Connect Citi Private Bank to Lunch Money
Automatically sync your bank transactions and balances to your Lunch Money accounts.
Regulated PSD2 — read-onlySimple 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
Lunch Money
- Keep your budget up to date with automatic bank sync
- Map any transaction field to Lunch Money-specific fields
- Transform transactions with transfer link rules
- 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 Lunch Money
Point those accounts at your Lunch Money accounts.
Step 04
Sync automatically
Transactions and balances flow from Citi Private Bank to Lunch Money from that point on.
FAQ
Frequently asked questions
- How often does Citi Private Bank sync to Lunch Money?
- 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 Lunch Money within seconds.
- Does Citi Private Bank support pending transactions?
- Yes — Citi Private Bank exposes pending transactions, and Synci syncs them to Lunch Money. When the bank eventually books them, Synci automatically updates the same transactions in Lunch Money 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.