Sync Citibank Online to Microsoft Excel
BankSync may support connections to Citibank Online accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync Citibank Online to Microsoft Excel
Search for Citibank Online in BankSync
Sign up for BankSync and, if Citibank Online is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Citibank Online fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Citibank Online to Microsoft Excel
Transactions
Sync available Citibank Online transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Citibank Online accounts.
Holdings
Sync supported investment positions, quantities, and market values from Citibank Online.
Trades
Sync supported investment trade and activity history from Citibank Online.
Loans
Sync supported loan balances and provider-supplied liability details from Citibank Online.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Citibank Online field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Citibank Online with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync Citibank Online somewhere else
The same Citibank Online connection can feed any of these destinations.
- Sync Citibank Online to Actual Budget
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- Sync Citibank Online to Firefly III
- Sync Citibank Online to Google Sheets
- Sync Citibank Online to Home Assistant
- Sync Citibank Online to MongoDB
- Sync Citibank Online to MySQL
- Sync Citibank Online to Notion
- Sync Citibank Online to PostgreSQL
- Sync Citibank Online to Securo
- Sync Citibank Online to SimpleFIN
- Sync Citibank Online to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of Citibank Online or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.