what credit cards works with Quicken

On Tue 08 Mar 2005 04:31:43p, Alan wrote in news:UOpXd.10530$ snipped-for-privacy@fe09.lga:

Citibank's Master card works well and the version (Dividend) I have gives back 5% on puchases at: gas stations, grocery stores & pharmacies and something less back on all other purchases. Bank One's (soon to be Chase) works well and gives cash back IIRC.

Mike can you download transactions daily into quicken directly? or must it be through the web connect? and what is IIRC? Any annual fee? I will check into it

alan

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

On Tue 08 Mar 2005 08:15:53p, Alan wrote in news:I5tXd.12066$ snipped-for-privacy@fe12.lga:

Yes you can download directly daily with both. I pay no annual fee for either. IIRC = if i recall correctly

Mike,

You can download transactions for Citi Dividends card with Q 2005 Direct Connect? How? I can't do that.

Citi Dividends does not appear in the online center, and one step update does not do anything with Citi cards. I do have the account and PIN in the PIN Vault, but that doesn't seem to do any good.

If I press the "Update Now" button at the top of the Citi Card register, Quicken just opens an IE window to the Citi Card page. I still have to enter the account and password manually, navigate to the correct page, and press the "download to Quicken" button on the web page. That triggers a Web Connect download.

If there is a way to make Direct Connect work for download, I surely want to know how to set it up!

Thanks.

Guy

Guy Scharf wrote in news:Xns9613E8DCE71EEguyspamcopnet@

I have an "everything counts" checking-type account (what's Citi Dividendds?) and it *does* update with one-step update. CitiCards used to work, but it does not anymore.

My Citibank and Quicken Visa accounts update with one-step update just fine.

It is just the Citi Dividends card that does not.

I was wrong about it not appearing in the online center; it does appear there. But trying to download transactions goes through web connect rather than through direct connect.

Guy

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

I download my ExxonMobil Mastercard on a daily basis using onestep update. The financial institution is "Citi Cards".

Guy Scharf wrote in news:Xns96147256881A8guyspamcopnet@

May I ask how web connect is differentiated from direct connect? I didn't see anything in Q help that explains it.

Web-connect requires that you manually logon to your fi (user-name and password) and usually navigate to one or more additional web pages to get to the download "button" ... for every fi that you want to download using web-connect. With direct connect, once you setup the fi for use with One Step Update, all the accounts from that fi and every other fi that can be direct downloaded will be downloaded in "one step" (if you don't count the Pin Vault password and the One Step Update setup dialog box).

We connect takes you to a link on your FI's Website where you then (perhaps) inform the website if you are downloading to Quicken or MS Money, etc. and then finally you click on a link to "download".

Direct Connect can be done via one-step update where Quicken logs in to the account on the FI's computers, gets the data and displays it in the new transactions for that account.

So Direct connect is the more functional of the two options.

John Just to be sure - you can download transactions as they come in on a daily basis? Perhaps itis a new feature as I thought I could only download once per month. Is it direct from Quicken or do you need to log onto exxon mobil credit card website

alan

John Never mind - I got it to work. Thanks for your post - getting this to work made my day. I think at the time I got the card this was not available - several years ago.

alan

The original ExxonMobil Mastercard was issued by

Associates National Bank (Delaware)

Within the last year they sold all of the accounts to

Citi Cards

Citibank has also picked up Radio Shack, Sunoco, and Home Depot credit cards in the recent past.

John thanks - that explains it.

Alan

"Mike B" wrote in news:4231ce64_1 @news1.prserv.net:

Thanks John and Mike for the explanation.

My personal experience has been:

CitiBank AAdvantage Personal Card (pays AA miles but is ~$60/year) could be downloaded into Quicken daily. Worked great and fast. As I recall, transactions were posted for on-line viewing within 24 hours of the transaction being posted to the account.

CitiBank AAdvantage Business Cards (pays AA miles but is ~$60/year) can NOT be downloaded into Quicken. Citibank says it should be possible about January 2006. CitiBank AAdvantage Business Card account allows one to have multiple cards (for multiple employees), each with a separate and unique card number, yet charges on any of the cards accrue miles to the main account.

With the CitiBank AAdvantage Business Card, one can view transactions on-line, but data is embedded in .html formatting code, so they can't be directly downloaded. I would appreciate hearing from anyone who has a tool for extracting the transaction data from the .html code.

i have the exxon mobil master card from citicards, and it gives 3% back on gas and 1% on all else, and it does direct downloads

alan