Citi will no longer download to this financial software message
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Raymond Jessen
Tried to download my citi credit card numbers and got a message that due to security upgrades citi would no longer download to this financial software and told me to have my software provider to contact them. WHAT NOW?
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31
Raymond Jessen
on 04 Sep, 2019 08:05 PM
Just to add to the discussion I started. I really like moneydance and would prefer to stay with this program. As I stated before I have downloaded moneyspire and hope I do not have to use it as plan B. I have after being told to pound sand by citi support unless I had quicken started switching charges away from one of my two citi cards and plan to cancel that card. If citi continue to be a problem I will need to make the decision between keeping money dance and moving on from citi or changing software.
32
Paul Messink
on 04 Sep, 2019 10:01 PM
I'm getting the same issue. HOWEVER...
I have both personal credit cards, and a Citi Business Credit Card. I was able to go to the Citi site, then under my profile, go to More Settings, then to "Manage Desktop Apps". From there, I clicked Add Access, and it claims i can reconnect if I do it within 10 minutes.
I tried this for my personal credit card account, it did not work the first time, but I tried it again and I was able to connect the second time. I can now download transactions.
But for my business credit card, which uses a different login ID and PW for Citi, and uses a different setup in MoneyDance (Choose Citi Business Cards, not Citi Cards), I tried it several times, and it still does not work.
Please work with CITI to resolve this. MoneyDance's message indicates that CITI should contact them at the email citiOFXmigration at citi.com.
33
Paul Messink
on 04 Sep, 2019 10:09 PM
This comment was split into a new private discussion: Citi will no longer download to this financial software message
@Jenny
I just saw your earlier info indicating that the connection to Citi Credit Cards was fixed, but you must click New Connection.
Trying that on my business credit card, this still does not work. Have you fixed that connection also? I selected a New Connection, then CitiBusiness Credit Cards.
Here's the message I'm getting:
There was an error communicating with your financial institution. The details of this error are below.
Bank Name: CitiBusiness Credit Cards
The error code reported by the server was: 2000
Financial Institution ID (FID) for this account is incorrect. Please make sure you select the correct Financial Institution. If you are a Business Card customer, please select Citi Business Credit Card.
34
skrausestl
on 05 Sep, 2019 01:15 AM
Paul
My connection is NOT fixed. I used the process provided by Moneydance multiple times but it does not work. The Citi security site continues to show that no apps have been authorized. I’m guessing that something in the Moneydance data stream to Citi is not being recognized.
Steve
314 378 9803 Mobile
35
nomadwolf
on 05 Sep, 2019 01:21 AM
Someone had mentioned trying multiple browsers... that helped me. Chrome didn't work yesterday, but doing it via Internet Explorer allowed it to set up properly today.
Support Staff 36
Jenny
on 05 Sep, 2019 11:13 AM
Hi all,
Sorry to hear the problems persist for some of you.
We've made another change to the connection information - you should recreate the connection once more so you can use the updated connection details. I have provided the steps again below -
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.
After following these steps, you should no longer see the same error -
"Due to security improvements, connection to this financial software will be shut down..."
If you do see an error, I would expect you to see the message I mentioned in my last reply -
"...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"
If you continue to encounter problems when connecting today, let me know and we'll keep troubleshooting these connection issues.
--
Jenny, Infinite Kind Support
37
M Byron
on 05 Sep, 2019 12:39 PM
Jenny, thanks for the help.
We have 2 CITI cards (same type, one for each of us). I can connect using your method with one.
But using the same method, the other will not connect and throws a code 2000 error: "The information you entered does not match our records."
I have tried a number of permutations, and get the same outcome each time.
Suggestions welcome.
38
avp2
on 05 Sep, 2019 03:00 PM
Might be informative to see if disabling (online connection) the card account that works allows the card account that does not to be reset (and work) through the new connection setup process.
In the past, a connection credential failure of one account at an institution would cause all other accounts at the same institution to fail. Citibank's new security may be doing something to differentiate account logon credentials that conflicts with MD's credential linking of accounts at the same institution.
39
R Wong
on 05 Sep, 2019 05:35 PM
Jenny's process did not work for me, though the error code I keep getting is: 13504
Any suggestions please? Thanks.
40
don.gregory
on 05 Sep, 2019 07:25 PM
Tried current process using Edge (I don't think I have IE anymore). Failed (personal card) with the following error message:
-------% cut here %-------
There was an error communicating with your financial institution. The details of this error are below.
