Connect Citi Private Bank to Google Sheets
Automatically sync your bank transactions and balances to spreadsheets in Google Sheets.
Regulated Open BankingSimple per-connection pricing
Features
From
Citi Private Bank
- Secure bank connection with automatic transaction syncing
- Supports pending transactions
- Might not support credit card accounts
To
Google Sheets
- Keep a spreadsheet up to date automatically with bank sync
- Choose exactly which transaction fields appear as columns
- Track current and historical balances on dedicated tabs
- Data syncs as real numbers and dates, ready for formulas and pivot tables
- Enrich transactions with clean merchant names, logos, and more (Pro)
Setup
How it works
Step 01
Connect securely
Log in through Citi Private Bank's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which Citi Private Bank accounts you want to sync.
Step 03
Link to Google Sheets
Point those accounts at your spreadsheet(s) in Google Sheets.
Step 04
Sync automatically
Transactions and balances flow from Citi Private Bank to Google Sheets from that point on.
FAQ
Frequently asked questions
- How often does Citi Private Bank sync to Google Sheets?
- Synci polls Citi Private Bank for new data every 30 to 360 minutes, depending on your plan. Some banks may not support high-frequency sync (30 min). When new transactions or balance changes are found, they are transferred to Google Sheets within seconds.
- Does Citi Private Bank support pending transactions?
- Yes — Citi Private Bank exposes pending transactions, and Synci syncs them to Google Sheets. When the bank eventually books them, Synci automatically updates the same transactions in Google Sheets rather than creating duplicates.
- Are Citi Private Bank credit card accounts supported?
- Citi Private Bank may not expose credit card accounts through PSD2. If yours does, you'll see them listed when you connect.
- Is my Citi Private Bank login shared with Synci?
- No. Synci connects to Citi Private Bank through regulated PSD2 APIs, which means authentication happens on Citi Private Bank's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Citi Private Bank?
- Synci currently connects to Citi Private Bank through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Citi Private Bank.