Citi Bank Statement Download and Import

Importing the bank statements after downloading has become very easy with Invest Plus Software. Below are the steps to download Citi bank statement:

1. Login to CITI Bank Net Banking Account By using your username and password.
2. Click the “Statements (PDF)” link
3. Download Citi-issued “Recent Statements”
4. Enter date and choose the format
5. Click Download.

Below are the steps to import Citi bank statements using Invest Plus software:

1. Select Citi bank from ‘Bank Statement’ tab.
2. Select the file type. Make sure to enter the password if your PDF is password protected
3. Locate the file from where it is saved in the computer and select it.
4. On selecting the file, details of the statement will be displayed.
5. You can then enter each transaction’s detail/ Account match.

Importing bank statements is one of the core feature of this personal accounting software.

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