When will the Costco Citi Visa download issue be resolved?

ptnic
ptnic Member
My Mac Quicken will not link to CITI Bank Visa bank for downloading transactions. Getting error. Password works with bank directly.

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Try using "Citi Cards" as the financial institution name.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    UKR said:
    Try using "Citi Cards" as the financial institution name.
    These days there is a bit more to it.  In the old days "Citi Cards" would always get you Direct Connect.  Now you have a choice of Direct Connect, but also Express Web Connect (Citibank is Express Web Connect only).  You need to go into the Advanced options and make sure that Direct Connect is being used.

    What's more you have to authorized Quicken access on the Citi Cards website:
    Select the Profile -> More Settings -> Manage Desktop Apps
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • DanDan
    DanDan Member
    Thanks very much! I was wondering why I couldn't add access in the Citi online account. Computers need to be happy... Everything seems to be working again.
  • JWC
    JWC Member
    I too am using Mac Quicken and have lost the ability to sync my Costco credit card. I have used the Citi bank website to grant permission but my account still will not sync. I tried using the alternate bank name of Citi Cards and this failed. Any help would be greatly appreciated.
  • RickO
    RickO SuperUser, Mac Beta Beta
    Having given permission on the Citi website, and using FI name "Citi Cards", make sure you're set up using Direct Connect rather than Quicken Connect:

    Choosing Direct Connect
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Michael R
    Michael R Member ✭✭
    Adding Citi cards did it. Thanks so much that worked.
  • Aling51
    Aling51 Member
    It worked many thanks!