Upload a Citibank checking, savings, or CitiBusiness PDF statement and get a clean Excel (.xlsx) or CSV file with every transaction in its own row, ready for bookkeeping, tax prep, and reconciliation.
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Citibank, N.A. is the U.S. consumer and commercial banking subsidiary of Citigroup Inc. (NYSE: C), a national bank and Member FDIC headquartered in New York City. It serves personal customers through Citi Checking, Citi Savings, and Citigold relationships, and businesses through CitiBusiness. Whichever account you hold, the official monthly statement comes as a PDF. Citi gives you that PDF through Citi Online and the Citi Mobile app, but a PDF is hard to total, filter, or import. Some accounts let you download recent transactions as CSV, yet that export only covers the latest activity, not older periods, scanned paper statements, or the PDFs a client hands you. This converter turns any Citibank PDF statement back into clean rows you can sort, categorize, and reconcile.
Date, description, amount, and running balance land in their own columns, so you can sort, total, and categorize Citibank activity without retyping a single transaction.
Built-in OCR pulls transactions out of scanned or emailed statements, so a bookkeeper who only received the PDF can convert it without ever logging into the client's Citi account.
Amounts and balances are preserved line by line, so the export reconciles against the opening and closing figures printed on your Citibank statement, exactly what auditors check.
Four steps, no software to install.
In Citi Online, open your account, go to Statements (or use Download Recent Statements under Quick Tasks), pick the period, and save the PDF. You may need a one-time PIN.
Drop the PDF into the converter at the top of this page. Password-protected files are detected the moment you upload them.
The transactions are read into rows. Check the preview and choose the columns you want to keep.
Download a clean .xlsx or .csv file, ready for QuickBooks, Xero, NetSuite, or your own spreadsheet.
Turn a client's monthly Citibank PDFs into import-ready files when you only receive the statement, not online access.
Convert a full year of checking, savings, and CitiBusiness statements into Excel for tax prep and year-end close.
Pull CitiBusiness activity into a spreadsheet for cash-flow tracking, budgets, and expense categorization.
Get applicant Citibank statements into structured data for income verification and cash-flow analysis.
Citibank statements span personal checking and savings, Citigold relationship statements, and CitiBusiness accounts, and each lays out its lines a little differently. The converter keeps the detail intact so nothing has to be re-entered by hand.
Export to Excel (.xlsx) for analysis or CSV for clean imports. The CSV maps neatly into accounting tools, so you can bring Citibank activity straight into your books.
Download the statement as a PDF from Citi Online or the Citi Mobile app, 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.
Log in to Citi Online, open the account, and go to the Statements area, or use Download Recent Statements under Quick Tasks. Pick the period you need and save it as a PDF, entering the one-time PIN if Citi prompts for one. From there you can upload the PDF here to turn it into Excel or CSV for your books.
Citibank issues official statements only in PDF. Some accounts let you export recent transactions as CSV from online banking, but that covers just the latest activity, not older statements, scanned paper copies, or a PDF a client sends you. Converting the PDF here gives you the exact statement, every period, as structured spreadsheet data.
Yes. The converter handles CitiBusiness checking and savings statements the same way it handles personal Citi accounts. It reads the transaction lines into rows with dates, descriptions, amounts, and balances, so you can categorize business spending, track cash flow, and import the data into QuickBooks, Xero, or NetSuite.
Files are encrypted in transit and at rest while they are processed, and the conversion runs without sharing your data with third parties. You stay in control of the file and the resulting export. Because it works straight from the PDF, you never have to hand over your Citi login or online banking credentials.
It handles both. Built-in OCR reads scanned or emailed statements, not just clean digital downloads. Password-protected PDFs are detected the moment you upload them, so you can unlock the file and convert it without losing any transaction detail along the way.
Yes. Amounts are preserved line by line and dates keep their original order, so the converted file ties out against the opening and closing balances on your Citibank statement. That accuracy is what makes the export usable for reconciliation and audits rather than just a rough copy.
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