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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
RE: ONGOING 6/13/22 Citibank Citi Cards CC-502/FDP-102
cgjw
This issue has now been going on for over two and a half months! I think that is an unreasonable amount of time with no resolution in sight, I cannot help but believe that no one at Quicken is really actively working on a fix. Very disappointed!
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Sherlock
No one at Quicken is really actively working on a fix
because the issue can not be fixed by anyone at Quicken. Intuit continues to have difficulty maintaining the
Express Web Connect
connection method for Quicken. 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
Note: We've had no issues importing our transactions using the
Direct Connect
connection method with
Citi Cards
.
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. After you have deactivated the
Online Services
of
all
the account registers available with
Citi Cards
and cleared the financial institution name on the
General
tab of the
Account Details
window available at
Citi Cards
, select
Tools > Add Account...
, search for
Citi Cards
, select
Advanced Options
, and choose
Direct Connect
. After you authenticate, Quicken should provide a list of the available accounts and allow you to link the account to the appropriate existing registers.
You may need allow Quicken access to your Citi account at
https://citi.com/datamanagement
Note: When we change the connection method, the initial import may present duplicate transactions which may be deleted.
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