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Importing the bank statements after downloading has become very easy with Invest Plus Software. Below are the steps to download Citi bank statement:
- Login to CITI Bank Net Banking Account By using your username and password.
- Click the “Statements (PDF)” link
- Download Citi-issued “Recent Statements”
- Enter date and choose the format
- Click Download.
Below are the steps to import Citi bank statements using Invest Plus software:
- Select Citi bank from ‘Bank Statement’ tab.
- Select the file type. Make sure to enter the password if your PDF is password protected
- Locate the file from where it is saved in the computer and select it.
- On selecting the file, details of the statement will be displayed.
- You can then enter each transaction’s detail/ Account match.
Importing bank statements is one of the core feature of this personal accounting software.
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