Bank Name: Citi Cards
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.
-------% cut here %-------
41
skrausestl
on 05 Sep, 2019 07:33 PM
No change in the connection issue. Still getting the error message ...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 <https://citi.com/datamanagement>”
The website address being used by Citi for this account, in case it’s useful to you, is: https://online.citi.com/US/ag/ This is an ATT Universal Platinum Card.
Steve Krause
42
Clint
on 05 Sep, 2019 11:41 PM
I thought it was fixed, but I tried again today and sure enough, the problem returned, so I logged into the Citi Cards website and went to
https://online.citi.com/US/ag/ofxConsentPage
and started the 10 minute countdown timer, and tried the transaction download again.
After starting the timer, it worked!
It seems to continue working, even after the countdown as terminated, but for how long, I wonder! From what I'm reading in this thread, it sounds like a periodic (daily?) re-adding of access is needed. Access still persists after my login timed out to the website. I'll have to wait and see if it continues to work after a few days.
43
LarryCL
on 06 Sep, 2019 12:13 AM
I'm having a similar problem as @MByron: I am able to go through the setup process, but when I try to download transactions, I get the error:
-----
There was an error communicating with your financial institution. The details of this error are below.
Bank Name: Citi Cards
The error code reported by the server was: 2000
The information you entered does not match our records.
-----
44
skrausestl
on 06 Sep, 2019 01:32 PM
Still no progress. Tried both Safari and Firefox. Multiple attempts. Configuration is: OSX 10.14.6 Moneydance Version 2019.3 (1880). Citi site address: https://online.citi.com/US/ag. Symptom remains exactly the same... I can start the Citi timer, follow all the steps you have provided, and the connection attempt is rejected with "Bank Name: Citi Cards
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."
The security page for "Apps with Account Access" continues to report "You have not authorized any apps or website access to your Citi information.
45
amaxware
on 06 Sep, 2019 05:21 PM
I did a new connect and went to the more settings, desktop access did work for me
46
Clint
on 06 Sep, 2019 06:21 PM
For me, the Citi transaction downloads are working intermittently.
This morning I attempted a download and got an error, so I just logged into the Citi website and went to https://online.citi.com/US/ag/ofxConsentPage
The last access time showed that my software had just accessed the site, moments before, even though I got an error, so I tried downloading again, without clicking the 'Add Access' button, and that time no error occurred. I tried again, a couple hours later and still no error, and I observed that my 'last access' time gets updated on the ofxConsentPage.
The problem could be on the Citi side, or in the software, or some combination.
47
don.gregory
on 06 Sep, 2019 09:49 PM
Still no progress (including trying with Edge). I would claim the problem is on the Citi side, as I have not changed my Moneydance software (and it is the current version).
Of course, there has been a recent Windows 10 update ...
48
Bob
on 07 Sep, 2019 08:06 AM
I finally got this working by downgrading to Moneydance 1855 (the first 2019 release). This isn't surprising though since my OFX connections have been very unreliable with newer versions of Moneydance. I have basically given up on the preview releases.
1855 looks much better in linux anyway. Not only have OFX connections been made less reliable, but an apparent java update has ruined the nice GUI elements used in the first release.
When using the latest preview release, 1888, and following Jenny's instructions above, I always got OFX error number 13504. After downgrading back to 1855, everything worked flawlessly and Moneydance now shows up on the Citi website as 2018 Quicken for Windows as an approved app.
49
Sean N
on 07 Sep, 2019 08:55 AM
@Steven Krause
"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."
I lost connection again and after seeing the same message you've quoted I browsed to that datamangement web site and followed the instructions there ('within 10 minutes') to authorize Moneydance to connect. I have it working again. (For now?)
50
davet65
on 07 Sep, 2019 01:23 PM
I have tried everything in this discussion- including Bob's use of 1855 - and Citi Cards still won't download transactions. I get the message everyone else has seen, go through the process at MD and Citi, see that "Quicken for Windows 2018" is active @ Citi, but get the same old error message when I try to download transactions.
I'm about to the point of merely download the QFX file from the Citi Card site once a month and stop wasting time. I already have to do this with my Bank of America card because it won't work with MD either.
I am normally running MD 1888, on a Mac using OS 10.13.6.
I also use my bank's bill pay service to auto pay my Citi Card. It will be interesting to see if that no longer works when the bill comes up soon.
