Costco Citi Visa Not Updating Quicken again..

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.

same issue for at least the last 5 days. Hopefully Quicken S/W engineers are working on issue as I want to avoid having to manually enter the data (makes purchasing the buggy s/w redundant )

The fix is one has to delete Citibank as the financial institution and select the Citi COSTCO option from the institution download list. That allows Quicken to connect to Citi and the correct transactions to download.

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:

1. searched "Citi"
2. selected the "Costco Anywhere Visa Card by Citi" portal option
3. Used my normal/historical Citibank login credentials
4. Upon verification by Quicken, existing Citi/Quicken accounts remapped (double-check them)
5. Uploads then worked

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!

Linking to a nonexistent Costco Anywhere card makes no sense but it worked for me, too. I have two non-Costco Citi cards and they finally connected with Quicken after trying Husslein's tip.

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.

Same… Costco Citi account only, and still showing failed login in Quicken even after multiple successful authorizations via Citi webpage.

Same here.

what about other Citi accounts besides a credit Card? like checking or savings account? Will the Costco account workaround link to non-CC accounts? anyone tried?

This is basically what I did and it worked. It would have been helpful for the announcement to point this out a bit more clearly—it seems obvious once pointed out, but I probably wouldn't have realized it on my own.

The 'COSTCO' tip worked for me, too.

Thanks.

When you used the workaround above, are you sure that you connected each Citi account to the proper Existing Account in Quicken? That's the only thing I can think of to cause transactions from one card to post in the other account.

Cheers.

I got mine working today by first DISCONNECTING the existing link, then reconnecting to new entry "Costco Anywhere Visa Card by Citi" as one user noted above.