tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/57108-no-longer-able-to-download-transactions-from-citiInfinite Kind: Discussion 2020-01-21T11:00:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/477515722019-10-21T15:07:10Z2019-10-21T15:07:10ZNo longer able to download transactions from Citi <div><p>Hi Robert,</p>
<p>We are sorry to hear about the problem you have encountered.</p>
<p>We've already made a change to the connection information we use for Citi Cards. To use the updated connection details, you'll need to recreate the connection within Moneydance. I have provided the steps below -</p>
<ol>
<li>
<p>Select your bank account in Moneydance</p>
</li>
<li>
<p>Select Online --> Setup Online Banking</p>
</li>
<li>
<p>Click the "Disable" button. If you don't see this button, just close the window.</p>
</li>
<li>
<p>Repeat the previous steps for any additional accounts at the same institution.</p>
</li>
<li>
<p>Select Online --> Setup Online Banking (again)</p>
</li>
<li>
<p>Click the "New Connection" button and select your bank and hit OK</p>
</li>
<li>
<p>Continue with the setup process, entering your username/password</p>
</li>
</ol>
<p><strong>Make sure you pick "New Connection"</strong>, 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.</p>
<p>After following these steps you'll need to re-enable your accounts for automatic downloads at the banks end. You'll see the message below and should try following these steps to visit the banks website:</p>
<p>"<em>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 <a href="https://citi.com/datamanagement">https://citi.com/datamanagement</a></em>"</p>
<p>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.</p>
<p>If the problems persist after following these steps, can you provide details of the error message and error codes you're seeing?<br>
If it's easier, you can send me a screenshot of any errors. You can read instructions for taking a screenshot here - <a href="https://www.take-a-screenshot.org/">https://www.take-a-screenshot.org/</a></p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/477515722019-10-21T17:23:59Z2019-10-21T17:24:00ZNo longer able to download transactions from Citi <div><p>Hi Maddy,</p>
<p>Thanks for the quick reply. Unfortunately it is still not working. When I go to</p>
<blockquote>
<p><a href="https://citi.com/datamanagement">https://citi.com/datamanagement</a> <a href="https://citi.com/datamanagement">https://citi.com/datamanagement</a> Manage Access - Add Access I get a "not a number” for the time remaining to try to access Citi from MoneyDance. I believe this to be a problem on the Citi side</p>
</blockquote>
<p>I’ve tried doing this using Safari and Firefox with identical results, multiple times with both. Any suggestions for what to try next.</p>
<p>Thanks,<br>
Robert - a very frustrated user.</p></div>Robert Stregertag:infinitekind.tenderapp.com,2009-01-14:Comment/477515722019-10-22T10:52:03Z2019-10-22T10:52:42ZNo longer able to download transactions from Citi <div><p>Sorry to hear that problems persist.</p>
<p>The majority of Citi Card customers are able to connect again after visiting the banks website to authorise the connection. Unfortunately, some customers are still seeing the same error within Moneydance, once third party access has been granted.</p>
<p>This issue has been raised with our lead developer, and we're working to get this resolved. I'll update you as soon as we have more information.<br>
Sorry for the inconvenience.</p>
<p>If you need to update your Citi accounts in the meantime, you can use a web browser to download files from your bank's web site. We'd recommend you download using the OFX or the QFX file format if available (these files are sometimes referred to as Quicken files). You can import the files to Moneydance using File --> Import.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy