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Is there any update on the one-step-update that returns with "an error occurred" for Citi credit

Alan Edward

I have not had any response except with a chat 3 days ago that said you know about it and were looking into it-that is all I have heard

[Edited - Readability/Moved to Windows Section]

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NotACPA

You posted this in a Mac forum, but your profile reads Windows. Which?

Quicken Kristina

Hello @Alan Edward,

Thank you for reaching out! I moved your post to the Windows section, since it appears that you use Quicken for Windows. Do you connect with Citi using Direct Connect or Express Web Connect Plus? You can check this by navigating to Tools > Account List and checking the Transaction Download column next to the affected accounts.

I look forward to your reply!

Mike Brugler

Wow! You expect an answer within 3 days? You must be new around here. This is Quicken! You'll be lucky if you hear anything by the end of the year!

Alan Edward

I am very late getting back to you Sorry for that. My Citi credit cards (yes plural) are all Yes(Direct Connect) and do not download with the message "an error has occurred" displays with not explanation as to why there is an error. BUT…… My chase Bank and Capital One Bank use yes(Express Web Connect+) and those all work. Going back a few years ago you had the same problem when Chase Bank and Quicken changed how you downloaded transactions and that took many, many months to straighten out. Is this the same thing that is happening with my Citi credit cards?

Quicken Laura

Hi @Alan Edward,

Thank you for following up.

I reviewed your previous support tickets and noticed that the error was previously associated with an active FDP-350 alert. However, based on the connection method you are using, it is possible that the issue you are experiencing is unrelated to that alert.

At this time, this financial institution supports both Express Web Connect+ and Direct Connect, and there has been no official communication indicating that Direct Connect support is being discontinued by Citi.

Given the circumstances, I recommend contacting Citibank directly for further assistance. Their support team can review your account and determine whether there are any account-specific issues or internal errors that may be preventing the connection from working properly.

Please feel free to reach out if you have any additional questions. I'll be happy to help where I can.

Alan Edward

This is NOT Citi Bank's problem. It is Quickens fault. This is the same problem that happened with Chase many, many months ago. I had to live through your problems and I thought everything had been taken care of but apparently that is not the case. Someone has to step up and fix your system since we as users cannot update your system to get it to work. I have been unable to balance my accounts for 2 months because of your problem. When will Quicken step up and do the right thing?

Quicken Laura

I understand how frustrating this situation can be, especially when you're unable to connect to an account that was previously working.

As an additional troubleshooting step, you may want to try reconnecting the account using Express Web Connect+. Before proceeding, I recommend creating a backup of your Quicken data file.

1. Deactivate the affected accounts

Select the Tools menu and select Account List....
In the Account List, select the account you want to deactivate, and then click Edit.
In the Account Details window, click the Online Services tab.
Click Deactivate next to the service you want to disable.
Click Yes to the message confirming if you want to disable this service.
Repeat these steps for each affected account.

2. Reactivate and relink the accounts

Go to Tools> Add account
Select the bank for the deactivated account(s). If prompted, select the connection method (Express Web Connect +).
Enter your credentials and click Connect.
When the list of located accounts appears, choose LINK next to each account you want to reactivate (do not choose Add, as that would create duplicates).
Click Next then Done on the last prompt.

Please feel free to reach out if you have any additional questions.

Alan Edward

I did this deactivate, add account routine. I chose one credit card because it did not have a lot of activity. When I ran a reconciliation to the bank's statement, there was a note that an amount was added that had something to with dates - I did not copy that message which is too bad since cannot then figure out that problem. That said, I did get transactions downloaded. Now I have to update 3 other credit cards to see if I can get them back in sync with Quicken. At least there is some good news for me.

Quicken Laura

@Alan Edward,

I’m glad to hear you were able to successfully download transactions for one of your accounts.

Please don’t hesitate to reach out if you have any additional questions or need further assistance.

Alan Edward

I have now completed all 4 of our CITI credit cards. The change over got easier as I did each one. Thank you for your information on how to do the change. I need to keep this until the next time this happens! Remember, I said this happened when Chase Bank and Quicken changed how they communicated.