Adding 2nd Citi Credit Card Account

edh209

Trying to add a 2nd Citi Credit Card. When prompted for the login and password, the Citi screen comes up showing only the initial Credit Card. No matter how many times I check the proper login for the new account, only the original Citi Card comes up.

The download worked for years, but quit late last year. I've tried deleting the transaction download as it wasn't working anyway and reconnecting, but I'm getting nowhere.

Running Windows11 Quicken Classic R66.18.

EDH209

[Edited - Readability]

Quicken Laura

Hi @edh209,

Thank you for reporting this issue. I’m happy to help you troubleshoot.

To better understand what’s happening, could you please provide a bit more detail?

• Is the second credit card a joint account by any chance? If so, have you tried signing in with both the primary and secondary credentials?
• When you log in to the financial institution’s website, do you see both accounts listed in the same online profile?
• During the connection process (when Quicken opens the browser for authorization), do you see only one account displayed there, or do you see both accounts, but when you return to Quicken, only one appears?
• Do you see recent transactions showing on the website for the affected account?
• When was the last time the account successfully connected in Quicken?

Your answers will help narrow down the cause and determine the next best steps.

I look forward to your response!

edh209

It is a stand alone account and I have signing in to the account directly without issue, so I know the log in info is correct. Logging in directly only shows individual account, not both. During connection, both accounts will pop up, but quickly defaults to the wrong account unless I quickly change it. Even then it won't connect. Recent transactions are shown on tthe requested account that won't connect. Last connected probably in December/January. I have been downloading from Citi since to keep my records correct.

Quicken Laura

Hi @edh209,

Thank you for following up and for providing those details. If I’m understanding correctly (please feel free to correct me if I’m mistaken), when Quicken prompts you to sign in through your browser, it automatically fills in the sign-in information for the other accounts instead of the one you want to connect.

If that’s the case, clearing your browser cookies may help resolve the issue. If your default browser is Chrome, you can try the following steps:

Clear Cookies in Chrome

1. Click the three-dot menu in the upper-right corner of the browser.
2. Select Delete browsing data.
3. Check Cookies and other site data.
4. Set the time range to Last 24 hours.
5. Click Delete data.

Once that is complete, please try reconnecting the account using these steps:

Reactivate the Account

1. Go to Tools > Add Account.
2. Search for and select your financial institution.
3. If prompted, choose the appropriate connection method.
4. Follow the on-screen instructions.
5. When the list of found accounts appears, make sure to select Link to connect them to your existing accounts (do not add duplicates).

If my understanding of the situation is not quite right, please let me know, and I’ll be happy to adjust the steps accordingly.

Quicken Laura

Hi @edh209,

I just wanted to follow up since I haven’t heard back from you. I’m checking in to see if you still need assistance.