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Unable to download transactions from Costco Citibank Visa Card

mmquicken58

Quicken Classic Business & Personal R68.31 Build 27.1.68.31

When I go to Set Up Transaction Download for this account, it goes through all the appropriate steps, including logging in to the account to give permissions, and says everything has completed successfully and the account is linked.

But then when I go back to the Actions menu to download transactions, it again says Set Up Transaction Download, as if I had not already done so.

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Missing Transactions

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Quicken Levetta

Hello @mmquicken58,

Thank you for reaching out to us about the missing transaction in Quicken. Here are some steps that you can follow, with the article highlighted in blue:

Be sure to follow these steps in order:

1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to banking registers needs to be unchecked.

2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now. Follow the on-screen instructions to complete the update.

3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

4. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

5. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

6. Go to Actions (Gear Icon) > Register Columns > Check Downloaded Payee in the account register. This allows you to search by Payee to confirm the transactions haven't been renamed unexpectedly.

7. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

Please let me know how it goes.