is not correct, then click the dropdown in the Action column and select the correct account to link to.

Please let me know how it goes!

$Photo of waltersalinger\$ waltersalinger\

Quicken was actually able to download data from my Citibank account yesterday, 10/11/2024, but not teday. Instead, once again I was directed by Quicken to log in to my Citibank account to authorize Quicken downloads. I did, Citibank's website said I succeeded and redirected me back to Quicken. Quicken said the reauthorization failed and set me up to try again.

When will this recurrent problem be fixed once and for all?!

Quicken Kristina

Hello @waltersalinger\,

To help troubleshoot this issue, please provide more information. What is the exact error message/code you're seeing in Quicken? If possible, please post a screenshot of the error you're seeing. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your response!

$Photo of waltersalinger\$ waltersalinger\

Mysteriously, today, 10/13/2024, I am once again able to reauthorize Quicken to download data from my Costco Citibank account. I did nothing differently yet, this time Qucken succeeded. Hope it lasts!

Quicken Kristina

Thank you for the update,

I'm glad to hear it's working again!

If the issue returns, please let us know!

Jorge R

Hi Kristina.

I continue having issues with the connection to my Citibank Mastercard credit card account. This has become a significant issue, which I request you help me with please.

This is the screenshot I got today (Oct 15):

Last week I was able to reconnect after someone in your support department helped me. But the way that was done was deleting my credit card number from Quicken and starting the Citibank connection from scratch. This brought down from Citi a bunch of transactions that reeked havoc on my well reconciled account. I was trying to fix that today, but now Quicken, again, tells me I do not have a connection to this card, and does not allow me to set it up, showing the above error.

I am now unable to use this credit card, since I cannot download and account for the transactions.

I would appreciate your help please.

Thank you.

Quicken Kristina

Hello @Jorge R,

Based on the screenshot, it looks like something is blocking communication between Quicken and the financial institution, which is causing that timeout error. To troubleshoot this, please pause all browser extensions (ad blockers and pop-up blockers are the most common culprits) on your default browser. Then try connecting again. If the issue persists, try temporarily setting a different default browser (Please avoid using Brave or DuckDuckGo, since they're known to not work well with the authorization process). If you have antivirus software with a safe banking feature, please pause that feature.

Please let me know how it goes!

Jorge R

Hi Kristina.

I followed your instructions and disabled all extensions and pop-up blockers in Chrome.

I opened the Quicken on my microsoft laptop. Went to my Citicard account and today (yesterday I did not see the Update Now option) I see the following options when I open the gear button:

When I click the Update Now option, it takes me straight to the Citi.com website, as if I was opening it myself. Citi does not take me to the part where they authorize Quicken.

When I try the Edit Account Details link, it takes me to this screen:

When I click on the "Click Here to find out more and get set up" it does not work at all and takes me to this error screen immediately, and does not work:

I checked in my Citibank website and Quicken is authorized as a connected app:

Given the above, it seems the issue is not my browser or Citibank. My guess it is something on the Quicken system.

I appreciate your help.

Quicken Jasmine

Hello @Jorge R,

I suggest contacting Quicken Support directly as an escalation may be in order. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that we could not be of more assistance.