How to Convert Citibank Statement to Excel
Follow this simple guide to convert your Citibank bank statement PDF into a clean Excel file. Excel (.xlsx) files with formatted columns for financial analysis.
What You'll Need
- A PDF bank statement from Citibank (with selectable text, not a scanned image)
- A Statement Pro account (sign up free)
Step-by-Step Guide
Download Your Citibank Statement
Log in to your Citibank online banking account and navigate to your statements section. Download the statement you want to convert as a PDF file.
Tip: Log in to citi.com and go to your account. Click 'Statements & Documents' to view available periods, then click the PDF icon to download. In the Citi Mobile app, navigate to your account details and select 'Statements.' Citi keeps statements available for up to 7 years for checking and savings accounts, and up to 6 years for credit cards. If you have a Citi Priority or Citigold account, all linked account statements appear in the same portal.
Upload to Statement Pro
Go to the upload page and drag-and-drop your PDF or click to select it. Statement Pro automatically detects Citibank statements and begins extracting transactions immediately.
Download Your Excel File
Once processing is complete, click the download button to get your Excel file. All transaction dates, descriptions, and amounts are preserved accurately and ready for use in your favorite spreadsheet or accounting application.
Citibank FAQ
Statement Pro supports all Citi credit card statement PDFs, including Citi Double Cash, Citi Premier, Citi Custom Cash, Citi Diamond Preferred, and Costco Anywhere Visa by Citi.
Yes, both Citibank checking and savings account statement PDFs are supported, in addition to credit card statements. All Citi deposit account formats are handled.
No. PDF statements only contain posted transactions for the statement period. Pending transactions that haven't settled will appear on a future statement.
Returns and credits appear as negative amounts (or credits) in the CSV output, matching how they appear on the original Citi statement. This makes it easy to reconcile refunds in your accounting software.
Related Guides for Citibank
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