- Quicken problems with citibank. May 24, 2022 · This month I updated to Quicken Mac version 6. Citi has apparently stopped supporting anything but Direct Connect. May 15, 2024 · Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. I reconnected and even changed my PW for Citi but no success. Desktop to directly access your Citibank account information on your behalf. These problems only occur with Citibank. Since this change when I download transactions into Quicken and go to Reconcile the account, my balance is showing as $10 (which it is not). I had to manually add those. No solution as yet. It found the deactivated accounts and let me link them correctly in Quicken. Jan 19, 2024 · I don't want to delete the account that ended up with the erroneous downloads - there's much history and transfers linked to other accounts. Jan 23, 2024 · Based on what others did I followed their steps. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. Feb 1, 2021 · Deactivate your Visa account in Quicken and then reactivate it (via Set Up Now on the Online Services tab of Account Details or via Add Account) with the Citi Cards link instead of the Citibank link. Under the account details, it's Online Services tab now says connected to Citibank - appreanty no longer to the bank it was connected to before. 8. 3. A CC-800 is accompanied with the message that "It appears that one or more account(s) at Citibank have been deleted". I am unable to download any transactions from Citibank. Dang, it's annoying Citi/Quicken experience these outages. Several hours on the phone with Quicken tech support and Citibank. Apr 2, 2024 · Struggling with downloading your credit card transactions in Quicken? Watch our step-by-step guide to troubleshoot and resolve these issues effectively. However, since the change, one step download (if that is the right term), no longer works. Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. The problem was almost solved. Currently, there is a new Open Alert regarding Citibank accounts and online banking errors that is very likely relevant to your situation. Tried using different Citi connection options in the add account window (Citibank, Citi Cards, Costco Anywhere Visa Card by Citi) Submitted an issue through quicken Help → "Report a problem" but haven't heard back yet. I am also having this problem, when I run the One Step Update on Ver R32. This problem I'm experiencing is a new development with Quicken Connect. In this process, I was able to just relink the accounts. Transactions are being added, transactions are missing, old transactions are being duplicated, Is anyone else having these problems with downloading… I have been trying to add my Citi credit card account to Quicken since I subscribed a month ago and was finally able to get it to work. Mar 28, 2024 · Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. If they wanted to fix it, they would have put the right people on this. If you encounter an Incomplete Registration message when attempting to authorize your Citibank accounts, you can typically resolve this by changing your default browser. Citibank is too big not to be a part of Quicken download ability, and I’m done with these autogenerated”we’re still working on it” messages. Tried removing Quicken from Citibank site and then trying to re-add my Quicken-deleted Mastercard account. 8, version 27. 1 and since then all of my Citibank accounts I cannot download anymore. So my account wouldn’t reconcile. For regular banking accounts you have to use Citibank and Express Web Connect +. Neither Citibank nor Quicken has ever fixed the problems. I have downloads transactions with no problem. He did not seem overly concerned. Get something done NOW or own that it never will! 0 I recently started getting the dreaded cc-502 error when trying to update my citibank transactions. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files, a sanitized data file, and screenshots (if possible) attached in order to contribute to the investigation. Sep 7, 2022 · Yes, I am attempting to add a new credit card account at Citibank. If it is Quicken Connect, then it is subject to the above problem with missing transactions. slhcrnp Quicken Mac Subscription Member . Spoke with representative of Quicken's CEO who called me and "made notes". This account has nothing to do with Citi, and was not the account selected when I linked t Thank you for looking to the Quicken Community for more information. Jun 21, 2024 · Until recently, a week ago, I was able to export my Citibank credit card transactions to Quicken Deluxe on my desktop with no problem. In order to do this, you must grant access to third-party desktop apps in your Citi account settings with the following It is very clear that Quicken doesn't consider downloading transactions reliably from Citibank to be a high priority item. That card at Citibank does allow for downloading via the Direct Connect (DC) method, arguably the most reliable method out there, so if you're not using that method I'd suggest you pull up the Account Details window, click on the Online Services tab, and click on "Change We've had no issues importing our transactions using the Direct Connect connection method with Citi Cards. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less Jan 20, 2024 · Now I need to reset my Windows default back to Chrome. Removed Quicken from the list & tried to Add it back, didn't work. I was guessing it was a 2fa problem, presumably this authorization page was created to overcome 2fa problems. I have been connecting Quicken and Citibank without problem for many years. 3 days ago · Quicken Anja 351 views 3 comments 0 points Most recent by Quicken Kristina September 6 ONGOING! 9/2/24 Texas National Bank of Jacksonville FDP-163/CC-511 Quicken Kristina 32 views 2 comments 0 points Most recent by Quicken Kristina September 2 Feb 29, 2024 · With respect to the inability to download transactions from Citibank Mastercard, I spoke with a human at Citi who said the problem is with Quicken and that there is no work around. