I managed to get my Citibank records imported and manually assign the categories to hundreds of entries in last 6 months to see my spendings by category...
but before that, I went thru the "user experience" nightmare!
1) Selecting the financial institution from hundreds of entries as a drop-down?!? They did not event provide a logo to assure you are selecting the right one.
2) Automatic way of getting your info? Forget it! Of course the they ask you to put in your username and password!!!! What if you select a wrong institution and try to log in, that institution has access to your other account. Bad, really bad.
3) Quicken fails unexpectedly (enven before I had a chance to set up anything):
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