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, usually in under a minute. You never share a bank login — you upload the PDF over an encrypted connection and review every row before you export.

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. The file is uploaded over an encrypted (HTTPS) connection and parsed on our servers.
3. Review the preview. Check the date, description, and amount columns against your statement before you export.
4. Export. Download CSV or Excel (both free with a free account), 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 the download is free with a free account.
• Excel (.xls) opens in Excel as a ready-made table and is best if you'll build formulas or pivot tables directly. Excel export unlocks with a free account.

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

Is it private?

Your statement is uploaded over an encrypted (HTTPS) connection and parsed on our servers, and a copy is stored — you can ask us to delete it at any time through the contact page. You never link your Citi login or share banking credentials. Review the Privacy Policy for exactly what is stored and who processes it.

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, Pro is $59/mo, and Business is $99/mo, with Pro and Business adding batch conversion and higher monthly limits.

Related guides

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