Your bank · United States
Exporting from Citi.
About a minute, on Citi's website.
The steps
- Sign in at citi.com on a computer and open your checking account.
- Choose Download or Export, above the transactions.
- Pick a time period or a range of dates.
- Choose CSV and download the file.
Then
Open Berm and choose the file on the Import card. It is read on your device and never uploaded; Berm says what it found in each column before anything is added, and importing the same file twice changes nothing.
Last updated September 2026. Banks change their websites; if this no longer matches Citi's, tell us.