How to Export Citibank Statements into Microsoft Excel and Google Sheets

Follow these simple steps to export your Citi Bank statements into Microsoft Excel and Google Sheets, where you can analyze them as you wish.

How to export Citibank statements into Microsoft Excel

Step 1: Log in to your Citibank account

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Step 2: Download transactions in an excel file

  • Once logged in, click on the right account to access transaction history
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  • Under Transactions, scroll to the desired dates or fill out Custom Date Range

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  • Next, click on View
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  • Once the results for the desired dates show up, click on “Download Transactions”
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  • In the pop-up, select “CSV – Spreadsheets” and click on Download.
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  • The file will automatically download to your computer. You can click on it through the Downloads tab in your browser and it will open it in Excel.

Step 3(a): Open the file on Excel Online

  • Go to onedrive.live.com and sign in with your Microsoft account.
  • Click on Upload Files
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  • Select the file downloaded in Step 2 and click Open
  • The file will be uploaded on your One Drive
  • Click on it to open it using Excel Online

Step 3(b): Open the file on Google Sheets

  • Go to drive.google.com and sign in with your Google account.
  • Click on New File Upload
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  • Select the file downloaded in Step 2 and click Open
  • The file will be uploaded on your Google Drive
  • Click on it to open it using Google Sheets

Reference: https://www.youtube.com/watch?v=_o64bi-CcEU

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