Convert Citibank statements to Excel or CSV

Quick answer

Citibank issues checking, savings, and Citi credit card statements (Double Cash, Custom Cash, and others) as PDFs that read cleanly on screen but resist spreadsheet analysis. QuickBankConvert reads the statement layout and exports tidy date, description, and amount columns as CSV or Excel in seconds — and the PDF is parsed locally in your browser, so your financial data never leaves your device.

Why Citibank statements are hard to use in a spreadsheet

A Citi PDF is designed for reading, not analysis. Transactions are laid out with proportional fonts and multi-line merchant descriptions, and they sit alongside summary boxes for fees, interest charges, and ThankYou rewards. When you copy that into Excel, columns collapse, descriptions wrap onto the wrong rows, credits and debits land in the same column, and the rewards and fee summaries get mixed in with the actual transactions.

That is fine for glancing at last month's spending, but it breaks the moment you want to:

• Build a budget or pivot table across several months
• Separate purchases from interest, fees, and rewards adjustments
• Categorize spending for tax season
• Hand clean data to a bookkeeper or accountant
• Import transactions into QuickBooks, Xero, or YNAB

QuickBankConvert is built for these layouts. It recognizes the structure of the statement — not just the raw text order — so wrapped descriptions stay attached to the right transaction, amounts stay in their own column, and rewards or fee summaries don't pollute your transaction rows.

How to convert a Citibank statement

1. Download the PDF. Sign in at citi.com or the Citi Mobile app, open the account, and download the statement as a PDF (Statements & Documents). Citi credit card statements download the same way from the card account.
2. Upload it to QuickBankConvert. Drag the PDF onto the converter. Parsing happens in your browser.
3. Review the preview. Check the date, description, and amount columns and fix the rare misread inline.
4. Export. Download CSV (free, no account) or Excel, then open it in your spreadsheet or accounting tool.

Which Citibank accounts are supported?

Both personal and small-business Citi statements work. Credit card statements are especially handy at tax time, when you need each charge as a single, consistent row instead of buried in a rewards-and-fees summary.

CSV or Excel — which should you pick?

• CSV is the universal format: it imports into virtually every budgeting app, accounting tool, and database, and it's free with no account.
• Excel (.xlsx) keeps column types and is best if you'll build formulas or pivot tables directly. Excel export unlocks with a free account.

Need other formats? Plus and Pro add TSV, JSON, QBO, and QIF, with Xero export on Pro — useful when you're feeding transactions straight into accounting software. See the formats overview and our QuickBooks integration.

Is it private?

Yes. QuickBankConvert parses your statement in the browser — the PDF is not uploaded to our servers for conversion. You never link your Citi login or share banking credentials. Review the Privacy Policy for how analytics and account data are handled.

Converting many months at once

Reconciling a full year of Citi statements? Convert each statement individually, or use Pro batch processing to drop in a folder of statements and export them together. Page limits scale with your plan — Free handles around 10 pages per statement, Plus raises that to about 50, and Pro to about 100. See pricing for current limits: Plus is $29/mo and Pro is $49/mo, with Pro adding batch conversion and the widest set of export formats.

Related guides

• Convert a credit card statement to Excel
• PDF bank statement to Excel
• Browse all supported banks
• Common questions