Why won't QWin match manually-entered transactions from Citibank instead of adding new transactions?

hebrewten · January 2021

In the last week, I've notices that downloaded from Citibank are showing up as new transactions event though they have been manually entered and therefore should be matched. This is a new phenomenon that I have never experienced before. It is occurring on 95% of my transactions from Citibank.

Quicken Francisco · January 2021

Hello @hebrewten

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here what could be causing the transactions to not want to match with your existing ones. One thing we can attempt here is to see if by resetting the connection we're able to get it to register to match again to the manually entered transactions. I'll leave instructions down below.

First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below.

https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

https://www.quicken.com/support/reactivating-deactivated-account

Once you've given this a try let us know how it goes! If you're having issues afterwards let us know and we'll see what we can do next.

Thanks,

Quicken Francisco

Why won't QWin match manually-entered transactions from Citibank instead of adding new transactions?

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