Citibank Statement Converter:
PDF to Excel & CSV

Check what Citibank gives you first

A file straight from your bank will always be more accurate than one reconstructed from a PDF, so it is worth two minutes to check before converting anything. Citibank offers CSV download of recent account activity, covering a limited recent window rather than the full statement archive. If the period you need sits inside that, use it and skip this page.

As with most of the large US banks, Citi treats live activity and archived statements as two separate things. The activity export is fine for reconciling the current month. The seven-year statement archive, which is what you need for a loan application or a tax year that has already closed, is PDF.

Downloading the statement from Citibank

Statements live in the Statements section of Citi Online, selected per account and period, and the online archive runs to seven years at the time of writing. Pick the period you need and download the PDF rather than printing to PDF from a screen, because a printed screen loses the transaction table structure the converter reads.

If the account has been closed, or the statement was forwarded to you by someone else, you will not have online banking access at all. That is the most common reason people end up converting a PDF: it is the only copy that exists.

Converting it to Excel or CSV

1. Upload the Citibank PDF to the converter above. Several months in one file is fine, and so is a JPG or PNG if all you have is a scan or a photo. Password-protected PDFs work; enter the password when prompted and it is not stored.
2. The pages are read, with OCR where the statement is a scan rather than text.
3. Check the transactions on screen against the statement before you download anything.Citibank statements typically carry Date, Description, Debit, Credit and Balance.
4. Download the CSV and open it in Excel, Google Sheets, Numbers or LibreOffice, or import it into QuickBooks, Xero, FreshBooks or Sage.

Your first conversion runs without an account. A free account adds 7 free pages, and the monthly plans are priced by page count if you are working through years of statements or several clients.

What happens to your Citibank statement

Uploads travel over a 256-bit encrypted connection. There is no long-term file storage: the statement sits on the server only long enough to be read and is deleted 24 hours after upload. Conversion is fully automated, so no member of staff opens it, and nothing goes to a third party. The full privacy policy sets out the detail.

Reading a Citibank statement once it is in columns

Citi runs debits and credits in separate columns with the description in between, and uses abbreviated channel codes at the start of the line for ACH, debit card and online transfer activity. International customers see a second currency and an exchange rate appended to the description rather than held in their own fields, so a statement with foreign spending on it needs those pulled apart before the totals reconcile. That is the kind of job a spreadsheet does in one formula and a PDF does not do at all.

Who converts Citibank statements, and why

Citi has a larger share of internationally mobile customers than most US retail banks, which shows up in what people are converting: statements supporting a visa application, evidence of funds for a property purchase in another country, or a year of mixed-currency spending for a tax return in two jurisdictions. Those all want a sortable, filterable file rather than a document.

Citibank statement converter FAQs