Citibank + KashFlow: Bridge the Gap
Need to get your Citigroup / Citibank bank statement into KashFlow? 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, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out) for KashFlow import.
How BankScan AI Converts Citibank for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. 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 KashFlow
Our AI parses Citibank's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into KashFlow
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping.
KashFlow Import Tip
Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
Citibank to KashFlow 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
- KashFlow formatted — Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Citibank Data into KashFlow
After converting your Citibank statement with BankScan AI:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
Import Citibank into KashFlow Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Citibank to KashFlow Free