Downloading Citi CC issue 6/21/2025-1/6/2026

Brad J
Brad J Quicken Windows Subscription Member
edited February 9 in Download, Add/Update Accounts (Windows)

I have a Citi CC and tried downloading activity. It skipped all activity from 6/21/2025 - 1/6/2026, but included all activity before and after these dates. Not wanting to manually input six months of transactions into Quicken, I was able to download my 2025 activity into an Excel worksheet. Can I download the worksheet into Quicken?

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Brad J,

    Thank you for reaching out with this question. Quicken isn't able to import Excel Worksheets. If you're able to convert the file to a CSV file and format it the way that Quicken needs in order to import, then you would be able to import that information into your Quicken as a new account (There is no option to link to an existing account when importing a CSV file). You would be able to copy/paste the transactions from the new account into the correct account. For information on importing a CSV file, please see this article: https://info.quicken.com/win/import-transactions-from-csv-file .

    I hope this helps!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Brad J,

    We haven't heard back from you in a while. Do you still need assistance?

    Check back and let us know! Thank you.

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    Quicken Kristina

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