Costco Citi Visa Not Updating Quicken again..Closed
I don't update every so not surre when Citi stopped sharing my acct info with Quicken again. I believe they had same problem in August. When I log into quicken to update, all other accounts update as expected. Citi Costco implied I needed to setup my Citi account again which I did. No matter what I did, outside of deleting account, I would get to the consent page and time-out. Also found out no Quicken or tech support on weekends.
Running current win 11 version andd Quicken VERSION R58.14 BUILD 27.2.58.14..
Appreciate confirmation or suggestions.
- searched "Citi"
- selected the "Costco Anywhere Visa Card by Citi" portal option
- Used my normal/historical Citibank login credentials
- Upon verification by Quicken, existing Citi/Quicken accounts remapped (double-check them)
- Uploads then worked
I believe you may have misread today's Alert update. It said that only one of the Citi financial institutions was allowed for downloading of transactions and that other Citi financial institutions will continue to receive an error.
Here is the link to the actual Alert post: UPDATED! 9/29/24 Citicard - Downloading Incorrect Transactions/Errors when updating/ FDP-390/CC-902.
BTW, I have not yet been able to set up a good EWC+ connection with Costco Citi Credit Card, yet, either. Sometimes when a server update is announced it does not really become available for everyone until the next day.
UPDATE 9/30/2024: I was able to get the EWC+ connection only with the Costco Anywhere Card by Citi FI. EWC+ connections with any other Citi FI cannot yet be established. This is exactly what is mentioned in the 9/29 Alert status update.
Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home
The work-around previously mentioned worked for me.
Add a new account, select the Costco Citibank Visa account, provide your Citibank login credentials and then LINK it to your existing account. Your existing account remains intact and new transactions are downloaded. In my case, just the last 4 days worth because it has been that long since my last successful online download.
It's good when experienced users can figure something like this out, but as a Quicken user for over 20 years we just shouldn't have to resort to this. More rigorous testing from Intuit should uncover these issues long before they come up in longtime users of the product. Just my $0.02 worth.
Hi Kristina -
The original issue I had was with the brokerage account not showing on the Quicken "Activate Account Update" screen, even though it showed on and I checked the box on the "Authorize Screen" from the web browser.
FIX - I figured out the problem. I originally set up my username and password on Citibank's "Banking" website platform. There must have been a change on their "Investment" website platform sometime in August which disallowed the use of certain "Special Characters" in passwords. Their parameters for creating passwords is now not consistent among their different platforms. When Quicken sent my username and pw to Citi' servers, the banking login worked, but because I used one of the disallowed special characters in my password, when Quicken tried to access the brokerage data, it set off a login error and failed.
I hope this helps others who had the same frustrating problem.
Ken
** SOLUTION ** (for ANY Citi related accounts)
R59.6 / Build 27.1.5.9.6
Have Citibank
issued accounts both checking, savings & credit card (not Costco branded
). Historically used the Citi Citibank
portal option in Quicken. Despite the proceeding, I too was being required to revalidate accounts and was unable to for the same reason(s)/error(s) as noted throughout prior historical posts.
Using the "+" to add a new account in Quicken, I:
I hope the above helps others (wasted 1.5 hours trying to resolve via all other solutions in historical posts)
Quicken: You Need to Do Better!
This worked for me but, as noted, is a bad workaround (bad inasmuch as we need to do this). My existing cards are linked, but they show up in the OSU under the heading of "Costco Anywhere Card by Citi." No new transactions (as expected) and update date is current.
When this gets fixed for real, I'll likely relink. But it works for now in this hybrid method. Thanks for the suggestion.
Cheers.
I have 2 credit card accounts at Citi and on Quicken (had them for years). Got the errors noted above with Citi thinking I'd authorized by sending me confirmation emails, but Quicken said Failed: Timed Out each time I tried. I was then able to activate Express Web Connect+ on the Costco card by using the Advanced Options procedure outlined above, but when I downloaded transactions, I got the ones from the other credit card instead! So now I've deactivated download completely on Quicken for the Costco card and I plan to wait until Quicken fixes ALL the problems with downloads from Citi before I reactivate! Let's hope that comes soon, so I don't have to manually enter transactions to stay up to date.
Hello all,
We’ve updated the alerts, but just to clarify, we’re not blocking you from making any changes. This issue is actually on the side of the service provider (Intuit) and Citi, so we’re waiting on them to get it fixed.
Thanks for your patience!
-Quicken Jasmine
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I have my Citi Costco (and a couple of other Citi credit cards) set up with Direct Connect via the Citi Cards setup link in Add Account. For the last 4 Sundays I have gotten a message that I need to reauthorize my accounts. I decline doing that because reauthorizing them means that my connection will be changed from DC to Express Web Connect+ which I do not want.
After declining the reauthorization request my Citi cards accounts were automatically deactivated. Simply clicking on the Citi Cards set up link in Add Account will try to set me up with EWC+ but the setup then fails.
What I have done is to type in "Citi Cards" in the Add Account search field and then click on Advanced Options instead of on Next. This will open a popup that looks like it will take me to the Citi website but when clicking on Continue here it will open another popup where I can then select DC. After selecting DC and clicking on Next the setup process will then correctly set up my accounts for Direct Connect, again.
It is a weird sequence because the Quicken default is to try to connect one to DC when DC is available but that is not working with Citi Cards. Instead, one must manually select DC in order to get set up with DC, again.
It is also weird because this has consistently happened only on the previous 4 Sundays. (I have not tried running OSU today, yet, so if it happens again today it will have occurred on the last 5 Sundays.)
Something (from Citi, I'm assuming) is triggering Quicken to attempt to move the Citi Cards DC setups over to EWC+. It is my understanding that this should not be happening with the Citi Cards setups and that Citi Cards should still be defaulting to DC.
Have you tried to set up your Citi Costco card with the Citi Cards DC option as I mentioned earlier in this post?
Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home
Hello All,
You may follow this link to access an alert regarding issues with CitiBank. I suggest bookmarking the alert for all further updates. Also, to clarify the most recent update on the alert, this issue is still considered ongoing for Citi Cards and Citi Bank.
I apologize for the inconvenience!
-Quicken Jasmine
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Quicken and Citibank still not working despite today’s post. I get a message that Citibank has been successfully authorized but when I go back to Quicken it says there is still an error.