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Citi credit card balances won't update (edited)

Michael.Tx

My Citi credit cards are successfully connecting to my account, and the transactions are in sync, but the balance will not update. I've completed the AI chat recommended troubleshooting steps but without success. How can I report this to Support to resolve?

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Comments

EL1234

When you are chatting with the AI agent, ask if it can transfer you to a human. It should be able to if it's during their business hours.

Coach Kristina

Hello @Michael.Tx,

If you didn't already do this with the AI, first, check the problem accounts for pending transactions. Is the incorrect balance off by the amount of your pending transactions?

If it is, try changing the problem accounts so that they show the bank balance without pending:

Hover over the left side panel and select Dashboard.
Click the three dots in the Accounts list.
Select Bank Balance.

After following those steps, wait 4-6 hours for the accounts refresh and verify the issue is resolved.

If there are no pending transactions or the steps above do not resolve the issue, please try making the accounts manual, then add and link the accounts. To make the accounts manual, please follow these steps from our article on making accounts manual:

Switch a Connected Account to Manual

Click the Settings (gear) icon in the upper-right corner.
Select Accounts.
Locate the individual account you want to convert to a manual account.
Click the three-dot menu next to the account.
Select Make Manual.
Click Make Manual again to confirm.

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Once the conversion is complete, the accounts will appear in the Manual Accounts section.

To add and link the accounts, please follow these steps from our article on adding accounts and our article on linking accounts:

Adding a Connected Account

From the Dashboard, click + New next to the Account List.
Search for your financial institution and select it.
Review the consent message and click Continue.
Enter your financial institution credentials and click Connect.
Review the accounts found. For each account, Quicken Simplifi displays:
1. Account Name
2. Account Type
3. The action Quicken Simplifi will take for that account.
Open the Action drop-down menu and select the existing account you want to link to the account found at the financial institution.
1. Important: If you leave Action set to Add as New (No Link), Quicken Simplifi will create a duplicate account.
Ignore accounts you don't want to add
If there's an account you don't want to connect, uncheck the box next to it.

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If you already followed these steps with the AI or if the troubleshooting above does not correct the issue, then, as @EL1234 recommended, please contact Quicken Simplifi Support directly by phone or chat for further assistance. For information about contacting Quicken Simplifi Support, please see this article: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support#h_ae9ae33e3e

I hope this helps!