Citibank credit card account problem

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Quicken Windows Subscription Member ✭✭
edited September 2021 in Download, Add/Update Accounts (Windows)
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Best Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Perhaps you may use a different financial institution name.   If the accounts are available using Citi Cards, I suggest using the Direct Connect connection method.  If you haven't already, you may want to review: https://www.quicken.com/support/how-quicken-connects-your-bank
  • Quicken Windows Subscription Member ✭✭
    Answer ✓
    This did the trick, thanks! Also nice to see Citi Cards supports Direct Connect!

    I had been using Web Connect (since Citibank stopped supporting Direct Connect a few years ago) and it would occasionally resend transactions already received.
  • Quicken Windows Subscription Member ✭✭
    Answer ✓
    To be clear for anyone with the same issue...to resolve I restored to an earlier file, deactivated Online Services for the 2 accounts, then Added Accounts using Citi Cards as the financial institution (as opposed to Citibank), once it found my accounts I didn't add them but instead Linked To Existing Account for each card.

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Perhaps you may use a different financial institution name.   If the accounts are available using Citi Cards, I suggest using the Direct Connect connection method.  If you haven't already, you may want to review: https://www.quicken.com/support/how-quicken-connects-your-bank
  • Quicken Windows Subscription Member ✭✭
    Answer ✓
    This did the trick, thanks! Also nice to see Citi Cards supports Direct Connect!

    I had been using Web Connect (since Citibank stopped supporting Direct Connect a few years ago) and it would occasionally resend transactions already received.
  • Quicken Windows Subscription Member ✭✭
    Answer ✓
    To be clear for anyone with the same issue...to resolve I restored to an earlier file, deactivated Online Services for the 2 accounts, then Added Accounts using Citi Cards as the financial institution (as opposed to Citibank), once it found my accounts I didn't add them but instead Linked To Existing Account for each card.
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