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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?
No, not really :/
On the Citibank website absolutely, its under financial tools.
@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...
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.
Must vary with the cards. Under Financial Tools, I get:
@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?
@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.
@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.
@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.