How to Download Your Citi Statement as a CSV File

Citi provides CSV downloads from citi.com for both credit cards and bank accounts. The notable difference from other banks: Citi splits money in and money out into two separate columns (Debit and Credit) rather than using one Amount column with negative numbers.

On this page Step-by-step instructions What the file looks like How far back you can export Common questions

How to export Citi transactions as a CSV

  1. Sign in at citi.comUse a desktop browser for the full export options.
  2. Open the account you wantSelect the credit card or bank account from your account list to view its activity.
  3. Find the Export or Download optionLook for a download arrow or a link labelled "Export" near your transaction list. On credit cards this often appears just above the transactions on the right.
  4. Select CSV as the file typeCiti also offers Quicken, QuickBooks, and sometimes Excel. Choose CSV.
  5. Choose your date range and downloadYou can usually export by statement period or a custom date range. Confirm and the file downloads.
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What is inside a Citi CSV file

A Citi export contains these columns:

Status, Date, Description, Debit, Credit

Citi puts purchases in the Debit column and payments or refunds in the Credit column, both as positive numbers. Fynnap combines the two into a single signed amount automatically, so the import needs no manual editing.

How far back can you export?

Citi credit cards generally offer several years of statement history online, though the exportable window is commonly the most recent 12–24 months depending on the product.

Common questions about Citi CSV exports

Why does my Citi CSV have separate Debit and Credit columns?

Citi follows an accounting-style layout: money out is listed under Debit and money in under Credit, both as positive numbers. Other banks combine them into one Amount column using negatives. Import tools that understand the Citi format merge the two automatically.

Do I need to edit the file before importing it?

Not with a tool that supports the split-column format. If you are using a spreadsheet manually, you can create a single amount column by subtracting Debit from Credit.

What does the Status column mean in a Citi export?

It indicates whether a transaction has cleared or is still pending. Pending transactions can change, so most people import cleared transactions only.

How far back can I export Citi transactions?

Usually 12 to 24 months of downloadable activity, though older statements are often viewable as PDFs.

Guides for other banks

Chase → Bank of America → Wells Fargo → Capital One → USAA →

Fynnap is an independent budgeting tool and is not affiliated with, endorsed by, or connected to Citi. Bank websites change; if a menu has moved, look for any option labelled “Download”, “Export”, or “Account activity”.