51
mondan
on 07 Sep, 2019 02:20 PM
Getting the same error message, went to https://citi.com/datamanagement, started the timer, tried set up new connections with citi cards and citibusiness cards--no luck still get the same error message.
Using MD 2019.3 (1880) Linux with Ubuntu 18.04
52
don.gregory
on 07 Sep, 2019 08:22 PM
Still broken, same message as documented above. I'm thinking Citi now (if it did not before) verifies specific versions of MD, and has not gotten (or perhaps implemented) the memo about the current version.
I'm on MD V 2019.3 (1880)
53
jdwhite
on 07 Sep, 2019 11:03 PM
OS X 10.14.6; Moneydance 2019.3 (1880). I started the 10 minute timer, created new connection, selected 'Citi Cards' and now instead of error 2000 I get error 13504.
54
mbrown305
on 08 Sep, 2019 03:51 PM
My connection was working fine until about a week ago then I had problems connecting to my account in the website and also Moneydance. I had to change passwords and since then it won't connect. I have tried everything as Jenny recommended and it still doesn't work. It shows as authorized at Citi website data management but when I try to download transactions I get a error 2000 information doesn't match. I read somewhere there is a problem with using passwords with special characters? I think Citi required me to use one now and didn't before I changed it. Is that what is causing the issue now?
55
jec56
on 08 Sep, 2019 03:58 PM
I can't find the timer. whatever that is. download doesn't work.
56
sean
on 08 Sep, 2019 04:04 PM
I followed Jenny's instructions on post #36. All working now!
I appreciate the fast fix.
57
jdwhite
on 08 Sep, 2019 07:22 PM
I tried again today to get two different Citi accounts to work with Moneydance that I could not make work yesterday. After activating the 10 minute timer I was able to get one account in to Moneydance and that seems to be working consistently.
With other account, the one that was giving the 13504 error, recreated the connection from Moneydance again, entered my credentials, and got the same error 2000 as yesterday. I followed the link in the message to Citi.com/datamanagement, signed in with my account, started the timer. Tried again to create new connection in moneydance, same error.
I recalled someone mention about changing their password, so I did that. I also made sure not to use "special" characters as they were not listed as a requirement and I didn't want to add another variable to this messed up equation.
Went back to Moneydance, recreated the connection again and this time when I entered my credentials into Moneydance I was prompted for which account I wanted to use. Success! Or so I thought.
The Citibank screen showed one connection with a last access timestamp of a minute ago. However, when I Online -> Download [account] Transactions I'm back to getting the 13504 error.
The other Citibank account continues to work. I'm going to let all this settle for a while and try again. Perhaps there's some sort of password change propagation delay that just happens to only bite me when I actually download transactions. Not overly optimistic about that hypothesis.
58
rabbit6.ca
on 09 Sep, 2019 02:24 AM
I tried updating to Moneydance 2019.3 (1880) on Mac OS X 10.14.5 today after still getting the same error 13504 but still getting it with 2019.3. I did the Citi app stuff (10 min timer etc) but nothing changes (it registers in the Citi app list). I called Citibank and they went through stuff on their end (it sounded like they were watching my connection). But they're thinking 13504 is not "their" error. They told me to call Intuit (originally I told them I was running Moneydance and they didn't know what it was; so I said it was like Quicken). They gave me the number for Intuit and suggested that that error number is Intuit's.
In the Citi credit card web site, under "more settings", there's "Manage Desktop Apps" and that's where you add apps starting with 10 minute timer. And shows the list of connected apps (Quicken Windows 2018 for Moneydance).
Also under "more settings" is "apps with account access". When I select that it says "you have not authorized any apps or website access". I tried to a Citibank about this and they weren't sure and said check with Intuit (but obviously that's a Citibank thing)
59
Clint
on 09 Sep, 2019 02:31 AM
When you have multiple accounts. I got the feeling that it was best not to authorize them all at once, but to log-out of CitiCards.com and log back in, and restart the 10 minute countdown timer, before adding a second or third account.
60
dwg
on 09 Sep, 2019 04:18 AM
FWIW this is what the OFX specification says about a 13504 error:
Meaning:
<FI> Missing or Invalid in <SONRQ> (ERROR)
Condition:
The FI requires the client to provide the <FI> aggregate in the <SONRQ> request, but either none was provided, or the one provided was invalid.