connecting to bank

David Bell's Avatar

David Bell

18 Jan, 2022 01:06 AM

citi.com is not listed, what do I do

  1. Support Staff 1 Posted by Maddy on 18 Jan, 2022 09:45 AM

    Maddy's Avatar

    Hi David,
    Thank you for contacting Moneydance support.

    Moneydance supports automatic downloads using Direct Connect, and you can view a list of financial institutions we've already established connections with on this page.

    Citi Cards is listed, so you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    You can enable Direct Connect access for Citi as follow:

    1. Go to Citibank CC account and chose "Set up Online Banking"
    2. Choose "New Connection" and then select "Citi Cards"
    3. Going through the setup you'll be prompted to visit https://citi.com/datamanagement
    4. Make sure you are logged out of Citibank before going to that URL.

    5. Click on ADD ACCESS and followed steps 1 & 2 above.


    Alternatively, if you wish to try out our new connection method, you could download and install Moneydance 2022.3 (4063) and subscribe to Moneydance +. This is a premium service for downloading accounts and transactions. You can find out more in this article of the Knowledge Base and also in our blog.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. Maddy closed this discussion on 30 Mar, 2022 12:19 PM.

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