Can I convert a Citi PDF statement to Excel?
Yes, if the PDF has real text, as statements downloaded from Citi online do. Scanned paper statements cannot be read.
Citi Statement to Excel: Download and Convert
How to download a Citi statement, and convert it from PDF or CSV to Excel, QuickBooks or Xero in your browser.
insytesBI provides estimates for informational purposes only, not financial, tax or accounting advice.
Citi statements
- What Citi gives you
- CSV (other formats vary by account type)
- How far back
- Citi’s transaction download reaches back only a short way (roughly 90 days is commonly reported). Use your monthly statements for older periods.
- How we read it
- Citi card exports split money into separate Debit and Credit columns. insytesBI reads both and combines them into one signed amount.
Download your Citi transactions
- Sign in at citi.com on a computer.
- Open the credit card or bank account and go to its transactions.
- Use Filter By to set the date range, then search.
- Select the download icon at the top right of the transaction list and choose CSV.
Frequently asked questions
What does Citi let me download?
CSV (other formats vary by account type)
How far back can I download Citi transactions?
Citi’s transaction download reaches back only a short way (roughly 90 days is commonly reported). Use your monthly statements for older periods.
Does insytesBI need my bank login?
No. You only upload the file you downloaded, and it stays in your browser.