Can't add a Citibank account

samuelmeeks
samuelmeeks Quicken Windows Subscription Member
edited September 10 in Errors and Troubleshooting (Windows)

I have two CC connected to citibank working fine. I just got another CC that is a business card so that I have a different login to Citi. When I try to add the new card at the end I get the error message 'Records Don’t Match'. I have seen other posts with this same problem over the past 6 months but none have a solution.

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @samuelmeeks,

    Thanks for reaching out! To help troubleshoot the "Records Don’t Match" error you’re seeing when trying to add your new Citibank business card, could you please provide a screenshot of the error message? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Also, could you let me know which exact Citibank instance you’re selecting from the bank list when trying to connect? For example, are you choosing “Citibank,” “Citi Cards,” “CitiBusiness Credit Cards,” or something else?

    This info will help us guide you better.

    Looking forward to your reply!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • samuelmeeks
    samuelmeeks Quicken Windows Subscription Member
    image.png

    I have tried this with Citibank and Citi Cards with the same result

  • samuelmeeks
    samuelmeeks Quicken Windows Subscription Member

    I also tried it with CitiBusiness Credit Cards with same error message

  • [Deleted User]
    [Deleted User]

    @samuelmeeks there might be something in your online profile for the card that doesn't match your information on file with with bank. (maybe phone number, address, zip code?)

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