Citibank Statement to Excel & CSV Converter

Extract table data from Citibank checking and credit card PDFs into Excel (.xlsx), CSV, and QuickBooks (.qbo) spreadsheets.

Citibank

Citibank Statement to Excel & CSV Converter

Stays on your device
Citi Test SandboxClick to test converter with verified statement dummy data (USD)

Your statement and transactions never leave your browser window.

STATEMENT TRANSACTION PREVIEW

Extracted Ledger & Transactions
5 transactions
DATEDESCRIPTIONCREDIT (+)DEBIT (-)TYPEBALANCE
09/01/2026ELECTRONIC DEPOSIT PAYROLL CORP REF# 9421$ 3100.00—Credit$ 5420.00
09/06/2026CITI ONLINE BILL PAYMENT CON EDISON—$ 115.30Debit$ 5304.70
09/12/2026CVS/PHARMACY #02319 NEW YORK NY—$ 32.45Debit$ 5272.25
09/18/2026WIRE TRANSFER OUTGOING REF# 88412—$ 850.00Debit$ 4422.25
09/26/2026CITI CASH RETRIEVAL FEE WAIVED$ 3.00—Credit$ 4425.25

Citibank

Format Details & Layout Quirks

Every bank statement has subtle nuances. Here is how Finparses automatically standardizes them.

Supported Accounts

Citibank statement PDFs feature reference numbers and combined product summaries. Finparses isolates transaction tables and exports standardized dates, descriptions, and net amounts.

Automated Statement Quirks Engine

  • Combined checking and savings statements on multi-product relationships.
  • Line item table includes Check/Reference Number, Date, Description, Amount, and Running Balance.
  • Wire transfers and foreign exchange rates are annotated in footnotes.

Bank-Grade Data Isolation

Statements contain sensitive account numbers, routing details, and personal balances. Finparses executes 100% inside your device memory (Wasm & JavaScript) — no document ever leaves your computer.

Citi PORTAL GUIDE

How to Download Statement from Bank Portal

Step-by-step instructions to get clean digital PDF statements from online banking.

Via Online Banking (Desktop / Web)

  1. 1Log in to your account at citi.com.
  2. 2Go to "Account Options" > "Statements & Documents".
  3. 3Choose the account and month, then click "Download Statement (PDF)".
  4. 4Drop your PDF file into Finparses to convert.

Via Mobile Banking App

  1. 1Open the Citi Mobile App.
  2. 2Tap your account, navigate to "Statements & Documents", and select the desired month to export.

COMMON QUESTIONS

Frequently Asked Questions

Common questions about converting statements from this bank safely.

Does Finparses support Citi Double Cash and Custom Cash statements?

Yes. All Citi credit card statements with merchant names, rewards credits, and payments are parsed with 100% fidelity.

GLOBAL COVERAGE

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