topic Re: Citi Category Spending Viewable? in Credit Cards

Citi Category Spending Viewable?

Anonymous — Sat, 21 Dec 2013 04:09:15 GMT

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?

Re: Citi Category Spending Viewable?

longtime_lurker — Sat, 21 Dec 2013 15:57:57 GMT

No, not really :/

Re: Citi Category Spending Viewable?

blondy250 — Sat, 21 Dec 2013 17:54:22 GMT

On the Citibank website absolutely, its under financial tools.

Re: Citi Category Spending Viewable?

longtime_lurker — Sat, 21 Dec 2013 19:50:40 GMT

@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...

Re: Citi Category Spending Viewable?

asteroidblues86 — Sat, 21 Dec 2013 19:58:38 GMT

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.

Re: Citi Category Spending Viewable?

Anonymous — Sat, 21 Dec 2013 20:01:02 GMT

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

Re: Citi Category Spending Viewable?

longtime_lurker — Sat, 21 Dec 2013 20:03:26 GMT

@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?

Re: Citi Category Spending Viewable?

asteroidblues86 — Sat, 21 Dec 2013 20:09:20 GMT

@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.

Re: Citi Category Spending Viewable?

blondy250 — Sat, 21 Dec 2013 20:14:08 GMT

@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.

Re: Citi Category Spending Viewable?

asteroidblues86 — Sat, 21 Dec 2013 20:15:27 GMT

@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.

Re: Citi Category Spending Viewable?

blondy250 — Sat, 21 Dec 2013 20:39:26 GMT

Then maybe its the card, we have we both seem to have Citi TYP WM (largest limit 30k), although that would seem to be a silly reason.

@asteroidblues86 wrote:
@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.

Then maybe its the card, we have we both seem to have Citi TYP WM (largest limit 30k), although that would seem to be a silly reason.

Re: Citi Category Spending Viewable?

longtime_lurker — Sat, 21 Dec 2013 20:41:44 GMT

@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 also have all my credi/charge accounts(chase/amex etc) linked so the expense analysis is a very useful feature.

I'm wondering at this point if the CC we have with them matters in terms of tools offered...both of you have the TYP and you have them.

To be fair...Citi this quarter for me hasn't seen much usage, just because the rotating category of department stores could not compare to Freedom's 5% back on Amazon this quarter (coming from a college student's perspective here). So I'm not worried as much right now about the expense analysis option - but I'm figuring once they hit on a category I spend heavily on, I'll call a CSR and ask what's available to me...maybe I'll get lucky! haha

Re: Citi Category Spending Viewable?

Anonymous — Sat, 21 Dec 2013 21:34:26 GMT

Thanks for all the info. I don't have it either. I have the personal AAdvantage card.

All I see is:

FINANCIAL TOOLS

Re: Citi Category Spending Viewable?

Anonymous — Sat, 21 Dec 2013 21:41:01 GMT

You are now chatting with 'Chris' from Citibank, N.A.
Chris: Good evening, welcome to Citi Live Chat. How may I help you today?
Stiga9: Hi
Stiga9: I was wondering if there was a place online I can see a "spend analysis" of my purchases?
Stiga9: basically which categories I spend the most. i.e. travel, restaurants, etc.
Chris: I understand your concern.
Chris: However, we don't have an option to view your transaction information based on the "spend analysis" of your purchases. Our system will not categorize your purchases online.
Stiga9: oh ok thanks
Stiga9: Is there anything similar?
Chris: The only option is to click on "My Citi" tab, then click on "View recent transactions" tab under "Quick tasks" option to view your transaction online.
Stiga9: ok thanks. So this goes for all Citi cards? or just my AAdvantage card?
Chris: Yes, this applies for all the credit cards.
Stiga9: Ok thanks. Have a good day!

Re: Citi Category Spending Viewable?

longtime_lurker — Sat, 21 Dec 2013 21:47:33 GMT

@Anonymous wrote:
You are now chatting with 'Chris' from Citibank, N.A.
Chris: Good evening, welcome to Citi Live Chat. How may I help you today?
Stiga9: Hi
Stiga9: I was wondering if there was a place online I can see a "spend analysis" of my purchases?
Stiga9: basically which categories I spend the most. i.e. travel, restaurants, etc.
Chris: I understand your concern.
Chris: However, we don't have an option to view your transaction information based on the "spend analysis" of your purchases. Our system will not categorize your purchases online.
Stiga9: oh ok thanks
Stiga9: Is there anything similar?
Chris: The only option is to click on "My Citi" tab, then click on "View recent transactions" tab under "Quick tasks" option to view your transaction online.
Stiga9: ok thanks. So this goes for all Citi cards? or just my AAdvantage card?
Chris: Yes, this applies for all the credit cards.
Stiga9: Ok thanks. Have a good day!

ROTFL

Re: Citi Category Spending Viewable?

longtime_lurker — Sat, 21 Dec 2013 21:48:06 GMT

Well, there's always Chase or Amex...

Re: Citi Category Spending Viewable?

Anonymous — Sat, 21 Dec 2013 22:46:58 GMT

@longtime_lurker wrote:
Well, there's always Chase or Amex...

lol. Yeah, I definitely prefer Chase and Amex but I want to build a bunch of AA miles (Citi) before they devalue their reward system. I guess Amex SPG earn AA miles as well (for now).

Re: Citi Category Spending Viewable?

blondy250 — Sat, 21 Dec 2013 22:52:46 GMT

Obviously that rep is misinformed, like I've and others have stated I have very detailed spending analysis pie charts, spreadsheets on all my accounts through the Citibank online. I take a screen shot but obvoiusly don't want to post personal info.

Re: Citi Category Spending Viewable?

Anonymous — Sat, 21 Dec 2013 23:01:19 GMT

@blondy250 wrote:
Then maybe its the card, we have we both seem to have Citi TYP WM (largest limit 30k), although that would seem to be a silly reason.
@asteroidblues86 wrote:
@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.
Then maybe its the card, we have we both seem to have Citi TYP WM (largest limit 30k), although that would seem to be a silly reason.

Well, I have that card as well (5x version) and I don't get that menu item, so it must be something else. (Not that I need detailed spend analysis, it's about 93% CVS, 7% WholeFoods on that card, $20K per month)

Re: Citi Category Spending Viewable?

blondy250 — Sat, 21 Dec 2013 23:13:50 GMT

heres a screen shot, it becomes more detailed as click on each section.