I've been having problems with Citi since 8/30 too. Lot's of problems logging into my account in general and it stopped downloading transactions too. Today I finally got the account access back but now it still will not download transactions. I get the same error message that my account information doesn't match but when I use the go to website for that account it goes to the right place and is logged in. I have the app approved for access in my Citi account. I've deleted and reauthorized that numerous times.
Maddy on 17 Sep, 2019 11:40 AM
Sorry to hear about the problems you've encountered.
Our connection specialist made a change to the connection information we use for Citi Cards - you should recreate the connection so you can use the updated connection details. I have provided the steps below -
Select your bank account in Moneydance
Select Online --> Setup Online Banking
Click the "Disable" button. If you don't see this button, just close the window.
Repeat the previous steps for any additional accounts at the same institution.
Select Online --> Setup Online Banking (again)
Click the "New Connection" button and select your bank and hit OK
Continue with the setup process, entering your username/password
Make sure you pick "New Connection", even though your bank is still one of the connection choices after you disable it. Choosing your bank from the long list of available banks will force Moneydance to download the updated information, which should then allow you to connect.
You might still see an error at this point. If you do, you may need to re-enable your accounts for automatic downloads at the banks end. I have received the message below from Citi - please try following these steps to visit the banks website:
We’ve recently updated our online banking experience. To continue using this app, you’ll need to re-link the app to your Citi account. You can complete this at https://citi.com/datamanagement
When you do this, you'll authorise the connection. You'll then be given ten minutes to open Moneydance and attempt to connect with the bank again.
If the problems persist after following these steps, please provide details of any error messages or error codes you're seeing when you try to connect.
If it's easier, you can send me a screenshot of what you're seeing. You can read instructions for taking a screenshot here - https://www.take-a-screenshot.org/
I hope this information is helpful. Please let me know if you have further questions or need any assistance.
I have tried Maddy's steps multiple times, changed passwords, deleted and reauthorized the app on my Citibank account and none of them have worked. Each time I get this message in the attached file. When did this "connection specialist" make the changes? Everything has been working fine for me for a couple of years and just stopped on 8/30.
Mary Jean Smith
on 18 Sep, 2019 12:08 AM
I spoke to Citi yesterday about this for quite some time - described all that you have set out above. I was told that Citi does not work with Moneydance - it's not an approved app (anymore). The agent kept telling me she'd never heard of Moneydance - as if that means anything except she's not very experienced! I requested that she send a request up the supervisor chain to please approve Moneydance for downloads. We'll see. This convesation with Citi took place Monday Sept 17.
Mary Jean Smith
on 18 Sep, 2019 12:23 AM
They must have done something since my call. Now I've established the link once more and downloads work. Under Citi's Manage App Data (or something close to that) you can add access as Maddy explained. It did not work yesterday but now it does. Funny thing is - once I added access for Moneydance, Citi's software says Quicken 2018 has the access. But it works, whether they have the name of the software right or not, it works!
Interesting, I thought that was the third party app authorization process. When I visit the https://citi.com/datamanagement link, it just goes to my Citi Card account home page, doesn't ask me to manage any data or authorize anything. It sounds like this works differently for others, or I am not understanding how to invoke the third party app authorization process.
That fixed the problem. The change that Citi had made was the issue. When I went to the link you provided it gave me 10 minutes to reconnect via MoneyDance. I did that on the 2 Citi cards I have and it is working. It did download way too many old transactions, but I carefully deleted those that I needed to to keep from duplicates. All set now - thank you very much for the assistance.
Unfortunately that fix does not apply to the Citi issued AT&T Universal cards, at least it didn't work for me. I tried using both AT&T and Citi Cards as my financial institution. Still get the error message.
Same problem as icycle/Brett above. Disabled online account, went into citibank and enabled app access, then set up online account in moneydance, but got the same error. Still had over 9 minutes left for the app access. error popup attached.
Help please ...
Same issue on my side. Tried multiple times and no luck. On my Citi profile nothing is listed, when I click Add Access it says "you have 10 minutes", but when I do the Moneydance process it still doesn't work. And, on the Citipage, no apps are listed at all.
on 22 Sep, 2019 09:33 PM
I have a Citi card but it is not AT&T. Even after talking to Citi and they said they fixed it on their end it does not work. Will wait until tomorrow and try again.
