[GNC] OFX - Citi Setup Trouble

Sun Oct 10 12:51:11 EDT 2021

Thanks to Kalpesh and Gyle!  I finally got it!  I assumed that because I had already set up my Citi account to download transactions with Moneydance and Quicken, that nothing further was needed on the Citi end.  Of course, that was wrong. 
Once I logged in and did the “Add Access” routine, I was able to get GNC to successfully connect and download transactions.
Now I get the joy of reconciling / resolving duplicates.

Thanks again everyone!  Hoping GNC works out as a viable option for us.

Steve

> On Oct 9, 2021, at 12:32 PM, Kalpesh Patel <kalpesh.patel at usa.net> wrote:
> 
> Doesn't Citi requires validation steps in States? I believe they can be found
> under "Profile" --> "More Settings" --> "App with Account Access" in their web
> portal.
> 
> 
> I had it working at one time with following settings:
> 
> -> "User Settings":
> User Name: <your web portal login name>
> User id: <your web portal login password>
> Client UUID: <your UUID all in lower cased>
> 
> -> "Bank Settings":
> Bank Name: Citi Credit Card
> Broker Id: <empty>
> FID: 24909
> ORG: Citigroup
> Server URL: https://mobilesoa.citi.com/CitiOFXInterface
> 
> -> "Application Setting":
> Emulation Application: --select--
> Application ID: QWIN
> Application Version: 200
> Header Version: 100
> 
> 
> See if any of that helps.
> 
> Kalpesh...
> 
> 
> ------ Original Message ------
> Received: Sat, 09 Oct 2021 10:49:38 AM EDT
> From: gnucash-user-request at gnucash.org
> To: gnucash-user at gnucash.org
> Subject: gnucash-user Digest, Vol 223, Issue 27
> 
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>> Today's Topics:
>> 
>>   1. Re:  OFX - Citi Setup Trouble (Gyle McCollam)
>> 
>> 
>> ----------------------------------------------------------------------
>> 
>> Message: 1
>> Date: Sat, 9 Oct 2021 14:46:00 +0000
>> From: Gyle McCollam <gmccollam at live.com>
>> To: Steve Welch <steve.welch.1 at icloud.com>
>> Cc: "gnucash-user at gnucash.org" <gnucash-user at gnucash.org>
>> Subject: Re: [GNC] OFX - Citi Setup Trouble
>> Message-ID:
>> 
> <BLAPR06MB6802292829FE93849C5B030ECAB39 at BLAPR06MB6802.namprd06.prod.outlook.com>
>> 	
>> Content-Type: text/plain; charset="windows-1252"
>> 
>> I had a lot of trouble with Citi as well, But I got it working with the
> following settings:
>> The Server url has the following added to the end of what you see in the
> screenshot  "interface" minus the quotes so it is
> https://mobilesoa.citi.com/CitiOFXinterface.
>> 
>> The first setup screen which is not shown here has my full name in the USER
> NAME field, m Citi user ID in the USER ID field, and an internet generated
> CLIENT UID.  I don't know if the CLIENT UID is required, but I added it.  I
> don't remember if it worked without it, but I seem to remember reading
> somewhere that CITI required it.  I set this up within the last 2 weeks so the
> setting should work for
> you.[cid:2d2d11b9-a87e-46aa-8797-a0647785ca8c][cid:df7fd88f-dcee-441e-962d-49f33b375019]
>> 
>> 
>> 
>> Thank You,
>> Gyle McCollam
>> 
>> Gyle McCollam
>> 
>> 609.680.2326                     Mobile
>> 
>> gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email
>> 
>> ________________________________
>> From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com at gnucash.org> on
> behalf of Steve Welch via gnucash-user <gnucash-user at gnucash.org>
>> Sent: Friday, October 8, 2021 8:57 PM
>> To: Gnucash-User <gnucash-user at gnucash.org>
>> Subject: [GNC] OFX - Citi Setup Trouble
>> 
>> Firstly, thanks to those who have offered advice already.  I am still trying
> to get my Citi credit card transactions to download and having no success.
>> I have tried what is in the Wiki, plus Colin?s suggestions and those posted
> previously by Nicholas Rood.  When I request the account list from within the
> wizard, this is the log I get:
>> 
>> 20:41:41 Sending request...
>> 20:41:41 Using GnuTLS default ciphers.
>> 20:41:41 TLS: SSL-Ciphers negotiated: TLS1.2:ECDHE-RSA-AES-256-GCM:AEAD
>> 20:41:41 Waiting for response...
>> 20:41:41 Parsing response...
>> 20:41:41 Status for signon request: General error (Code 2000, severity
> "ERROR")
>> Error other than those specified by the remaining error codes. (Note:
> Servers should provide a more specific error whenever possible. Error code
> 2000 should be reserved for cases in which a more specific code is not
> available.)
>> 20:41:41 Status for account info request: General error (Code 2000, severity
> "ERROR")
>> Error other than those specified by the remaining error codes. (Note:
> Servers should provide a more specific error whenever possible. Error code
> 2000 should be reserved for cases in which a more specific code is not
> available.)
>> 20:41:41 Received account (no bank code)/(no account number) ((no bank
> name)/(no account name))
>> 20:41:41 Operation finished, you can now close this window.
>> 
>> I have checked and double checked the various fields but can find no typos,
> etc.
>> I am really at an impasse and about to give up.  Because we use our credit
> card for most transactions, not having a simple, seamless download is a
> dealbreaker for our financial software.
>> 
>> Any further ideas would be most welcome.
>> 
>> Steve
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