Which file format should I choose in Citi?
Choose CSV. Citi offers CSV (other formats vary by account type). A CSV opens in Excel and Google Sheets and is the safest choice for insytesBI; a QFX or OFX file also works in the bank statement tools.
How to Download Citi Statements & Transactions (CSV)
Step-by-step: download Citi statement transactions as a CSV for Excel, how far back it goes, and a free report from it or a PDF statement.
Download your Citi transactions
- Sign in at citi.com on a computer.
- Open the credit card or bank account and go to its transactions.
- Use Filter By to set the date range, then search.
- Select the download icon at the top right of the transaction list and choose CSV.
What to expect
- Formats Citi offers
- CSV (other formats vary by account type)
- How far back
- Citi’s transaction download reaches back only a short way (roughly 90 days is commonly reported). Use your monthly statements for older periods.
- When you upload it to insytesBI
- Citi card exports split money into separate Debit and Credit columns. insytesBI reads both and combines them into one signed amount.
Frequently asked questions
How far back can I download Citi transactions?
Citi’s transaction download reaches back only a short way (roughly 90 days is commonly reported). Use your monthly statements for older periods.
Can I upload a Citi PDF statement instead?
Yes. A PDF statement downloaded from online banking is read directly by the bank statement analyzer and converter. Scanned paper statements cannot be read, because they are a picture rather than text; for those, download the CSV.
Does insytesBI need my bank login?
No. You only upload the file you exported. insytesBI never asks for your bank password or a one-time code, and no website should.