Citibank Downloads

718352860
718352860 Quicken Windows Subscription Member ✭✭
edited January 15 in Errors and Troubleshooting (Windows)

My Citibank bank downloads shows it's complete but it doesn't download anything, I get no error. My citicards are downloading ok. When I perform a manual download from citibank for my checking and then perform an file upload, quicken doesn't let me manually match up the transaction. This all stopped working about 30 days ago

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  • Quicken Anja
    Quicken Anja Moderator mod
    edited December 2024

    Hello @718352860,

    First, please save a backup before you perform any troubleshooting steps (just in case). To start with, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so.

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
      image.png
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

    Once that is done, see if the issue still continues to persist.Let us know how it goes!

    -Quicken Anja
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  • 718352860
    718352860 Quicken Windows Subscription Member ✭✭

    That was done when the issue first arose and of course that did not solve anything

  • 718352860
    718352860 Quicken Windows Subscription Member ✭✭

    I tried reactivating all my citi account and quicken totally screw up matching my account. it didn't match up the correct account.. Why can't quicken fix this, it was working great I was force an update to quicken, I purchased the yearly subscription only to use the download feature, if it's not working then why I am paying quicken

  • RalphC
    RalphC Quicken Windows Subscription Member ✭✭✭✭

    If downloads are going to the wrong account, is sounds like you linked it to the wrong account in the activation process. Deactivate and try again.

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