Citicard transactions downloading to incorrect Quicken file

GA Hiker

I maintain 2 Quicken files, one personal, one joint. I have 2 Citicard credit cards, one personal, one joint. Until recently, my personal card downloaded into my personal Quicken file and the joint card downloaded into my joint file. Now, I'm getting both personal and joint Citicard transactions downloading into my personal file, and vice versa. How can I resolve this?

Boatnmaniac

Please clarify: You have 2 different Quicken data files with 1 Citi credit card in each data file? Or you have 2 different Citi card accounts in 1 Quicken data file?

GA Hiker

I have 2 Quicken data files with 1 Citi credit card in each data file. My one login on the Citi site includes both credit cards. When I activate the credit card account in a Quicken data file, I choose the one card that goes with that file.

Boatnmaniac

Thanks for the clarification. I had to ask because some people confuse "files" with "accounts" so I wanted to make sure I clearly understand what the issue is. Good to know that you have 2 different data files with 1 card in each file.

In late-September Citi made some system changes that greatly affected downloading into Quicken. After all the dust settled in early/mid-October it became apparent that as a result of those changes the EWC+ authorization and downloading setup process was less flexible than it was in the past.

There are a couple of workarounds that some have found helpful in restoring their downloading flexibility:

• One Option: Set up each account using different Citi.com logins. Since one of your accounts is joint, does the other person have their own Citi.com login for that account? If so, try doing Add Account for that joint account card using that other person's Citi.com login.
• Another Option: Citi has multiple Add Account financial institution setup options. Some Citi cards can be downloaded from more than one of those options. If you would tell me which Citi credit cards you have, I can perhaps help you to identify which one(s) might work with them so you can set up one credit card using one Citi financial institution and set up the other credit card using a different Citi financial institution.

GA Hiker

What does EWC+ stand for?

Option 1: My husband has his own personal Citi credit card which he manages in his own Quicken file on a separate computer. When he logs into Citi he only sees his card, not the joint card. If he could see both, and I used his login, I would be concerned that he would begin to have the same problem that I am having.

Option 2: All 3 of our cards are Citi Dividend World MasterCards. I also have a joint Costco Citi business VISA on a different login.