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Citibank-Quicken links offline until 1 Qtr 2025!
I have been trying to download my investment portfolio data from Citibank this week without success. "Failure to connect" Having spent 45 minutes on the phone with the Quicken helpdesk, we …2 -
Re: Citi Wealth Investments unable to communicate with Quicken
In a separate posting, I am having the same problems as described here. I called Citibank, and was advised that a message went out this morning (November 14, 2025) to the people on the Citibank helpd…1 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
Clearly there is a need for a macro or other means to handle IRA RMDs. The macro should include at least the total amount of RMD, Federal withholding, State withholding, QCDs and then the final amoun…1
