Update on Citibank download issue [edited]
Phil Burton
Member ✭✭✭✭
I thought that I should do an update on this issue.
On June 2 last year, I wrote a six page letter, with screenshots, to the Citibank Chief Executive Officer, Global Consumer Banking. I got a letter back in response to set up a call with someone from the "Executive Response Unit." The person I spoke with said that their web team agreed with the issues I raised, which are described in this discussion: https://community.quicken.com/discussion/7856843/multiple-issues.
He was very nice, but he would not commit to any sort of a fix! Several months later, seeing no fixes to the issues I raised, i wrote a second letter. I got a reply letter that took several paragraphs to say nothing at all. These download issues continue.
A new issue is that sometimes, intermittently, I can do a single download for all my accounts, using the older format to select "Current Page Views" or additional accounts. if I use this older format, Quicken doesn't automatically recognize the account number for the download. instead, it prompts me to either create a new account or to manually match up the downloaded transactions with an existing account. More steps, more wasted time.
Additionally, not q Quicken issue as such, sometimes on the account page the link to download statements does not not appear. This is like playing whack-a-mole in reverse.
Is there any way to induce Citibank to perform proper software quality control on their website?
On June 2 last year, I wrote a six page letter, with screenshots, to the Citibank Chief Executive Officer, Global Consumer Banking. I got a letter back in response to set up a call with someone from the "Executive Response Unit." The person I spoke with said that their web team agreed with the issues I raised, which are described in this discussion: https://community.quicken.com/discussion/7856843/multiple-issues.
He was very nice, but he would not commit to any sort of a fix! Several months later, seeing no fixes to the issues I raised, i wrote a second letter. I got a reply letter that took several paragraphs to say nothing at all. These download issues continue.
A new issue is that sometimes, intermittently, I can do a single download for all my accounts, using the older format to select "Current Page Views" or additional accounts. if I use this older format, Quicken doesn't automatically recognize the account number for the download. instead, it prompts me to either create a new account or to manually match up the downloaded transactions with an existing account. More steps, more wasted time.
Additionally, not q Quicken issue as such, sometimes on the account page the link to download statements does not not appear. This is like playing whack-a-mole in reverse.
Is there any way to induce Citibank to perform proper software quality control on their website?
Been using Quicken (and TurboTax) since DOS days in 1990s.
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Comments
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Any reason you are not using direct connect as your download method? I have one Citi branded credit card and direct connect works flawlessly after going through the authorization process.0
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Markus1957,
When I tried to do direct connect, it did not work with all my various different Citibank accounts. I guess I should try again. If I have an issue with any one account, then I'll post a question.Been using Quicken (and TurboTax) since DOS days in 1990s.0 -
So I just tried to set up direct connect, and it bombed. I'm starting a separate t thread.Been using Quicken (and TurboTax) since DOS days in 1990s.0
This discussion has been closed.