citi banking

Does qucken ( personal ) software work with Citibank online ?
Cannot seem to get a firm answer from Citibank nor Quicken customer support.
Again, this is for Personal NOT business.

Comments

  • UKRUKR SuperUser ✭✭✭✭✭
    edited September 2018

    Any currently supported version of Quicken works with Citibank.

    I only have a credit card account with them and it's been connected and working well for years.

    P.S.:

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  • HermanHerman Member ✭✭
    edited May 2018
    My credit cards work, but not my checking accounts
  • UKRUKR SuperUser ✭✭✭✭✭
    edited September 2018

    In case of transaction download errors

    Please provide more
    details.

    What error codes,
    error messages, symptoms do you get?

    What bank(s) are you having issues with?

    What account types (checking, savings, etc.) are you having issues with?

    Does this problem
    occur when you run One Step Update from your desktop or when you attempt to use
    the Quicken Mobile App?

    What have you tried so far to resolve the issue?

    What version of Windows or Mac OS are you using?

    Also need to know what version and release of Quicken you are using. You must
    be on the latest release (patch) level for your supported Quicken version. If
    you're missing patches, update your software first.

    Click Help / About Quicken (Mac: Quicken / About Quicken) to determine
    year/version and release.

    Quicken for Windows
    users: If you feel like beginning to troubleshoot this yourself, please read
    and follow instructions here:

    https://getsatisfaction.com/quickencommunity/topics/actions-windows-desktop-users-can-take-to-remedy-connection-errors-and-password-change-issues

  • HermanHerman Member ✭✭
    edited October 2018
    Error code CC-508. I get this error code when doing the one step update on a Citibank Savings Plus account.
    I get the following "Your Financial institution's website has a new page or pop up window that needs your response"
    I am running this from my desktop running Quicken 2016 R 16.1. All updates and patches have been applied.
  • SherlockSherlock SuperUser ✭✭✭✭✭
    edited May 2018
    Herman said:

    Error code CC-508. I get this error code when doing the one step update on a Citibank Savings Plus account.
    I get the following "Your Financial institution's website has a new page or pop up window that needs your response"
    I am running this from my desktop running Quicken 2016 R 16.1. All updates and patches have been applied.

    Quicken continues to have difficulty maintaining the Express Web Connect connection method.  If you are not willing to accept the unreliability of this connection method, I suggest you use the Direct Connect or the Web Connect connection method if available instead.  If you haven't already, you may want to review: https://www.quicken.com/support/how-quicken-connects-your-bank

    If you wish to continue to use the Express Web Connect connection method,  you may want to attempt this sledgehammer approach compiled by Arctic Hare:

    Most Express Web Connect connectivity issues can be resolved (permanently) by executing the procedure below. It is important that you follow procedure precisely. Don't skip steps or use alternate methods.Please post (detailed) results.

    To start, as a diagnostic test, create a new Quicken file and try to set up your Express Web Connect downloads in the newly created file. If you can successfully download via EWC into the new file (and maintain the correct currency setting for all affected accounts), then deactivate the online connections in the test file and go back to your old/original file and complete the following procedure, being careful to follow it exactly and not skip any steps. If you were able to download into the new file, executing the following procedure will likely resolve your downloading issues. 

    1. Create a copy of your data file using File-->File Operations --> Copy;
    2. Open the newly created copy;
    3. Go into Tools-->Account List
    4. For all active Express Web Connect (EWC) connections, including Hidden accounts, click on Edit then click on the Online Services tab. Then click "Deactivate". Before closing each Account Details dialogue box, delete the financial institution name and account number from the General tab. Note: you do not have to deactivate Direct Connect or Web Connect connections; leave those activated.
    5. Once you are done deactivating all EWC connections, go to Tools-->Online_Centre and hold down CTRL + SHFT while you click on UPDATE/SEND button or the "UPDATE ACCOUNTS" button (it is labelled differently between versions). [Note: some users cannot complete this step because they have an EWC LINKed mortgage account that can't be deactivated. If this applies to you, contact Quicken tech support for a method to deactivate the EWC connected mortgage]
    6. Close Quicken [don't skip this step]
    7. Re-open Quicken
    8. Create a copy of your data file using File Operations --> Copy;
    9. Open the newly created copy;
    10. Perform a file validate: File_Operations-->Validate&Repair-->Validate_File-->OK; if this first validate finds an account error, referencing an account with a name similar to "ACCT_24" or "ACCT_2c" or anything starting with "TEMP", which don't appear in your account list or category list, then the validate process is flushing out the corruption causing the unknown account type in EWC setup.
    11. Perform another file copy again using File Operations --> Copy;
    12. Again, open the newly created file.
    13. Validate the file again; if this second validate finds a problem with a category, which wasn't found on the first validate then you are continuing the process of flushing out the corruption causing the "Unknown Type" in the EWC setup.
    14. Perform another file copy again using File Operations --> Copy;
    15. Again, open the newly created file.
    16. Validate the file again; typically, there will be no error found this time, but if you do find another account error, repeat the cycle until no account or category issues are found.
    17. Go to the Online Centre. Hold the Ctrl+Shift+F3 keys and click Contact Info in the Online Center screen. This will bring up a list of all FI profiles contained in the data file. There should be no FI's in that list other than those associated with direct connect connections; i.e. if you use Express Web Connect or Web Connect to connect to a particular FI, then that FI should not appear in this list. If any FIs for which you use WC or EWC do show up, delete them from this list because it may help clear any invalid profiles from your data file. 
    18. Close Quicken.
    19. Reopen Quicken.
    20. Go to Account list, click on Edit for one of the files for which you want to re-setup Express Web Connect, Click on the Online_Services tab, click Setup and follow the instructions.
    21. When you get to the dialogue box where you can ADD, LINK, or IGNORE accounts, be certain that you LINK the accounts. It is critical that you pick the link account from the pick list even if Quicken appears to have proposed the correct link automatically. Don't just accept the auto LINK.
    22. Once the setup process completes, you'll probably be back up and running
    23. You may have duplicate transactions, which you can accept into the register (if not accepting automatically) and delete
    Please post back with detailed results.
    Quicken user since 1997
    Premier on Windows 10
  • FiddlersElbow1FiddlersElbow1 Member ✭✭
    edited May 2018
    Herman said:

