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  • Product offerings may differ among geographic locations. By selecting your state of residence, you'll be shown the specific terms and rates that will apply to your new account.

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    Call us at 1-800-374-9700 Text Telephone (TTY) 1-800-788-0002

    What You Get

    Citi® Financial Tools include:

    Spending & Expense Analysis

    Spending your money more wisely tomorrow depends on knowing how you're spending it today. This tool lets you view your expenses by category and month. You also can track your top monthly expenses.

    Monthly Budget

    Need to cut down on spending? This tool helps create monthly budgets for recurring bills and flexible expenses, and you also can set up email budget alerts using real-time info from your accounts.

    Cash Flow

    This tool helps with budgeting by showing you a clearer picture of your cash flow (expenses and income). By better tracking your money, you'll easily see where you can add savings and improve the overall management of your finances.

    Other Tools include:

    • Transactions
    • Income Analysis
    • Goal Tracker
    • Net Worth
    • Investment Holdings
    • Bill Reminder

    How It Works

    Citi® Financial Tools will gather all your information. Then, get ready to view your financial life, for free. From expense analysis to customizable budgets, transactions to investments—you'll have all the information you need to gain greater control and plan for the future in one place.

    Citi® Financial Tools also:

    • Works with your Citi and non-Citi accounts
    • Automatically include information from your Citibank and Citi Credit Card accounts
    • Shows your spending trends from all of your accounts
    • Start with 6 months of transaction history from your accounts
    • Categorize your spending into useful, customizable categories
    • Analyze your finances and provide detailed spending reports
    • Allow you to create and track financial budgets and goals
    • Provide an analysis of your net worth and investments

    Works With These Products

    You are viewing Rates and Terms & Conditions applicable to a state other than where you live. These Rates and Terms & Conditions may differ from those applicable to your state of residence and will not apply to new accounts you open online. When you open your new account online, Rates and Terms & Conditions will be determined by your state of residence.

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    Share Your Screen With A Phone Representative

    During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

    If you need assistance from a Citi representative, contact us via chat or phone