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CitiCard downloads via Pocketsense... solution works!

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In https://microsoftmoneyoffline.wordpress.com/2010/10/06/cal-learners-review-fidelity-401k-citi-card-and-vanguard-account-info/ Ameridan posted the problem, and what appeared to be a solution. I tried that solution, and it worked once. Ken H had the same experience. The problem is an "Access Denied" message in the OFX file, and no transactions.

The situation is a little unclear at this point, but I thought I would post what I knew. I did some screen captures that could show the path throug the Citicard website.

As with Ameridan's observation, the Citicard site had been really reliable with PocketSense over a long period.
- Edited by Cal LearnerModerator Tuesday, September 10, 2019 3:11 PM
Monday, September 9, 2019 4:51 PM

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{

"id" = "md:1069" "ignore_txns_before_start_date" = "y" "uses_fi_tag" = "y" "access_type" = "OFX" "fi_name" = "Citi Cards" "bootstrap_url" = "https://mobilesoa.citi.com/CitiOFXInterface" "fi_id" = "24909" "ofx_version" = "103" "app_id" = "QWIN" "fi_org" = "Citigroup" "app_ver" = "2700" }

In sites.dat:

<site>
    SiteName   : Citi Cards
    AcctType   : CCSTMT
    fiorg      : Citigroup
    fid        : 24909
#    url        : https://www.accountonline.com/cards/svc/CitiOfxManager.do
    url        : https://mobilesoa.citi.com/CitiOFXInterface
    bankid     :
    brokerid   :
    appid      :
    appver     : 2700
    ofxver     : 103
    mininterval: 31
    timeOffset :
</site>

Combined with enabling desktop apps, I have been back in business for three days.

Monday, September 9, 2019 7:00 PM

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Andy, thanks. Success I think.

Andy's url        : https://mobilesoa.citi.com/CitiOFXInterface

and ofxver     : 103

and the Ken H info on the website activity together did it.

It is important to be running the newer PocketSense version that recognizes the ofxver     : 103.

Thanks again!!!
- Edited by Cal LearnerModerator Tuesday, September 10, 2019 3:54 AM
Monday, September 9, 2019 7:38 PM

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Just noticed this conversation.

Well my Citi Card downloads continue to function with the original settings in my sites.dat file, but even though the file reveals that 7 days of transactions were requested, I’m getting every transaction since I opened the account in 2017. Money handles it fine though.

{BANKTRANLIST}
{DTSTART}20190904120000
{DTEND}20190910120000
{STMTTRN}
{TRNTYPE}DEBIT
{DTPOSTED}20171219180000.000
{TRNAMT}-9.78
…

EDIT: I see in the MS Money forum that OFXVER: 103 might provide better results now. I’ll try that…

Success. OFX: 103 provides better results, as I now get transactions going back to July 2019 now, rather than Dec 2017. AppVer and MinInterval seemed to have no effect. I haven’t yet altered (or tried) the url though.

I’ll update my Settings article to reflect.
- Edited by ameridan Wednesday, September 11, 2019 2:16 PM
Wednesday, September 11, 2019 2:05 PM
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Nice. Which URL are you using? I used the new one that Andy suggested, but I did not go back and try the previous one after doing the ofxver 103 stuff. Once it worked great, I stopped.

I am not clear on how ClientUID and ConnectKey get used in the 2-factor authentication method. I suspect ConnectKey comes from the server.
- Edited by Cal LearnerModerator Wednesday, September 11, 2019 4:30 PM
Wednesday, September 11, 2019 3:36 PM

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I'm still using the original url.

I don't see any clientUID in my sites.dat file, so I'm not sure what that is all about ;) Instead, I think they are in the connect.key file.
- Edited by ameridan Wednesday, September 11, 2019 4:25 PM
Wednesday, September 11, 2019 4:14 PM

I'm still using the original url.

I don't see any clientUID in my sites.dat file, so I'm not sure what that is all about ;) Instead, I think they are in the connect.key file.

Thanks. ClientUID: is the last line in my sites.dat. I think some PocketSense version put it there. I grepped my Pocketsense folder and got these matches:

ofx.py:#   - Added support for OFX version 103 and ClientUID parameter.  The version is defined in sites.dat for a
ofx.py:#     specific site entry, and the ClientUID is auto-generated for the client and saved in sites.dat
ofx.py:#   - Add support for site and user specific ClientUID
site_cfg.py:#   - Added support for OFX version 103 and ClientUID
site_cfg.py:#   -remove ClientUID from general settings.  begin storing per site+username in ofx.py
sites.template:# 28Aug2012*rlc:  -Added support for OFX version 103 (for sites that require ClientUID)

So anyway, I agree that the ConnectKey is going to be the important one.

The ConnectKeys are viewable

PocketSense OFX Download Python Scripts, Ver: 24-Aug-2018



----------Main Menu-----------
1. Add or Modify Account
2. List Accounts
3. Delete Account (or reset connection)
4. Encrypt account settings

6. Enable Stock/Fund Quotes
7. Test Account
8. About
0. Save & Exit
------------------------------
Selection: [0] 2
Show account connection keys? Y/N [N]: y

Ameridan, FYI, I had posted this onto your site previously, and it said awaiting moderation:

Cal Learner. said
Your comment is awaiting moderation. 
 September 9, 2019 @ 9:02 PM  
Ken H et al:
 To summarize the Andy Dingwall’s solution, use the newer scripts. In sites.dat, have
 url : https://mobilesoa.citi.com/CitiOFXInterface
 and
 ofxver : 103

I will be doing more testing. This still needs the Ken H solution for the first download. Then, I think, ClientUID gets remembered.

Edited by Cal LearnerModerator Wednesday, September 11, 2019 4:46 PM

Wednesday, September 11, 2019 4:40 PM

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> I don't see any clientUID in my sites.dat file, so I'm not sure what that is all about ;) Instead, I think they are in the connect.key file.

clientUID is just a unique value (most use uuid) per user/login.

Most tool will auto-generate this value and send it on 1st request. For citi, it would be sent during the initial 10m window.

From then on, the client suppose to send the same clientUID in subsequent requests.

Thursday, September 12, 2019 2:13 PM

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CitiCard downloads via Pocketsense... solution works!

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