Citi transactions download, but won't reconcile until status is manually updated

System
System Member admin
edited December 2025 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Citi Cards reporting connection issues

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  • ARR
    ARR Quicken Windows Subscription Member ✭✭
    edited December 2025

    I am having the issues where the Citi transactions download, but they do not reconcile, and I have to manually click the status to reconcile each transaction.

    [Edited - Readability]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @ARR,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information. Why are you unable to reconcile your Citi transactions? What is happening when you try to reconcile?

    I look forward to your response!

    Quicken Kristina

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

  • ARR
    ARR Quicken Windows Subscription Member ✭✭
    edited December 2025

    My Citi credit card charges download, but they do not reconcile. I have automatic reconcile set, but the screen says that my account is not reconciled. I will need to manually go in and click each transaction that has downloaded, and check the reconcile button each transaction.

    [Edited - Readability]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Please clarify. What screen are you referring to that's saying your account isn't reconciled? Is the automatic reconcile coming up, but saying the balance doesn't match the online balance? Is the automatic reconcile not coming up at all? Are you able to reconcile by navigating to Tools>Reconcile an Account or using the Ctrl+R keyboard shortcut?

    Thank you!

    Quicken Kristina

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