Unable to Edit New Citi Downloads

John Zei
John Zei Member ✭✭
edited January 18 in Registers & Transactions (Windows)

Changing category or adding memo information and then entering results in either a duplicate of the transaction, overwriting the next transaction, or advancing to the next transaction date field, which is deleted and cannot be restored. This happens only with Citi downloads and only on newly downloaded transactions. Using Quicken Classic Home & Business R65.29, Version 27.1.65.29, Windows 11 Version 24HD on a PC. The only solution thus far is to close Quicken and then reopen, which results in accepting the transaction edits and restores the next transaction to the correct information. This band aid only works one transaction at a time, for example if there are 5 transactions that require editing Quicken has to be closed and then reopened 5 times.

The following fixes have been unsuccessful: deactivating the Citi account and then activating through direct connection, reloading the file, validating the file, backing up the file after each transaction edit, loading a backup file, uninstalling Quicken entirely, and reinstalling. Worked with Quicken support, including direct PC access, but no solution.

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @John Zei,

    Thank you for sharing your experience, though I am sorry that these issues are ongoing.

    I do see you contacted support for assistance with a Citi-related issue in October, and it sounds like you have done most of the troubleshooting steps that we would recommend already.

    I have some follow-up questions for you.

    • How long has this issue been happening?
    • Where is your data file located?
      • You can see this by going to File. The first file listed at the bottom of the menu is the file you are currently in and using. The file pathway will be displayed there, and that is what we are looking for.
    • Is your file being backed up/synced by any third-party services like OneDrive, Carbonite, or Google Drive?

    Looking forward to your response!

    Quicken Alyssa

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  • John Zei
    John Zei Member ✭✭

    It has been happening for about 3 weeks. The file is backed up both locally in the backup folder created by Quicken and on a separate drive. I have tried to correct the problem by reloading the file from both the backup file directly associated with Quicken and from the secondary backup file on a the separate drive. Neither restoration solved the problem. There is no third party backup.

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