Critical Service Alert for Quicken Citibank Customers

Citibank will discontinue support of Quicken Direct Connect beginning on October 2, 2015. This means that in order to continue downloading transactions from Citibank and paying your bills from Quicken, you will need to update your Quicken settings.

To continue to download transactions from Citibank into Quicken, you will need to switch to Web Connect or Express Web Connect by updating your Quicken settings. We have set up step-by-step instructions to guide you through this process.

We set up a dedicated support phone number 650-250-1900 so that our customer care agents can assist you as well. We will be available 5 AM – 5 PM PST.

Quicken Windows (2013-2015) Instructions

Express Web Connect (preferred):

  1. Go to Tools > Account List and click Edit next to your Citibank account
  2. On the Online Services tab, you may have different options, depending on your version of Quicken:
    1. If you see the option to Change Connection method, continue with steps 2-4 below; if not, skip to step 5
    2. Click Change Connection Method, then choose Express Web Connect
    3. Click Yes and enter your Citibank credentials
    4. After the account updates, choose Link
    5. If you don’t see Change Connection Method as an option, Deactivate your Citibank account in Quicken (don't worry–this won't change any of your existing account information)
    6. Activate your Citibank account for Express Web Connect
    7. Repeat steps 3-4 above
  3. Your transactions will now download from Citibank whenever you run a One Step Update in Quicken

Web Connect:

  1. Deactivate your Citibank account in Quicken (don't worry–this won't change any of your existing account information)
  2. Go to the Citibank site and log in
  3. Download a .QFX file from Citibank
  4. Import this file into Quicken to see your new transactions

NOTE: You will need to do this each time you want to update your Citibank account transactions in Quicken. Also, after making these changes to your settings, you may see duplicate transactions in your accounts. If this occurs, you can simply delete the duplicates after you confirm that they’re the same transaction. You can also select multiple transactions in your register and delete them at once in both Quicken Windows and Quicken Mac products.

Video Demonstration for Window 2013-2015

Quicken Mac 2015 Instructions

  1. Right click on your Citibank account and choose Edit Settings or click the account settings gear on the lower right of the screen
  2. Click Change Connection Type > Options, then select Quicken Connect
  3. Click Continue, then enter your Citibank credentials
  4. After the account updates, click Link
  5. Click Continue

NOTE: After making these changes to your settings, you may see duplicate transactions in your accounts. If this occurs, you can simply delete the duplicates after you confirm that they’re the same transaction. You can also select multiple transactions in your register and delete them at once in both Quicken Windows and Quicken Mac products.

Mac 2007 Instructions

  1. Deactivate Direct Connect: go to Lists > Accounts
  2. Select your Citibank account and select Edit.
  3. Under the Download Transactions dropdown menu, select Not Enabled
  4. Save these settings

NOTE: Quicken Mac 2007 users will need to access Citibank transactions through Web Connect after this change. After you deactivate your Citibank account(s) for Direct Connect, you can log into the Citibank website to continue downloading your transactions through Web Connect. Also, after making these changes to your settings, you may see duplicate transactions in your accounts. If this occurs, you can simply delete the duplicates after you confirm that they’re the same transaction. You can also select multiple transactions in your register and delete them at once in both Quicken Windows and Quicken Mac products.

Video Demonstration For Mac

How to continue paying bills with your Citibank account(s):

Please delete reoccurring online payments in Quicken; you’ll need to recreate these with whichever bill pay service you use in the future.

We are offering you 12 months of free Quicken Bill Pay service (a value of almost $120) – you will get all of the benefits that you already enjoy with bill pay today, and you can continue to pay bills from within Quicken. To sign up for Quicken Bill Pay and receive 12 months for free,* please sign up here. *

Please check with your other banks or bill pay services if you prefer to use another payment option.

For more information about this change, please contact Citibank at (800)-374-9700.

* Offer expires 12/31/2015 and is available only in the U.S. to current Quicken software customers who used the software to make a bill payment via Citibank at least once between 01/01/2015 and 10/02/2015 and who subscribe to Quicken Bill Pay (“QBP”) using the provided link between 9/22/2015 and 12/31/2015.  Internet connection required and sign up must take place using the provided link  at the time of online QBP enrollment.  Offer is limited to one (1) free QBP subscription per Quicken account, and is only available to new Quicken Bill Pay users.  At the end of the FREE 12- month offer period, your QBP subscription will be automatically billed at the then-standard subscription plan rate, unless you change or cancel your subscription.  Offer expressly excludes costs for Internet connection, all bill payment processing, transaction, or other associated fees, and any other costs not expressly stated above as included.  Offer is subject to availability and may not be assigned, exchanged, sold, transferred, combined, or redeemed for cash or other goods and services.  Additional terms and conditions may apply. Offer may be terminated or modified in Intuit’s discretion and terms, prices, features, services, and support are subject to change with or without notice. Void where prohibited or restricted by law.