Citi card no longer updating in QWin after importing to QMac

qudtp

This may be a side-effect of the way I set up my Mac version of Quicken, from a Windows backup. I have a Citi card set up as DC connection on both platforms. I created the Mac version by importing to it a backup from Windows.

The Mac version is working fine. But, the Windows version no longer downloads any data. It doesn't report an error, but if I click the link to the account in the One Step Update Summary, the pop-up says Online Balance $0.00 as of 5/15/1977.

I'm thinking that due to importing my backup from Windows to Mac, the two Quicken data files are "entangled," making it impossible to use both with Direct Connect. But it's not like the first to connect gets the data - the Windows copy never sees any data. Maybe it's the last one to activate DC that is winning.

What are my options? I could try to reset the Citi account in Windows, but am afraid it might succeed but lock QMac out. Is there any chance it might work?

Another option is to just set up the Citi card in Windows as EWC+ (or EWC, I don't remember which it offers), and live with it. All my other accounts are EWC+, and they work fine on both platforms.

Quicken Kristina

Hello @qudtp,

Thank you for sharing your experience. Before attempting to reset the account, due to the unusual behavior in the Windows file, I suggest that you try validating your data file.  Please save a backup file prior to performing these steps. 

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

Please let me know how it goes!

qudtp

After the Validate, Quicken was then able to download all the missing transactions from Citi, using Direct Connect! Beautiful.

I will check tomorrow when some transactions that are currently pending at Citi are ready to download, that my QMac version is also still able to connect over DC.

qudtp

Both QMac and QWin are downloading from Citi via DC. Thank you - this has been resolved!

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear the issue is now resolved!

If you need further assistance, please feel free to reach out!