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less Aug 18, 2022 · As I mentioned right above your post, despite Quicken saying that it has no solution (yet) to the problem, I managed to get my Citibank downloads working even with 2FA enabled. com (assuming you have a Private Bank relationship). Becoming extremely frustrated because it has been the last couple of upgrades something stops working. This only applies to credit cards. For one account, only the last 7 days of transactions were downloaded. May 31, 2024 · Just recently (May 2024) Citibank changed its online interface to download transactions. I downloaded from Citibank to Quicken & the download worked, but Quicken still can't access Citibank to One Step Update. Citi seems to be working fine now. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less Jan 22, 2024 · I have the same problem with Citibank . In Citibank chat, I asked the rep if a closed account, that still appeared on the Citi website, could be removed from the Citibank site. I cannot process quicken routines to obtain the download authorizations. Jan 19, 2024 · Same problem here, tried going into Citibank to reauthorize Quicken, it gave me 10 minutes to do what needed to be done but Quicken would not cooperate. As you noted, this has been a problem on-and-off for years. Quicken says it is a Citibank problem, and Citibank says it is a Quicken problem. Quicken users tend to believe the world revolves around them when in reality for most financial institution, they are tiny minority of their users. The bank authorization routine is so abbreviated I cannot determine if I am doing something wrong to implement this new bank authorization process. Plus, if I search Citi for "Quicken", nothing about this page shows up from what I've tested. So clearly quicken has to start the session in the final browser being used. Quicken is a registered Thanks for responding! Citibank and after reviewing the issue responded that Citibank does not support Quicken, period. Downdetector only reports an incident when the number of problem reports is significantly higher than the typical volume for that time of day. During the set up process be sure to Link the download to your current Visa account in Quicken when prompted to avoid Quicken setting up a new Aug 12, 2020 · Since approx. I have shamed the CEO and CIO on these forums. I call Quicken and nobody knows nothing. But then Quicken did not get back the completed registration info so it failed. I do not know whether it is relevant, but it is curious to say the least. I have mentioned this latter detail to Quicken Support in chat. I experience a lot of difficulty with the downloads to Quicken, as well as many other problems on the Citi website unrelated to Quicken. Jan 20, 2024 · The reauthorization screen is blank, tried to download from Citibank into Quicken and that didn't work either. So Chrome must somehow be filtering this traffic - because copying the link into Edge started the authentication process correctly. 2. The problem is, you must use Direct Connect which, to my knowledge, is being phased out. Jul 17, 2024 · This chart shows a view of problem reports submitted in the past 24 hours compared to the typical volume of reports by time of day. Since this problem had been going on for more than a week, some transactions were missing. What cleared the issue with Citibank reauthentication follows (mileage may differ): In your default browser clear your cache; 2. Mar 31, 2023 · I can't connect either (first Trying to). Having Deactivating Quick download from Citibank, I then found that Reactivating download (withing the Citibank timeout) re-established the Quicken download from Citibank. It has been found that recently if one changes their password or deactivating and goes to reactivate, or tries to setup a new account, it will not work even with "Citi Cards" and using Direct Connect. You can permit apps and websites such as Quicken® and QuickBooks® Desktop to directly access your Citi account information on your behalf. Aug 27, 2024 · Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. For example, if you use Google Chrome as your default browser, select Microsoft Edge In addition to not downloading transactions, Quicken deletes transactions from prior years which causes my accounts to be out of balance. Hello @jjrichards,. What I have discovered so far: 2 fact authentication must be off. Maybe 6-8 months ago, not exactly sure, Citibank changed its website, whole new set of pages, and arguably an improvement. I have no problems with other accounts. Select a different browser. Jun 21, 2024 · Hi-I was prompted to reauthorize my Citibank (Visa credit card) connection. Quicken Anja 349 views 3 comments 0 points Most recent by Quicken Kristina September 6 Alerts, Online Banking & Known Product Issues Chase Bank Download Not Working Scott Baines 95 views 6 comments 0 points Most recent by Scott Baines September 1 Download, Add/Update Accounts (Windows) With the only information being a question without other detail it's impossible to answer the "why does" question. May 21, 2022 · Here is a view of the authorization screen, like I said I never knew this existed. I dread calling Citibank because life is too short. I don't have a 2-step login set with Citibank but I keep getting the message: The current multi-factor authentication method at Citibank is not supported. Jun 12, 2024 · Used advance settings in the quicken add account settings to try and connect using Express Web Connect and Direct Connect. The ongoing OSU problem with Costco Citibank CC, my account has now started to reconcile after using Update Now feature, can't find anywhere to turn this off ?? If you haven't already, I suggest you deactivate the Online Services of the register (open the register, press Ctrl + Shift + E, select the Online Services tab), clear the name of the financial institution (on the General tab), and select OK. I have been a Citibank customer for around 20 years, and it has only been in recent years that these problems started. Feb 6, 2024 · ISSUE RESOLVED: For my problem linking Quicken Deluxe and my Citibank credit card, the account is now linked to Quicken. To connect to your account, you must change the multi-factor authentication method at Citibank. This obviously is not the case. He said he would unlink the old account and it would take about 2 hours to clear the system. Obviously, Quicken is connecting to the CitiBank Servers. Quicken 2020, Release 31. Windows: Go to the Start menu > Settings > Apps > Default Apps. When I went to reauthorize, its Quicken shows the account type as checking and only brings up checking accounts to reconnect to. 7. It is common for some problems to be reported throughout the day. ) reserved. 