How to Convert a Citi Bank Statement to Excel or QuickBooks

Citi statements come as PDFs, but your books need rows. Here is how to convert a Citi bank statement — checking, savings, or a Citi credit card like the Double Cash or Custom Cash — into Excel, CSV, or a QuickBooks .QBO file in a couple of minutes.

Get your Citi statement PDF

1. Sign in at citi.com (or the Citi mobile app).
2. Go to Statements & Documents.
3. Pick the account and month, then download the PDF.

Citi keeps up to 7 years of statements online, which matters for catch-up work: you can pull a whole year of PDFs in one sitting.

Convert it

1. Open Convert Bank Statements and drop the Citi PDF in.
2. Wait a moment while every transaction is extracted.
3. Check the balance badge — Balanced means deposits, withdrawals, and the ending balance all reconcile against the statement itself.
4. Export as Excel, CSV, QuickBooks (.QBO), or OFX.

No template setup, no column mapping. Scanned Citi statements work too — see our scanned statement guide.

Citi-specific tips

• Credit-card statements post polarity differently — charges and payments are signed correctly on export, so QuickBooks won't see purchases as deposits.
• Combined statements: if one PDF covers checking plus savings, each account comes out as its own worksheet in Excel and its own statement block in .QBO/OFX.
• ThankYou Points summaries and marketing pages are ignored automatically — you only pay for pages with transactions on them.

Is it accurate?

Every conversion is checked the way a bookkeeper would check it: beginning balance plus deposits minus withdrawals must equal the ending balance, per account. If a line doesn't reconcile, it's flagged for review instead of silently exported. See how the verification works on our security page.

FAQ

Does this work for Citi credit cards? Yes — Citi checking, savings, and credit-card statements, digital or scanned.

What about CitiBusiness accounts? Yes. Business statements with multiple sub-accounts export one worksheet per account.

Is my data safe? Your PDF is auto-deleted in 24 hours and never used to train AI. See our Privacy Policy.

How much does it cost? Your first pages are free — sign up and get 15 free pages. After that, page packs start at $12 and never expire. See pricing.

Convert a Citi statement now →

Related guides

• Convert a Chase bank statement
• Convert a Capital One statement
• Convert a scanned bank statement (OCR)
• Convert a bank statement to QuickBooks (.QBO)

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Not affiliated with or endorsed by Citi. Citi and Citibank are trademarks of Citigroup Inc. QuickBooks is a trademark of Intuit Inc.