Citibank + Clear Books: Bridge the Gap
Need to get your Citigroup / Citibank bank statement into Clear Books? Citibank uses MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts Citibank for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Citibank statements include checking, savings, and credit card transactions with detailed merchant descriptions. BankScan AI parses all Citibank account types.
How It Works
Upload your Citibank PDF
Drag and drop your Citibank statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Clear Books
Our AI parses Citibank's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
Citibank to Clear Books Features
- Citibank optimised — Trained on Citibank's combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures with MM/DD/YYYY parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Citibank Data into Clear Books
After converting your Citibank statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import Citibank into Clear Books Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Citibank to Clear Books Free