Citibank - How to upload your CSV & bank statements

This article will help you learn how to export your bank account statement or CSV for your Citibank accounts

Written by Ryan Perlman
November 12, 2024

1. About

• In certain cases, we'll need transactions or reports we can't import automatically from your bank or financial institution.
• In this article, we'll explain how to find the relevant reports we need from your Citibank accounts and upload them into Finaloop.

1. How to export a CSV file of your transactions from your Citibank account
2. How to export a bank statement from your Citibank account

2. Exporting a CSV file of your Citibank transactions

Here is your step-by step guide on how to export a CSV from your Citibank account

This guide will walk you through downloading a CSV file containing your transaction history for your Citibank account.

What you'll need

• Your Citibank account login credentials (Username & Password)

Steps

1. Log in to your Citibank account using your username and password.

2. Click on Accounts and choose the relevant account relevant to your mission.

3. Scroll down to Your Activity, you'll see a dropdown for Filter By.

4. Confirm Transaction Type is set to All.

5. Under Custom Date Range, enter the date range listed in the mission.

6. Click Search.

7. Click on the Download icon in the top right corner.

8. In the pop up, under Text Formats select CSV.

9. Click Export. This will save your CSV file to your device.

10. Head over to your mission in Finaloop, and upload your CSV file.

3. Exporting a bank statement from your Citibank account

Here is your step-by-step guide on how to export a bank statement from your Citibank account

As part of our onboarding and year end reviews, we may ask for bank statements to confirm your bank balances and ensure your books are 100% accurate.

What you'll need

• Your Citibank account login credentials (Username & Password)

Steps

1. Log in to your Citi account using your username and password.

2. Click on Accounts and choose the relevant account relevant to your mission.

3. Click on View Statements, in the middle of the screen.

4. On the popup with your most recent statement, click on View All Statements.

5. Scroll down until you see the Select a Year dropdown and select the year listed in the mission.

6. Select the relevant statement from the selected year and click Download to save the statement to your device.

7. Head over to your mission in Finaloop, and upload your bank statement pdf.

If you have any questions or trouble finding the information you need, feel free to contact us at books@finaloop.com!