Citi bank statement to Excel
Drop a Citibank PDF below and get a spreadsheet with the columns split the way the statement prints them. The file stays in your browser.
Drop your Citi PDF statement here
or click to choose a file · nothing is uploaded
Import straight into accounting software
A CSV leaves you at the door of QuickBooks or Quicken; these formats walk in, with each transaction carrying an id so a re-import can't duplicate it. The plain .ofx is the same file without the Intuit tag, for GnuCash, Moneydance and anything else that reads a bank feed.
QuickBooks (.qbo)Quicken (.qfx)Plain .ofxWhat a Citi statement looks like
| Columns | Date · Description · Amount · Balance |
|---|---|
| Amounts | one amount column carries both, with money out negative |
| Date format | MM/DD |
Citi statements carry long descriptions that wrap onto a second and sometimes third line. Each wrapped line has no date and no amount, so a naive converter turns it into an extra transaction. This one rejoins it to the row above.
How Citi writes its transaction lines
Citi prints the full merchant name plus city and state, which routinely runs past the column width and wraps onto a second and sometimes third line. Every wrapped line carries no date and no amount. That shape is the classic phantom transaction, and it is the reason a Citi statement with 40 transactions can convert into 60 rows.
What to check afterwards
Long merchant names wrap onto a second and sometimes third line. After converting, the quickest sanity check is to count rows: if you have noticeably more rows than the statement has transactions, wrapped lines were treated as separate entries.
How the conversion works, why scans are refused, and how to confirm for yourself that nothing is uploaded: read the details.
Where to download your Citi statement PDF
Account Details, then Statements, after signing in at citi.com. Citi splits statements by account, so a customer with both checking and a card downloads them from two different places even though the login is the same.
Got several cycles to combine? Merge the converted files into one sheet, then check for duplicate rows where the cycles overlap.
Citi statement questions
How do I tell whether wrapped descriptions broke my conversion?
Count rows. The statement prints its own transaction count in the summary. If your sheet has more rows than that number, wrapped lines were split into separate entries. If it has fewer, a page break swallowed something.
Can I convert a Citi statement I downloaded years ago?
Yes, as long as it is a real PDF with selectable text. Statements printed and scanned back in are images, and there is no text to extract. Try selecting a line of text in your PDF reader: if nothing highlights, it is a scan.