While balancing the books I found it disappointing that AmEx dumped access to their site the instant the Costco transferred our accounts to Visa. Companies with better service tend to provide access for a period after cancellation to download statements and the like.
I was at first a little perplexed as the Citi statements begin in July and the last AmEx statement I was able to download was for May. Then I read the fine print in Citi’s site. We just have to create a request and wait 24-48 hours for the PDF statement to appear. Okay, request sent.
Better still, I was able to download all the account transactions and Citi has export formats for any accounting software. Some banks (cough: USAA) can’t seem to understand that exporting account data in OFX/QIF format for accounting software is a useful feature. Anyway, I picked the “since last export” and got transactions starting in mid-2015, so it appears a goodly portion of our account history transferred. Thank you Citi.