Upload a Citi credit card statement in PDF and get a clean Excel (.xlsx) or CSV file with the transaction date, merchant, and amount in their own columns. Purchases, payments, fees, and interest stay separated, ready for bookkeeping, expense tracking, and tax prep.
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Citi is one of the largest credit card issuers in the United States, behind the Double Cash, Custom Cash, Strata Premier, and Rewards+ cards, the Costco Anywhere Visa, and the AAdvantage co-brand line, plus CitiBusiness and the Costco Anywhere Visa Business card for companies. Each billing cycle Citi posts your statement as a PDF and keeps about seven years of them online. That PDF reads fine on screen but does nothing for your books until the numbers sit in rows. The built-in Download Transactions tool helps, but it only reaches roughly the last 90 days of activity and rarely includes pending charges, so older periods and full closed statements have to come out of the PDF. This converter reads the statement into clean rows with date, description, and amount in their own columns, and keeps purchases, payments, fees, and interest separate so you can categorize spend and post it to your books without retyping a single line.
Each purchase lands with its posting date, merchant name, and amount in separate columns, so you can sort, filter, and categorize a full statement of card spend in seconds.
Payments and credits, purchases, cash advances, fees, and interest charges are kept apart, so you can total deductible spend and see exactly what the card cost you for the period.
The previous balance, payments, new charges, and new balance carry through, so the export ties out to the totals printed on your Citi statement and reconciles against your books.
Four steps, no software to install.
Sign in at citi.com or the Citi mobile app, open your card account, go to Statements, pick the billing period you need, and download the statement as a PDF.
Drop the PDF into the converter at the top of this page. Password-protected files are detected the moment you upload them.
The statement is read into rows. Check the preview and choose the columns you want to keep, such as date, description, and amount.
Download a clean .xlsx or .csv file, ready for QuickBooks, Xero, a tax return, or your own spreadsheet.
Pull a year of CitiBusiness or Costco Anywhere Visa Business spend into Excel, separate business from personal, and hand a clean file to your accountant instead of a stack of PDFs.
Clients often send only the statement PDF. Convert it into an import-ready file with date, merchant, and amount columns and post card activity without manual entry.
Convert Citi statements into structured data for year-end close, expense categorization, and Schedule C support, with fees and interest kept on their own lines.
Turn a year of card purchases into a spreadsheet you can sort by merchant to find deductible expenses and build an income and expense summary at tax time.
A Citi credit card statement is more than a list of purchases. It carries the previous balance, payments and credits, new transactions, cash advances, fees, interest charges by rate, and the new balance, often across several pages and authorized users. The converter keeps that structure intact so nothing has to be re-entered or guessed at.
Export to Excel (.xlsx) for analysis or CSV for clean imports. The CSV maps neatly into accounting tools, so you can bring Citi card activity straight into your books. If you keep QuickBooks Desktop, you can take that CSV one step further and turn it into a QBO file with a CSV to QBO converter.
Download the statement PDF from citi.com or the Citi mobile app under your card account and Statements, then upload it to the converter at the top of this page. It reads each transaction into rows and lets you export a clean Excel (.xlsx) or CSV file. The whole process takes about a minute per statement and needs no software install.
Citi lets you download recent transactions in CSV through Download Transactions, but that export only reaches roughly the last 90 days of activity and rarely includes pending charges. Older periods and full closed statements are available only as PDFs going back about seven years. Converting the PDF is the reliable way to get any statement, recent or historical, into CSV or Excel.
Save the statement as a PDF from Citi, then upload it here and export to Excel. The converter places the date, merchant, and amount in their own columns, so the .xlsx file opens ready to sort and total. This works for any cycle Citi keeps online, including statements older than the 90-day transaction download reaches.
Citi keeps about seven years of statements online, while the transaction list you can download usually covers only the last 90 days. You can download any of those statements as a PDF and convert it here, which is handy when you need older periods for taxes, a loan application, or an audit the recent download cannot reach.
Yes. The converter reads Costco Anywhere Visa, Costco Anywhere Visa Business, and CitiBusiness AAdvantage statements the same way it reads personal Citi cards. It keeps each authorized user's purchases, fees, and interest in their own rows, which makes it straightforward to split business spend across employees and post it to your accounting software.
Yes. A Citi statement groups payments and credits, purchases, cash advances, fees, and interest charges into sections, and the converter preserves that split in the output. That lets you total deductible purchases on their own, see exactly what fees and interest the card cost, and reconcile the new balance against your books.
Files are encrypted in transit and at rest while they are processed, and the conversion runs without sharing your data with third parties. You never have to enter your Citi login or grant account access, because the converter works straight from the PDF you already downloaded, and you stay in control of the file and the export.
Convert Citibank checking and savings statements the same way.
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What Citi exports natively, and where the limits are.
Statement and card data prepared for year-end close.
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