Banks · United States

Convert Citibank bank statements to Excel or CSV

Citibank issues a separate PDF statement per account and month through Citibank Online, covering checking, savings, cards and charge cards. Download the PDF statement, upload it here, and get every transaction as a spreadsheet that is checked against the statement's own opening and closing balances before you download it.

Convert a Citibank statement

The Citibank statement layout

These notes come from real Citibank statements our reader has been tested against, not from a template guess:

  • The Citibank layout our reader is verified against is the charge card statement (including US government travel cards): its table prints Sale date, Post date, MCC, Reference, Description and a single Total Amount column.
  • Charge card statements carry an account summary and cardholder/approver signature areas, and amounts sit in one column rather than split debits and credits.
  • Because there is no running balance column, the check runs against the summary totals instead.

How to download a PDF statement from Citibank

  1. Go to citi.com/statements and sign in, or sign in to the Citi Mobile® app.
  2. Open Statements and pick the account.
  3. Choose the statement month — use the year selector for older statements — and download the PDF.

Once you have the PDF, drop it into the converter — you can check the result before you pay for anything, and the first 10 pages each month are free.

What to check after converting

  • The result is marked Reconciled — the rows reproduce the closing balance exactly. If a difference is shown instead, our guide to why a statement does not balance walks through the usual causes.
  • On charge card statements, check each exported amount against the Total Amount column; the MCC and Reference fields stay in the PDF, not the export.
  • If a client sends a Citi statement as a paper scan, ask for the PDF from Citibank Online instead — the scan has no text layer to read.
  • Spot-check two or three rows against the PDF, especially around page breaks. Our guide on how to check a conversion shows a two-minute routine.

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