Connecting to Citibank for Costco Anywhere Visa Transaction Downloads

DebinHI
DebinHI Quicken Windows Subscription Member

I have not been able to re-establish a connection to Citibank since 9/29/24. The help boards say this situation has been resolved but every time I try to select the bank, I get this message:

Comments

  • RobWilk
    RobWilk Quicken Mac Subscription Member

    On Quicken Mac and Quicken Simplifi it is working for me as far as I know - I don't know about Windows.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Can you perform other Internet functions in Quicken, e.g., One Step Update or Update Now?

    Is your subscription still active?

    What is your current software release? Click Help / About Quicken to find out. You should be at Release R60.14 by now.

  • DebinHI
    DebinHI Quicken Windows Subscription Member

    Thanks for the questions. I have the latest version of Quicken Classic for Windows and my subscription is up-to-date. I am able to download transactions via one step update for my Chase credit cards. I have used Quicken since 2006 and there's been a known issue with Citibank - but apparently others have been able to resolve.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you haven't done so already, please do the following actions:

    1. Even if you are on the latest software level already, download and install the latest Manual Patch file from https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product to ensure your Quicken software is up to date and correctly installed.
    2. Reboot Windows.
    3. Start Quicken. Do not run One Step Update.
    4. Run BOTH Validate and Supervalidate to attempt to repair your Quicken data file.
    5. If nothing helps, try to restore your Quicken data file from an Automatic or Manual backup taken just prior to the problems first occurring. https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    Validate and Supervalidate instructions
    First save a backup file prior to performing these steps
    Validate: 
    • Click File
    • Select Validate and Repair File...
    • Select Validate File
    • If the data file contains investment accounts also select "Rebuild investing lots".
    • If you suspect that a damaged Quotes Price History causes your problems, also select "Correct investing price history" functions "Delete" or "Repair and Rebuild".
    • Click OK
    • Review the Data Log. Anything interesting in there, worthwhile posting here?
    • Close Quicken, leave it closed for about 30 secs
    • Reopen Quicken and see if the issue persists.

    Super Validate:
    • Click File
    • Press and hold both CTRL and Shift keys while you click Validate and Repair File...
    • Select Supervalidate File
    • Click OK
    • Review the Data Log. Anything interesting in there, worthwhile posting here?
    • Close Quicken, leave it closed for about 30 secs
    • Reopen Quicken and see if the issue persists.

  • DebinHI
    DebinHI Quicken Windows Subscription Member

    Wow this sounds like a complicated procedure to fix an issue that is occurring due to changes at Quicken and the bank. My Quicken file is not damaged and the issue has nothing to do with investing. Thanks for the suggestion though.

  • RalphC
    RalphC Quicken Windows Subscription Member ✭✭✭✭

    It sounds like you can't connect with the Citibank server(s). I use Edge as my default browser. When I attempted to add the new Costco card account, Quicken would access my browser in an attempt to connect with the Citibank server, and would always fail. It wasn't until I made Firefox my default browser that the handshake would be successful and the connection established with the server. Once accomplished and your card account setup, you can reset the Windows default browser back to your preference.

This discussion has been closed.