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Quicken can't link to my Citi credit card

WendyRose

Hi, from a frustrated Quicken user (using Quicken for Mac). I've been working with Quicken Support for over a month - most recent case # 12365270 (I made the mistake of opening this second case when I didn't get results from my first case, which means Support has had to start from ground zero….)

I've invested TONS of time on phone with Quicken Support and also Citi. Seems like the Quicken-Citi servers are not properly connecting. For my most recent case, I was told to wait two weeks. No one got back to me. I called again, and Support rep has left me up in the air (just like the rep in my earlier case back in early April) — told me to wait for an email from Quicken and/or call back — very disrespectful of my time. I've also tried to troubleshoot with ChatGPT — I believe I'm doing everything right from my end.

Anyone else having this problem? Any idea how long problems like this take to fix? I like Quicken — but I need it to connect with this Citi MasterCard. I'm considering switching to another service ([Removed-Third Party Software] maybe?).

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NotACPA

I have a Citi Mastercard also, recently acquired from BarclayBank, and had a minor bit of trouble (sorry, don't remember specifics) connecting it to Q … but it's working fine now.

QMac and QWin are so different that I can't tell you how to get there … but in your account setup (that show's all of your accounts) what shows as the Financial Institution for this card? Mine reads "Citi Cards", and I'd think your's should be the same … NOT CitiBank.

John Corcoran

Wendy, I had the same issue when trying to update my Citi credit cards on Quicken Mac. This morning I disconnected the Citi credit cards and then changed from direct connect to Quicken connect. I was then able to update my Citi credit cards with no issues. Hope that helps you.

Quicken Laura

Hi @WendyRose,

I’m sorry to hear that you are still experiencing this issue while trying to connect your Citi credit card account in Quicken. I understand how frustrating this must be.

I reviewed your case, and our escalation team recommended verifying that both your phone number and email address are filled in under the Profile > Security Settings section on Citibank’s website. Completing this information can help ensure that the registration process is completed properly.

Once that information has been updated, please try connecting your account in Quicken using the steps below:

Click the + at the top of the sidebar.
Enter the name of your financial institution in the Search field, select it from the list, and click Continue.
- Some institutions may offer multiple connection options. Use the information in the right panel to select the correct one.
Follow the on-screen instructions to complete account setup. Quicken will contact your bank and return a list of all accounts available for download.
Click Connect to link your accounts.

If the issue persists after completing these steps, we recommend contacting Citibank directly to request assistance with Open Banking, as they may be able to provide additional support on their end.

Please let us know how it goes or if you have any additional questions.

RCinNJ

I have the same problem that started two days ago. It's worked fine for years but I can't get it reconnected. I disconnected and reconneced and get the message "Your accounts have been authorized successfully", but when Quicken Mac tries to connect I get an error message. Tried clearing cache for Citi which I saw suggested on one thread and that didn't help.

Quicken Laura

Hi @RCinNJ,

Thank you for joining this thread.
Please try the recommended troubleshooting steps provided above.

Feel free to reach out if you have any additional questions or need further assistance!

mmath

I am also…been a few weeks since attempting a download, so I can't pinpoint when it would have started. My suspicion from what Quicken Mac is telling me when trying to reconnect the accounts is that 'Direct Connect' method of connecting to Citibank is no longer available? When trying to reconnect the accounts, Quicken is telling me that I must use Intuit now to connect to Citibank, which I do not wish to do. I don't want an aggregator in the middle of my connection to my banking institution.

Quicken: Can you verify whether the direct connection between Quicken Mac and Citibank was recently removed?

[Edited Readability]

Quicken Laura

Hi @mmath,

Thank you for sharing what you are experiencing as well.

Citibank has not notified Quicken of any intention to discontinue Direct Connect. However, we have received reports from multiple users experiencing Error 2000 in Quicken for Mac when attempting to update or connect a Citi credit card account via Direct Connect.

Our teams are currently investigating this issue. Please note that this appears to be separate from the issue previously discussed in this thread.

Could you please confirm the exact error message you are seeing when this occurs? This will help us better understand your situation and assist you further.

Thank you, and I look forward to your response.

mmath

Yes, that other problem is probably mine. That is my error message. After posting here I found another thread with the exact description so I will monitor that post for updates. Thanks for your quick reply.

SK2020

Using Quicken for Mac - got HTTP 500 error from Citi - direct connect.

qudtp

Same problem with me, started a few days ago. Quicken for Windows continued to work with Direct Connect. The problem is - Citi needs to be reauthorized, but unlike with QWin, there is no application flow for reauthorizing. Reauth takes you to the web site to sign in and grant access.

At Citi web site, you can manage desktop apps. I removed QMac - didn't help. At the same time, I remove an old, extra copy of QWin, and this broke Quicken for Windows as well!

Then somehow I did get QMac to start working again, but it ended up creating a new account in Quicken called "Credit Card" - that might have been my mistake. I disconnected that but have not deleted it yet, as I'm afraid to.

At this point, I still can't get downloads into Mac to work, and broke Windows as well. On Windows, the Reauth process doesn't give options, you always wind up with EWC+. So when it say I need to reauthorize, I've instead been using "Add Account" so I can choose Direct Connect. This seems to succeed, but doesn't actually take me into the web site reauth process, and downloads fail. If I accept the reauth flow, I end up with EWC+ again. So I deactivate and add it again - and again, it seems to succeed, but then fails.

So I started with one broken version of Quicken, now have 2 broken versions of Quicken plus one extra credit card account by mistake.

It's gotten so convoluted I might need to open a support case.

qudtp

A number of times when I initially set up Direct Connect for Citi on QMac, I get the pop up notice specifically described in this article:

https://www.quicken.com/support/error-2000-when-adding-or-updating-accounts-quicken-mac/

The message I get says to go to citi.com/datamanagement

And that page gives you a 10 minute countdown to add an account.

It "works", you can successfully link the account, but then the next Direct Connect update will fail.

SK2020

I did "change connection" and switched to "Quicken Connect" from "direct connect" - it took me to the Citi web site to authorize the connection and then the download worked - I did have to delete a few duplicate downloads.

Quicken Laura

Hi all,

Thank you for describing the error you are encountering. For those experiencing Error 2000, please bookmark the following thread for the latest updates. I will continue to share any new information there:

https://community.quicken.com/discussion/7973611/quicken-mac-9-0-3-citibank-direct-connect-error-2000

If you haven’t already done so, please also submit your logs, as this information is very helpful for our investigation. I will make sure your reports are added to the open case for further review.

Thank you for your cooperation, and I’ll keep you updated as soon as we have more information.
(CTP-17331)