    Error code CC-508. I get this error code when doing the one step update on a Citibank Savings Plus account.
    I get the following "Your Financial institution's website has a new page or pop up window that needs your response"
    I am running this from my desktop running Quicken 2016 R 16.1. All updates and patches have been applied.

    Herman, you are not the only one having the issue.  CC-508 when you disconnect and try to reestablish direct connect as well.  It has been going on for over a week.  About since they pushed the latest 2018 version update.  Today, I get a CC-502 message instead.   Citibank is giving people conflicting info on connections as they stopped supporting it for bill payments back in 2015.  Transaction downloads are supposed to be available.  When I got someone who seemed to know in tech support they insisted it is a Quicken issue.  I am running the most recent 2018 version too.  To get my transactions I had to manually download them.  I tried going through with Quicken and have a case #, but I couldn't get through everything due to the amount of time.  Citi indicated they have been getting a lot of calls about it. 
  • FiddlersElbow1FiddlersElbow1 Member ✭✭
    edited May 2018
    Herman said:

    My credit cards work, but not my checking accounts

    You are not the only one... see below
  • Quicken SarahQuicken Sarah Administrator, Moderator ✭✭✭✭
    edited May 2018
    Herman said:

    Error code CC-508. I get this error code when doing the one step update on a Citibank Savings Plus account.
    I get the following "Your Financial institution's website has a new page or pop up window that needs your response"
    I am running this from my desktop running Quicken 2016 R 16.1. All updates and patches have been applied.

    Hello FiddlersElbow1,

    Thank you for taking the time to report this issue and I apologize for any frustration or inconvenience this has or may further cause.  We are currently investigating reports of receiving a CC-502 error code in Quicken for Windows and a HTTP 403 error code or a ccscrape.102, 102 error in Quicken for Mac when attempting to add accounts or download transactions.

    Please contact Quicken Support and reference Alert A-0255.  The Support Agent will need to review your log files and possibly escalate this issue to our service providers for resolution.

    Thank you,

    Sarah
  • Rich_MRich_M SuperUser ✭✭✭✭✭
    edited January 2019
    Yes, they support Direct Connect for credit card accounts and Express Web Connect for banking accounts, I've been using it for decades.  I have found DC to be very reliable, EWC has its occasional hiccups which can eventually be resolved.  They used to support DC for banking accounts until a few years ago, not sure why they dropped it.
    Quicken 2017 Premier - Windows 10
  • LucilleLucille Member
    edited May 2018
    This is a Quicken problem.  

    How do I know?  I have other personal finance software and Citi downloads transactions just fine using Direct Connect with their software.  

    Doesn't work in Quicken Mac or Quicken Windows.  Something is broken on Quicken's end.
  • FiddlersElbow1FiddlersElbow1 Member ✭✭
    edited May 2018
    Herman said:

    Error code CC-508. I get this error code when doing the one step update on a Citibank Savings Plus account.
    I get the following "Your Financial institution's website has a new page or pop up window that needs your response"
    I am running this from my desktop running Quicken 2016 R 16.1. All updates and patches have been applied.

    The issue is continuing.  Not everyone can take hours to go through it.
  • LucilleLucille Member
    edited May 2018
    Herman said:

    Error code CC-508. I get this error code when doing the one step update on a Citibank Savings Plus account.
    I get the following "Your Financial institution's website has a new page or pop up window that needs your response"
    I am running this from my desktop running Quicken 2016 R 16.1. All updates and patches have been applied.

    And with a US holiday weekend, I wouldn't expect any kind of a fix for days and days and days.  

    This always happens with Quicken over holidays.  
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited May 2018
    Lucille said:

    This is a Quicken problem.  

    How do I know?  I have other personal finance software and Citi downloads transactions just fine using Direct Connect with their software.  

    Doesn't work in Quicken Mac or Quicken Windows.  Something is broken on Quicken's end.

    Interesting. What other financial software uses Direct Connect?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
This discussion has been closed.