How to export your Citi transactions
Download the transactions from your Citi credit cards and bank accounts as a file you can keep, open in a spreadsheet or bring into RichDue.
Checked on against the sources linked under each part. Citi moves its menus from time to time, so each step names the words to look for.
On citi.com
- Sign in at citi.com and open the card’s “Account Details”.
- Pick the time period: a statement, or your own dates.
- Select “Export” (beside the transactions tab) or the download icon.
- Choose the file type and save it.
Citi’s tutorial shows the export on citi.com, so use a browser rather than the Citi app.
Which file to choose
Choose Quicken (QFX) if your account offers it; Citi shows it on some accounts and not others. Otherwise CSV.
QFX and OFX files carry an id for every transaction, so a month you download twice doesn’t double anything.
How far back you can go
Card exports reach back about two years, up to 1,000 transactions in each file, so a busy year may take two downloads.
What’s in the file
Charges are in Debit and payments in Credit, and pending rows say “Pending” in Status.
What RichDue handles for you
- Money out and money in sit in two columns. RichDue reads both, so every row gets the right sign without mapping.
- RichDue reads the Status column, so a pending charge comes in marked pending.
Bring it into RichDue
Start free, answer six questions, then open Import and drop the file. RichDue shows every row before anything is saved: duplicates, transfers between your accounts and categories are marked, and you confirm.
Screenshots, bank alerts, statements or two taps: RichDue reads them, catches duplicates and asks before saving.
