pdftoexcel

Convert your Citi statement to Excel

Priority Checking, Savings+, Costco Anywhere, and Double Cash. Drop a PDF and get back a verified XLSX, CSV, or QBO in seconds.

How the Citi conversion works

  1. 1. Drop your Citibank PDF — monthly statement or a combined multi-month export, up to 25 MB. Password-protected PDFs work too.
  2. 2. Parse & reconcile — every transaction is extracted and the sum is checked against ending balance minus beginning balance within $0.01.
  3. 3. Download XLSX, CSV, or QBO — one click each, or batch up to 10 statements and download them as a single ZIP.

Supported Citi statement types

We handle checking, savings, and credit-card PDFs from Citibank.

  • checking
  • savings
  • credit-card

Frequently asked questions

Is my Citi statement stored on your servers?
No — the PDF is parsed in memory and never persisted. Only the extracted JSON is kept for your account history, and even that respects a 24-hour retention default.
What does the "Verified" badge mean?
Every export is reconciled: the sum of transaction amounts must match (ending − beginning) within $0.01. If it doesn't, you see an honest "failed" status instead of a silently broken export.
Do password-protected Citi statements work?
Yes — the upload prompts for a password and decrypts the PDF in memory during parsing.
Can I upload several Citi statements at once?
Drop up to 10 PDFs in one batch. Each runs through the queue with its own status row, then a single ZIP download packages all converted files in XLSX, CSV, or QBO.

Read the full guide

How to Convert a Citibank Statement to Excel

Convert your Citi Priority, Citi Accelerate Savings, Costco Anywhere, or Double Cash PDF statement to Excel, CSV, or QBO with a verified reconciliation.

4 min read

Other banks we convert