I have a MAC and that might be making things worse. I have tried both Chrome and Safari... same results.
on 23 Sep, 2019 12:36 PM
Tried again this morning hoping it was a setting that would take effect overnight. Still same error, this is totally broken. Have tried Safari, Chrome and Firefox with the same results.
The CITI people have done everything then know to do on their end...
>> I have a Citi card but it is not AT&T. Even after talking to Citi and they said they fixed >> it on their end it does not work. Will wait until tomorrow and try again.
>> I have a MAC and that might be making things worse. I have tried both Chrome and >> Safari... same results.
Got it to work this morning, but it took a call to Citi tech support. Followed the procedure, new connection, citi cards (NOT AT&T this time), no error codes! Tried downloading, back to error code 2000. Went to the citi/profile/more settings/manage desktop apps and "Quicken Windows 2018" was listed! Still got error 2000 when I tried downloading again. Called Citi support got hold of a tech support guy, he had me go thru the setup online banking drill again, and it worked! It appears that some sort of manual intervention of the part of Citi tech support is needed. If all else fails give it a try and please report your results.
A month later and still not working. I have a straight Citi card. Everything is set on the Citi account side but Moneydance errors out trying to connect. It will login in fine in the integrated browser window inside the program but errors when it tries to go to the manage desktop apps page. The only way to get transactions in at this point is to manually download the *.ofx file and import as the transactions clear. It would be nice to get some more response from the support team other than keep trying the setup process.
Not able to connect to Citi Bank. I followed Maddy's instruction several times and spoke to Citi Bank, still no good. I see that several people have the issue with their AT&T card. My card is a Costco card. Maybe the issue is with the private branded cards. Any suggestions???
My card is Costco Citi, too. I have succeeded in getting Moneydance to
connect. I don't understand why some can succeed and others do not. It
didn't work for me until I called Citi and argued with an agent who said
she never heard of Moneydance. But the next day I went through the whole
process and it finally worked, though the software indicated that I had a
connection to Quicken 2018. Regardless, Moneydance downloaded txns. Did
you disable your previous connection in Moneydance? You have to do that,
then go through that 10-minute thing on the Citi site. After that it
worked for me, and has downloaded transactions several times now over the
last week or so. Good luck!
Jean, thanks for your input. I also had trouble talking to Citi Bank. They
were no help at all. Today I found that I was on an older version of Money
Dance. I bought the Money Dance updated hoping that was my trouble. Nope,
still get the same error and Money Dance does not communicate with Citi
I am having this problem as well using MoneyDance 2019.3 (1880). I am Costco Citi Cards user. I just got off the phone with the Costco Citi Cards support group and they associated my incident to a problem ticket INC0067017807. You may want to use that ticket number if you are having the problem that I will recap below. If Citi comes back with a fix to this problem ticket I will share with this community.
To my friends at MoneyDance - Is there a bug on your side of this equation? I ask because I've tried all the steps above, plus a few more I'll describe below. I've been a long time MoneyDance user and appreciate the tool. But it does seem this type of issue comes up ever so often. I think it's the additional price we pay for not being Quicken users. However, MoneyDance is still worth it for me since Quicken went to the dark side in their financial gouging model.
MoneyDance stopped downloading transactions from Costco Citi Card 8/31/19 for me. I get the following error message when I attempt the download:
The error code reported by the server was: 2000
We've recently updated our online banking experience. To continue using this app, you'll need to relink the app to your Citi account. You can complete this at https://citi.com/datamanagement. As a reminder, only credit card accounts can be linked.
I have attempted several times over 48 hour periods and following the methods mentioned in threads above to overcome the issue...
1) Remove online banking from my Moneydance account. Add again online banking access (including typing in 'Citi Cards' to force refresh from Financial Institution). This was unsuccessful over dozens of attempts and 3 day period and multiple phone calls with Citi support desk.
2) Setup a new MoneyDance Credit Card account and re-enter my credit card information and setup online banking for this new account. This too resulted in the same failure.