RE: ONGOING 6/13/22 Citibank Citi Cards CC-502/FDP-102

cgjw
cgjw Member
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!

Comments

  • Sherlock
    Sherlock Member ✭✭✭✭
    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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