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Citizens Bank update - no check numbers

Alan Stiver

R65.17 on Windows 10. Received a notification that Quicken has partnered with Citizens Bank to improve the update process. Since then, the Num field, which used to contain the check number, is blank. for payments where the bank sends a paper check, I now have to log into the bank to find out what exactly has been paid. This is not an improvement.

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Comments

harterpk

Ditto. The "new, improved" interface between Quicken and Citizens is WORSE. I download transactions from Citizens and the NUM field is blank, so I have to go to the web site and look to see which register transaction to match.

Quicken used to be able to use the check number to match transactions and can no longer do this. Royal pain [Edited - Language] because I frequently have more than one check for e.g. $50.00….

PLEASE FIX!!!

harterpk

OH - Even worse!! Just noticed in a different account register, when I download to a register that doesn't have the check already entered, Quicken doesn't show the payee either!! The downloaded entry has:

"Check / CHECK"

in the payee field. This really is a pain.

PLEASE FIX!!!

Quicken Kristina

Hello @Alan Stiver & @harterpk,

Thank you for letting us know you're seeing this issue. I recommend that you contact Quicken Support directly for further assistance, since they will likely need to review the log files to track down the cause of this issue and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!

jkl1

I have the same problem with the new connection. The check number is in the payee field. The number field is blank. Quicken the tries to match any check with the same amount. When that happens, it's necessary to go to the banks website find the checks then manually mark them as cleared or unclear it, if Quicken picked the wrong check.

Quicken Kristina

Hello @jkl1,

I apologize that I could not be of more assistance!

harterpk

@Quicken Kristina — I just called support and was told there was a problem with the bank server

https://community.quicken.com/discussion/7969409/update-12-29-25-citizens-bank-not-your-typicalbank-fdp-2001-cp-server-error

I called again and got someone who looked at my register and told me the check numbers were visible. He didn't understand that I was talking about the "Downloaded Transactions" pop-up.

This really is quite disappointing… Do you have access to support people who know something?

Quicken Kristina

Thank you for your reply,

I would expect that if you're impacted by the known connectivity issue, you'd been seeing an error message, rather than having transactions download, but without a visible check number. To clarify, since you mentioned this is happening in the downloaded transactions section, are the check numbers visible once accepted into your register?

When I review your interactions with Quicken Support, it looks like you may still be on the phone with someone from Support. Please let me know how it goes!

Thank you!

harterpk

Hi @Quicken Kristina

I agree - the connectivity issue was not what I was seeing.

I was on the phone for 2 hours with a supervisor in support. He seemed to understand the issues I talked to him about (the check # issue and 2 others), and I am to call him back when I can share a screen shot with missing check numbers.

I don't recall exactly whether check numbers that are missing appear once I accept a transaction that's listed in the download window without them. However, USUALLY the check (with number) is in the register already before I do the download from the bank. So I'd have to experiment ….

Thanks for following up!