Your bank · United States
Exporting from Citizens.
About a minute, on Citizens's website.
The steps
- Sign in to Citizens online banking.
- Choose Export on the account summary, or Download Account Data on the account’s history.
- Choose CSV and the dates.
- 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 Citizens's, tell us.