Is Citi Card Direct Connect still an option?

leishirsute
leishirsute Quicken Windows Subscription Member ✭✭✭✭

When using OSU today, Quicken stated that Citi Card had to reauthorize access. There was no Advanced Option to select Direct connect. There was only a Citi Card login screen. Once logged into Citi Card, control was given back to Quicken to link the Citi Card account using Express Web Connect+. There was never an option to select Direct Connect.

Has Direct Connect been removed for Citi Card?

If not, how is it setup?

It's not that big a deal, but Direct Connect seemed to be a more reliable and quicker connection compared to the Web Connect's.

Deluxe R58.9, Windows 11 Pro

Answers

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    edited August 27

    Nevermind. I was able to figure out how to Direct Connect with the help of prior posts.

    However, the register no longer shows Online Balance and if I try to reconcile, Quicken states that transaction download was not run prior to reconciliation, which is not true.

    Maybe it will resolve with tomorrow's download.

    Update: I deactivated and reactivated this account for a 3rd time and now the online balance displays.

    Deluxe R58.9, Windows 11 Pro

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @leishirsute,

    Thanks for coming to let us know! Please let us know if the online balance issue is resolved!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭

    Unfortunately, when comparing the Citi Card website to Quicken, I saw that Quicken is not downloading transactions since 8/27/2024 using Direct Connect. So I deactivated Direct Connect and connected via Express Web Connect+. Two transactions downloaded and the online balance in the account register updated correctly. So I deactivated and retried Direct Connect. There were no new transactions to download, however the register is now missing the online balance even though the Last download date/time stamp is correctly updated for the register.

    OSU for Citi Card yields an incorrect online balance and balance date when using Direct Connect.

    I may have to start using Express Web Connect+.

    With the obscure procedure to setup Direct Connect for Citi Cards, transactions not downloading, and online balances not showing, it seems to me Citi Card is steering use away from Direct Connect.

    Deluxe R58.9, Windows 11 Pro