4. So using my usual routine, I selected the time period to download transactions then clicked on the export button. Why did you change the connection, the same thing happened the last time you tried to change the connection and you ended up going back to the old way. The trick is to link to Citi Private Bank instead of citibank. My mother-in-law's Quicken file with her personal account also fails. The example today was with the Citi checking account which was reconciled through June 30. Mar 9, 2024 · Problem still unresolved. I have gone back numerous times to find the deleted transactions, but now it has happened so frequently that it is too much work. Sep 6, 2021 · To be clear for anyone with the same issueto resolve I restored to an earlier file, deactivated Online Services for the 2 accounts, then Added Accounts using Citi Cards as the financial institution (as opposed to Citibank), once it found my accounts I didn't add them but instead Linked To Existing Account for each card. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less Dec 1, 2021 · When I connected JUST the single credit card account, Quicken wanted me to "add" all my Citibank accounts. After over 25 years using Quicken to pay my bills, it sadly appears I'm now left with no alternative but to pay bills elsewhere. Ensu I just went through this on a PC. Multiple retries will usually succeed but sometimes I have to deactivate and reactivate all 7 accounts. When I pointed out that "Download Transactions" when selected when logged into the account, the options include Quicken QFX and QIF, support mentioned that Quicken support was discontinued a long time ago approximately 2 years ago. The following problem occurs most months with my two Citibank accounts but not any other accounts. 1. " Selecting [Add Access] gives you some amount of time (10 min?) to connect to Citibank via Quicken. That isn't the problem. After reboot start up Quicken. April 2022 edited June 2022. Mar 16, 2024 · I have deactivated and tried activate my Citibank credit card several times. However, I had done the same thing a few days ago and periodically, Quicken seems to not be able to recognize credit card accounts? I have the same problem. 12 it looks fine, but when the One Step Update Complete Screen comes back my Vanguard and BOA accounts say complete. The citibank box pops up, and so I click on it, and put in log name and password. This morning, June 26, I successfully reconnected and downloaded all of the latest transaction data for my Citibank accounts (including linked credit cards). Depending on the difficulty of the problem and whatever other priorities they have this problem might be "Will get it when we have nothing else This problem is also on the Windows side, because the problem is at Citi. Jan 20, 2024 · Both Citibank and Citi Cards use the same username and password. I got the July statement and downloaded my transactions, but it also put numerous duplicate transactions for prior months in my account. As I set them up again, Quicken found each of the accounts at Citibank and allowed me to link them to their corresponding accounts in Quicken. We have forwarded this issue to the proper channels to have this further investigated. Check to make sure it is setup that way. Please note that QuickBooks® Online and QuickBooks® Self-Employed are managed in the Apps with Account Access page. I have the Costco and Advantage Citi cards and have been unable to have QFM connect with them for several days. I had to disconnect the account in Quicken, go to a authorization link that showed up when trying to reconnect to allow Quicken access to my Citi account, and then reconnect the Quicken account to Citi. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less Are you asking about Citibank Checking, Savings accounts or the Citi Credit Cards? AFAIK, Citi credit cards should be connected using the "Citi Cards" Financial Institution Name and "Direct Connect" as the download protocol. . The Citi Bank /Kohls/Best Buy Accounts do not appear on the screen. Regarding QUICK PAY, after being told since March and the change to Express Web Connect that Quicken is “working on it” and we’ll soon be able to pay bills electronically again, Quicken now tells me I’ll never be able to pay bills electronically to Chase bank Feb 27, 2024 · Note the reason for asking what the financial institution is because with Citi Cards you can select to have Direct Connect, which doesn't have this problem. Clear the setup for Citibank in the Citibank setup. Additionally: under your profile select more settings, then manage desktop apps that have access, then click the button that says add access. 2 weeks I have a problem with Citibank Checking and Savings Account downloads/updates through Express Web Connect. Very frustrating. The problem is that you have to use Citi Cards to even get the option for Direct Connect. Although you didn't ask, I using Windows 10, Version 20H2. If you're not using the Direct Connect connection method with your Citi Cards account registers, I suggest you deactivate the Online Services of all account registers available with Citi Cards and clear the name of the financial institution on the General tab of the Account Details window. Reboot your system - just clearing the cache didn't work. I receive a message that the bank may be offline but now several days later there is still a problem. I just signed up for Simplifi and I can't use it because I can't get it to connect to Citibank. The financial institution is Citibank, as I said in the title of my query. It makes sense if the problem is at Citibank. The outage (for me) lasted from June 20, 2020, through June 25, 2020. Still same blank, white Citi screens. Incidentally, I have another separate Citi card that is also connected via Quicken Connect and it has not been experiencing problems. 31. It fails with a variety of errors about 20% of the time. ctn wgtxh zdzr wrrmgdc uargn bmngs fqy xgpshz exxc ngpwnz