Citibank PDF to Excel & CSV
Citi statements, whether for checking accounts or Citi credit cards, convert to clean spreadsheets in seconds with PivotBank. Everything runs locally in your browser: drop the PDF, review the preview, download Excel or CSV.
No sign-up required · free preview · unlock the full statement for $2.99
How to download a Citi statement as PDF
Sign on to Citi Online or the Citi Mobile app
Open "Statements" (under Services or the account view)
Choose the statement date and download the PDF
Drop the PDF onto PivotBank and export your data
What's supported for Citibank
- Citi checking and savings statements supported
- Citi credit cards (Double Cash, Custom Cash, Premier) parse cleanly
- Extracts date, description, amount and balance per transaction
- Purchases, payments and fees are labelled on card statements
- Multi-month PDFs convert in one pass
- Excel export includes category totals; CSV suits any accounting tool
Privacy first
Unlike other converters, PivotBank opens your Citibank statement on your device. The file is never uploaded, and only the transaction lines can ever be sent, with your name, address, account number, IBAN and sort code stripped out first.
We never see your PDF. The only data we store is the extracted transactions of statements you explicitly choose to unlock and save to your account, which you can delete anytime.
Every format a Citibank statement converts to
Citibank statement to Excel and Google Sheets (XLSX)
Formatted columns, a summary sheet, and totals you can check by eye.
Citibank statement to any spreadsheet or accounting tool (CSV)
The universal import format, accepted by every accounting tool.
Citibank statement to QuickBooks Online (QBO)
QuickBooks' own dialect, so no column mapping on import.
Citibank statement to Xero, Sage and FreeAgent (OFX)
Typed transactions and duplicate-safe IDs, imported with no setup.
Citibank statement to Quicken and QuickBooks Desktop (QIF)
The format the desktop ledgers have always read.
Citibank statement to your own scripts and pipelines (JSON)
Every transaction categorised, with the balance check included.
Citibank conversion questions
Do Citi credit card statements work?
Yes. Citi card statements convert with purchases, payments, fees and interest separated, alongside regular checking statements.
Will the converted balance match my statement?
PivotBank verifies the running balance line by line and flags any mismatch before you export, so you can trust the output.
Is my Citi statement uploaded?
No. The PDF is opened in your browser and never uploaded. Only the transaction lines are sent to be read, with your name, address and account number removed first.
How much does converting a Citibank statement cost?
Every statement shows its first 5 rows free, with no sign-up, checked against the balance. A one-time $2.99 unlocks the full statement and every export, or Pro covers unlimited statements.
Convert your Citibank statement now
Free to try. No sign-up required. Preview any statement free; unlock the whole statement for a one-time $2.99.
Guides for this workflow
- Tax Season2 min read
Tax Season Prep: Processing Bank Statements for Multiple Clients
A workflow for accountants handling stacks of client bank statements in January and April: batch conversion, verification, and privacy that scales.
- Developer2 min read
Bank Statement Converter API: Automating Financial Data Extraction
Turn bank statement PDFs into structured JSON programmatically with the PivotBank API: endpoints, output schema, and integration patterns for lenders and platforms.
- Guide4 min read
How Far Back Can You Export Bank Transactions? CSV Limits by Bank (2026)
Most banks only let you export CSV for the last 90 days to 18 months. The commonly reported export windows for Barclays, HSBC, Lloyds, Chase and more, and how to get older transactions out of PDF statements.