Citi Managed Credit Card downloading balance, not downloading transactions

gmk3
gmk3 Quicken Windows Subscription Member ✭✭✭
edited March 31 in Download, Add/Update Accounts (Windows)

Since the Citi Bank process update, ExxonMobil Card is downloading the correct balance, but is not downloading transactions. A reset of the account does not resolve the issue.

Tagged:

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @gmk3,

    Thank you for letting us know you're encountering this issue. To start troubleshooting this issue, please follow the instructions in this article on missing transactions/transactions not downloading:

    https://www.quicken.com/support/missing-some-transactions-when-downloading-bank/

    Please let me know how it goes!

    Quicken Kristina

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

  • gmk3
    gmk3 Quicken Windows Subscription Member ✭✭✭

    Have gone through all troubleshooting steps without success. This morning, I am also not receiving transactions or correct balance information from Capital One Bank and Elan Financial Services. I am receiving transactions from other accounts.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    If you're not seeing the correct balance information for Capital One and Elan Financial Services, that indicates that Quicken isn't able to connect with their servers to get updated information. When I check on our end, I see an account not found error with Capital One 360. I'm not seeing any errors for Elan Financial Services and the ExxonMobile Card. Are you seeing any error messages when you run One Step Update?

    Thank you!

    Quicken Kristina

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

  • gmk3
    gmk3 Quicken Windows Subscription Member ✭✭✭

    No error messages in One Step Update. Also no pending transactions from Elan Financial Services, were I was receiving them last week. For both Capital One and Elan, I am able to go manually to their site, download a .qfx file and load it. No transactions are coming through one-step update for these accounts.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @gmk3,

    Thanks for providing more information.

    When you manually download the .qfx file from Capital One and Elan, are the transactions from the previous days, or are they current transactions that should have been downloaded through One Step Update? Also, when you manually download, are you seeing the balance information correctly, or is it only transactions that are missing?

    Have there been any recent changes to the account settings or login credentials for either Capital One or Elan, such as updates to security protocols or two-factor authentication? Additionally, do you notice any patterns with the accounts that are failing to download, like certain transaction types or specific dates where the downloads seem to stop working?

    Let me know!

    -Quicken Jasmine

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

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    https://community.quicken.com/discussion/comment/20484510#Comment_20484510

    Just checking in!

    -Quicken Jasmine

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

Categories