Cant Add Citi Custom Cash Mastercard

Recently, Citi has come out with a new credit card, called the "Custom Cash" CC. Its a Mastercard. I applied and got it. It shows up on my citi.com account along with my other credit cards using the same credentials. But I cant seem to add it in Quicken. I've tried everything to get Quicken to detect my new account (adding a new CC, de-activating and re-activating my citi login within Quicken, making sure its using Direct Connect, etc). Quicken can access my Citi American Airlines credit card just fine. But it seems to not "see" my second credit card that is accessed using the same login/pw credentials. Quicken can also access my wife's Citi Costco CC just fine as well using her own credentials.

Answers

  • Quicken Francisco
    Quicken Francisco Moderator mod

    Hello @rajuabju

    Thank you for reaching out on the community and telling us about your issue. I do apologize in the issue you're having. That is odd I'm wondering where exactly the issue is. I believe in this case it might help trying to see on a test file if we have a similar issue. This will give us a better idea of where exactly the issue is. I'll leave steps down below and you can find it on the third step on the article.

     https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

    Once you get the chance let us know what you're able to find out. From there we'll see what we're able to do next.

    Thanks,

    Quicken Francisco
     


  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    rajuabju said:
    Recently, Citi has come out with a new credit card, called the "Custom Cash" CC. Its a Mastercard. I applied and got it. It shows up on my citi.com account along with my other credit cards using the same credentials. But I cant seem to add it in Quicken. I've tried everything to get Quicken to detect my new account (adding a new CC, de-activating and re-activating my citi login within Quicken, making sure its using Direct Connect, etc). Quicken can access my Citi American Airlines credit card just fine. But it seems to not "see" my second credit card that is accessed using the same login/pw credentials. Quicken can also access my wife's Citi Costco CC just fine as well using her own credentials.
    When you tried adding a new CC account to Quicken for it, did you click on the Citi button to start the setup process or did you type Citi in the field about the Financial Institutions shown and then select Citi Cards?
    The Citi button will try to set up your CC account with Citibank.com but you want to use the Citi Cards option, instead, because that will try to set it up with Citi.com.  Then be sure to click on Advanced Options so you can select the Direct Connect option.


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