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Posted by louise on March 7, 2007, 10:04 pm
Please log in for more thread options John Pollard wrote:
> louise wrote:
>> For many years I have gone to the Citibank site and paid
>> my bills directly through their site. Then, every month,
>> I have downloaded QIF files of my checking account and my
>> credit card account and imported these files into Quicken
>> so that all information was updated in this way. I was
>> happy :-)
>> Then I learned that QIF downloads would no longer be
>> usable and I had to upgrade to Qucken 2007, which I have
>> just done.
>> In conversation with Citibank, I seem to have learned that
>> it is not necessary to sign up for Quicken downloads at a
>> cost of $10 per month.
>>
>> According to Citibank (and it worked today), you can go to
>> the Citibank site and download a QFX file - webconnect.
>
>> Then be sure to save it to disk rather than the default of
>> opening it with the Quicken launcher.
>
> There is no need to do this (save the file to disk).
>
> If you already have Quicken open, you can click on the "Download
> Transactions" button at the bottom of the Citibank register.
> That will tell Quicken to open its built in browser to let you
> logon to Citibank and when you do the download, it will go
> directly to your Quicken account. (If you are asked whether you
> want to "Open" or "Save" the file, choose "Open").
>
> If Quicken is not already running when you initiate the download
> (from a stand alone instance of your browser) and you select
> "Open", Windows should start Quicken for you.
>
> If that doesn't happen, chances are your Windows Explorer
> Options do have have the "QFX" extension correctly associated
> with "qw.exe" as the program that opens files with that
> extension. You can change that manually in Windows Explorer.
>
>> Once saved to disk, you can go into your Quicken 2007
>> account and do file/import a webconnect file and point it
>> to the downloaded file that you saved to disk. Quicken
>> handles this QFX file the same way the older Quicken
>> handled the QIF files.
>>
>> Citibank did tell me that only the last 3 months of
>> statements could be handled this way but if you do it
>> monthly, that shouldn't present a problem.
>>
>> Is this true? Will it work? It seemed to work today and
>> it would be nice not to have to pay Citibank $10/month
>> for the "honor" of downloading my statement.
>
> Since Citibank offers Web Connect downloads in Q2006, I'll
> assume they do in Q2007 as well (your Quicken Participating
> Financial Institutions List is a good first place to check for
> these things). And if you could do it once, you should be able
> to do it again whenever you want.
>
That's real neat - thanks
Louise
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