Re: what credit cards works with Quicken

Posted by Gary on March 10, 2005, 1:43 pm

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Margaret Wilson wrote:

> But don't you also have to have other accounts with these companies

(or pay

> a monthly fee) to use the Quicken transaction download? I use the

Quicken

> Mastercard which works great, but pays no rewards. And don't forget

> Discover. I use that as my main card -- rewards and free download

into

> Quicken.

> Regards,

> Margaret

I have a Citibank uPromise Mastercard, and I'm using Direct Connect to
download my transactions. This is a cash-back card that accumulates
the rewards to transfer to a 529 plan. I never used web connect (the
option is available on the web page), and I didn't have to contact
Citibank or pay anything for direct connect. All I did was set up
access to my account on their web page and then used that same log in
information to set up the Direct Connect in Quicken. I set it up and
used it in Q2003 Premier, and it is working fine in Q2005 Premier H&B.

I selected Citicards as the financial institution. I believe the
"Citibank" financial institution that shows up is for banking only
(i.e. checking/savings accounts).

Regards,

Gary