Citibank + FreeAgent: Bridge the Gap
Need to get your Citigroup / Citibank bank statement into FreeAgent? 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 / OFX (Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely) for FreeAgent import.
How BankScan AI Converts Citibank for FreeAgent
Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements. 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 FreeAgent
Our AI parses Citibank's layout, converts dates to DD/MM/YYYY, and outputs CSV / OFX.
Import into FreeAgent
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically.
FreeAgent Import Tip
Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
Citibank to FreeAgent 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
- FreeAgent formatted — Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Citibank Data into FreeAgent
After converting your Citibank statement with BankScan AI:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
Import Citibank into FreeAgent Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Citibank to FreeAgent Free