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Regular Contributor
Posts: 176
Registered: ‎03-20-2013
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Citi Category Spending Viewable?

Is there somewhere on the website I can find what percentage my spending patterns are in each category? Similar to what Amex and Chase has? 

 

Established Contributor
Posts: 962
Registered: ‎10-21-2013
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Re: Citi Category Spending Viewable?

No, not really :/

Current cards: MSUFCU Platinum, Amex PRG, Amex Surpass, Amex BCE, Citi Prestige, Citi Double Cash, US Bank Cash +, Huntington Voice, US Airways, Sallie Mae, Discover IT, Chase Freedom TU:751 EQ Enhanced: 748
Frequent Contributor
Posts: 486
Registered: ‎01-03-2013
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Re: Citi Category Spending Viewable?

On the Citibank website absolutely, its under financial tools.



As of 4/3/15
Established Contributor
Posts: 962
Registered: ‎10-21-2013
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Re: Citi Category Spending Viewable?


blondy250 wrote:

On the Citibank website absolutely, its under financial tools.


The Annual Account Summary?

 

 

I just don't see how this compares to Amex or Chase...am I missing something? I very may could have but I was looking the other day and this was all I found...

Current cards: MSUFCU Platinum, Amex PRG, Amex Surpass, Amex BCE, Citi Prestige, Citi Double Cash, US Bank Cash +, Huntington Voice, US Airways, Sallie Mae, Discover IT, Chase Freedom TU:751 EQ Enhanced: 748
Regular Contributor
Posts: 234
Registered: ‎08-04-2012
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Re: Citi Category Spending Viewable?

Immediately after you log in to citi cards look to the bottom right under "FINANCIAL TOOLS" click "view tool snapshot." Then a popup with a detailed "Expense Analysis" will appear.

Super Contributor
Posts: 10,245
Registered: ‎04-22-2013
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Re: Citi Category Spending Viewable?

Must vary with the cards.  Under Financial Tools, I get:

 

Established Contributor
Posts: 962
Registered: ‎10-21-2013
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Re: Citi Category Spending Viewable?


asteroidblues86 wrote:

Immediately after you log in to citi cards look to the bottom right under "FINANCIAL TOOLS" click "view tool snapshot." Then a popup with a detailed "Expense Analysis" will appear.


I only see the following terms under financial tools: Paperless Settings, Dispute a Charge, Document Center, Annual Account Summary, Virtual Account Numbers.

 

The only thing I can think of is that I haven't had the card for 12 billing cycles (only 7)? Would this be why I don't have that?

Current cards: MSUFCU Platinum, Amex PRG, Amex Surpass, Amex BCE, Citi Prestige, Citi Double Cash, US Bank Cash +, Huntington Voice, US Airways, Sallie Mae, Discover IT, Chase Freedom TU:751 EQ Enhanced: 748
Regular Contributor
Posts: 234
Registered: ‎08-04-2012
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Re: Citi Category Spending Viewable?


longtime_lurker wrote:

asteroidblues86 wrote:

Immediately after you log in to citi cards look to the bottom right under "FINANCIAL TOOLS" click "view tool snapshot." Then a popup with a detailed "Expense Analysis" will appear.


I only see the following terms under financial tools: Paperless Settings, Dispute a Charge, Document Center, Annual Account Summary, Virtual Account Numbers.

 

The only thing I can think of is that I haven't had the card for 12 billing cycles (only 7)? Would this be why I don't have that?


Not sure but the default setting is six months. I have Preferred World MC. In financial tools I have expense analysis, monthly budget, transactions, bill reminder, money tracker, goal tracker, net worth, portfilio manager, and financial calender.

Frequent Contributor
Posts: 486
Registered: ‎01-03-2013
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Re: Citi Category Spending Viewable?

[ Edited ]

asteroidblues86 wrote:

Immediately after you log in to citi cards look to the bottom right under "FINANCIAL TOOLS" click "view tool snapshot." Then a popup with a detailed "Expense Analysis" will appear.


This is what appears for me, its the most detailed analysis I have available for an account I have. FYI I use Citi for my banking (checking/savings) along with credit card (TYP) so maybe I have different options available through my combined Citi site. I also have all my credi/charge accounts(chase/amex etc) linked so the expense analysis is a very useful feature.



As of 4/3/15
Regular Contributor
Posts: 234
Registered: ‎08-04-2012
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Re: Citi Category Spending Viewable?


blondy250 wrote:

asteroidblues86 wrote:

Immediately after you log in to citi cards look to the bottom right under "FINANCIAL TOOLS" click "view tool snapshot." Then a popup with a detailed "Expense Analysis" will appear.


This is what appears for me, its the most detailed analysis I have available for an account I have. FYI I use Citi for my banking (checking/savings) along with credit card (TYP) so maybe I have different options available through my combined Citi site.


I don't have a checking or savings relationship with Citi. Just a credit card.

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