Convert Citibank Statement to Excel, CSV, or OFX

Log into your Citibank online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.

Citibank layouts can vary by account type, statement period, and document quality. Process a representative file first, then compare dates, signs, row count, and balances with the source before using the export downstream.

Transfers are encrypted with TLS 1.3. Source PDFs are deleted after processing. Exception: source PDFs for multi-table extractions by signed-in users may be retained for up to 7 days for quality review. We do not ask for or store your banking credentials.

Yes. Signed-in uploads support up to 15 files and 100 pages in total, with a 50 MB limit per file. Each standard page uses 1 credit (5 on signup, then 5/month).

Citibank often combines linked accounts on one statement, each with its own activity section. The converter captures every section and you can filter or split the resulting CSV or Excel file by account, since each transaction keeps its date, description, amount, and balance.

Citi Online retains roughly 24 months of statements. If you have already saved older PDFs locally, you can upload them to the converter at any time; each page counts as one credit regardless of the statement age.

Yes. Citibank statements print a running balance after each transaction, and the converter outputs that value in a Balance column so you can reconcile the ending balance directly in Excel or your accounting software.