1/10/25 Citibank - "Your Request Has Failed"

jkcothron
jkcothron Quicken Windows Subscription Member
edited January 13 in Errors and Troubleshooting (Windows)

This alert was marked as resolved. I still have the issue with Citibank. Is there a solution to resolve it that wasn't posted? The alert doesn't mention anything, and I can't post a comment to it. I'm on Windows 11, with updates current for Quicken.

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Answers

  • jkcothron
    jkcothron Quicken Windows Subscription Member
    edited January 13

    [Removed - User Request]

  • jkcothron
    jkcothron Quicken Windows Subscription Member

    Disregard previous comment. I would delete it but as far as I can see, I can't which is unfortunate.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @jkcothron,

    Are you wanting to delete this response?

    https://community.quicken.com/discussion/comment/20471133#Comment_20471133

    let me know!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • jkcothron
    jkcothron Quicken Windows Subscription Member

    Yes, that is correct thank you for the quick response.

    What I really want to understand is what the resolution to the Citibank card issue was. My connection is still not working. It says it is, but it will not download transactions since September 2024.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @jkcothron,

    I have deleted the response that you mentioned. I do apologize that you are still experiencing this issue.

    If you haven't already, 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. It is recommended to save a backup before proceeding (just in case).

    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
    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. Search for Morgan Stanley Cash Management
    9. 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
    10. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
    image.png

    Please let me know how this goes!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • jkcothron
    jkcothron Quicken Windows Subscription Member

    I have gone through this step multiple times, and even had it connect by other methods. This includes doing it again after I saw this was resolved. Nothing works. I have also tried resetting the accounts, and that doesn't work either. Based on what I can see on Citi's website everything appears to be correct, but it is not working.

    I'm not sure I understand how it gets marked as "resolved" when there has been no resolution communicated as far as I can tell.

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