I'm not having any problems with either institution, Adam -- can you explain
the issue you're seeing?

--
Michael Gordon
MVP


"adam" <adam[at]discussions.microsoft.com> wrote in message
news:42D62F29-976C-4BED-978F-5335C47CEED1[at]microsoft.com...
- quote -

I'm having this same issue with Bank One which is now chase and American
Express !!!

What is going on !!!
"Big Hammer" wrote:

- quote -

Guest, you miss the point. (Anonymously

I have been manually downloading qif files from Citibank into Mone
2002 and Money 2004 for nigh on 5 years. I upgrade to MS Money 200
Deluxe, and I lose this functionality.

I am not certain whether your posts reflect a desire to suppor
Quicken or a desire to support Citibank. I don't know why you woul
mount such a spririted defence of Citibank unless you had a very goo
reason to do so (were you responsible for Citibank changing their fil
format? Probably not)

The point is this: data downloaded from Citibank works fine in Mone
2002 and in Money 2004. It does not work in Money 2006 Deluxe. Wh
not

Cal No offense but download the info the Automantic way does not work
very well. I have tested every year and there are always small problems
it seems. Check numbers dont download right or payee name is not
correct or they dont download the memo field from the check. Only thing
that seems to download correctly are the amounts. Considering Citibank
gives you free full Quicken Integration with there "Everything Counts
Account" there really is no reason to have to spend any time fixing the
downloads that yodlee feeds you.

I understand part of the reason Microsoft choose to use a 3rd party
company called Yodlee is that they had no choice. Citibank is a major
bank that simply refuses to support MS Money for whatever reason.

Yodlee is only as accurate as the info Citibank feeds them. Maybe
Problem with check number and payee field is Citibank not feeding that
info to Yodlee into 2 fileds but combining them into 1 field. And the
memo not download could be just as simple as Citibank not feeding them
that info. But reason I am not sure about it is. Sometimes the checks
number do download correctly into check number field and memo is
correct as well and other times it total wrong.

As far as Memo field downloading from Citibank in all fairness it only
downloads if you have direct connect service. If you use web connect it
does not download memo field.

In microsoft.public.money, ob995[at]hotmail.com wrote:

- quote -

With Citibank and Money 2006, there are two ways to get your
transaction data. You can have the Citibank web site download
transactions and balance data to an OFX file. You can have the file
associations, that Money automatically sets up during install, feed
that into Money. Alternatively you can save that file to disk and
File-> Import-> Statement. This method can be used whether or not you
have a Passport on your file.

If you choose to have Money 2006 get the Citibank info directly for
you, the processing. With this method you have a Passport on your
file to serve as an authentication method. You have Money securely
pass your Citibank web credentials to a third party which looks at
the Citibank web pages to gather the transaction and balance data.
It then feeds that account data via Microsoft to your Money file.

If there is a problem with getting the data from Citibank into Money
would vary according to which method you use. The less automatic
method is very reliable, but it is less automatic.

It not really MS fault. Problem is Citibank does not code there web
page or support direct downloads for MS Money. It is very possible that
Qif downlaods from Citibank web page where working fine in older
version of Ms Money. But because Citibank does not support Ms Money at
all if Ms Changed the way Ms Money works and and imports Quicken data
then Citibank will not change there files to support Ms Money as
Citibank does not support Ms Money at all. Also remember Quicken
discountied Qif support for all bank account in version 2005. I think
problem your having is Citibank will not update there web downloads to
support Ms Money 2006. There must be a reason MS changed the way files
get imported into MS Money.

Reason I use Quicken with my Citibank account also is because Citibank
supports doing everything inside of Quicken. They have full 2 way
support. So you can make bill payments and transfers money between
Citibank account all from inside of Quicken. It also downloads all your
account activity from your accounts. It will even mark when checks are
cleared etc. Citibank has 100% integration with Quicken.

Now I download my Merril Lynch account into MS Money. I track all my
stocks purchases and sales in MS Money as Quicken Investment account
support is very weak. For example Ms Money tracks my Sweep account fine
but Quicken always has a problem with it and it always off a couple of
bucks. Also Commsion and dividends and split get downloaded correctly
into Ms Money and they never do into Quicken. Could be a problem with
ML and Quicken but I doubt it as many other people have said the same
thing Quicken is better for banking than MS Money but MS Money is
better for investments accounts.

I have my credit cards all downloading into Quicken alone with Citibank
checking account all via 1 step update. At the end of the year I import
my money file into Quicken and print out a consolodated summary for my
accountant. So you could import from Ms Money into Quicken or other way
around no problem.

Also you could be a cheapstake like me and buy older version when
stores blow them out free after rebate always on the weekend after
thanksgiving ie black friday. Sometimes they even have current year
free after rebate.

Because of all the problems I have with my ML account I have considered
closing out my ML account moving to another brokerage houses that does
support Quicken better. But from reading on Quicken.com support it
seems alot of brokerage houses have problems downloading into Quicken.

I just downloaded my Citibank data into Money 2004 - no problem.
Everything showed up just fine - no hidden transactions

This appears to be a MS fault. I read somewhere that MS ha
"tightened up the tolereances" in their interpreation of OFX files
don't know if they have done the same for .qif files, but it has mad
their product unworkable

This downloading feature (and the ability to synchronise with a PPC
was a key reason for me purchasing Money 2002, 2004 and now 2006
I'm not v happy that 5 years of data is now unable to be updated.
therefore have two questions

1. Is it possible to convert back to 2004? an
2. Does Quicken make it easy to convert from Money to Quicken

Citibank does not support MS Money. Citibank offically only support
Quicken. MS Money support for Citibank is handled by a 3rd party
company which Citibank has nothing to do with. As a matter of fact if
you call up Citibank or go to there web page Citibank is very clear
that they only support Quicken access. If you look under microsoft web
page for Ms Money under "Is My Bank Online". It states the following:

"Direct Services* are the fastest, easiest way to connect with your
financial institution and have your statements automatically downloaded
into Money.

* This service is provided by a third party provider, not your
financial instituition. It is only available if you have Microsoft
Money 2005 or later. You will need to use Microsoft .NET Passport in
order to access your account information. "

So not sure why you picked Citibank if you planned on using Ms Money as
Citibank offically does not support Ms. Money. I bank with Citibank I
use an older version of Quicken just for my checking account then every
year when the new version comes out I buy last year version for free
after rebate at staples.. Then I use Ms Money for my investment account
as Ms Money is much better in my option.

I think the main reason Citibank does not support Ms Money is because
they Issue the Quicken credit card so they must have some deal with
Inuit which does not allow them to support Ms Money directly as most
banks support both or none.

Btw in the 10 years I have direct download from Citibank into Quicken I
have never had 1 complaint. It works 100% and there is never a problem
with it at all.

I also have this problem; it is driving me nuts. (Downloadabl
accounts is one reason I chose Citibank as my transactional bank).
have tried setting up a test account and downloading into that (to se
if the problem is with a corrupt money file) but it still doesn
work

My next step is to load up 2004 and see if the download works withi
2004. If it does, then I'm ready to blame my expensive new Mone
Deluxe 2006

Will report back late

Hello, I have seen several others with the same problem.

I download my transactions directly from the Citibank website, and they
appear to import correctly into Money 2006, but when I go to review the
transactions the account registry is totally blank.

I did the whole, clearing the internet files, but it didn't work. Any other
ideas? I would really appreciate it, or I'm going to have to switch to
Quicken! Thanks!

Delfin