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How do I import my Citibank bank statement?

edited April 2014 in Accounting
You have two options: either from the PDF file that comes in your email or download an Excel file from Citibank by using the following directions:

1. Login to your Citibank account -
2. Click your bank account, then you will see all the transaction details on the screen
3. Click the button 'Download Statement'
4. Save this statement in Excel 97-2003 format
5. Import using the Citibank - Excel import template

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