How to Convert Citibank Statement to Excel & CSV (2026)

Citibank provides PDF statements for checking, savings, and credit card accounts, but there's no easy way to export that data to a spreadsheet directly from their online banking. Here's how to convert your Citibank statement PDF to Excel or CSV in seconds.

How to Download Your Citibank Statement

First, get your statement PDF from Citi:

1. Log in to Citi.com or the Citi Mobile app.
2. Select your account (checking, savings, or credit card).
3. Navigate to Statements & Documents in the account menu.
4. Click the statement for the period you need — it will open as a PDF.
5. Download or save the PDF to your computer.

Citi typically keeps 7 years of statements available for download.

Convert with BankParse (Free, 30 Seconds)

The fastest way to turn your Citibank PDF into a spreadsheet:

1. Go to BankParse Citi Converter — No signup required.
2. Upload your Citibank PDF — Drag and drop or click to browse.
3. Get your transactions — BankParse extracts all transactions with dates, descriptions, and amounts.
4. Download CSV or Excel — Click the format you need.

This works with Citi checking statements, savings statements, and Citi credit card statements (Double Cash, Custom Cash, Premier, etc.).

What Citibank Data Gets Extracted?

BankParse extracts all transaction data from your Citi statement:

• Transaction dates — Posted dates for each transaction
• Descriptions — Merchant names, check numbers, transfer details
• Amounts — Deposits, withdrawals, payments, and charges
• Running balance — Account balance after each transaction (checking/savings statements)

Alternative: Citi's Built-in Export

Citibank does offer a limited transaction download option:

1. Go to your account's View Transactions or Account Activity section.
2. Set your date range (limited to recent months).
3. Look for a download or export option (CSV, QFX, or OFX).

Why BankParse is better: Citi's built-in export only covers recent activity and may not match your official statement. For complete statement data going back years, converting the PDF directly gives you the exact transactions as they appear on your statement.

Frequently Asked Questions

Can I convert Citi credit card statements?

Yes. Upload your Citi credit card statement PDF and BankParse will extract all charges, payments, and credits into a clean spreadsheet.

Does this work with Citigold statements?

Yes. BankParse works with any Citibank PDF statement regardless of account type — including Citigold, Citi Priority, and basic banking accounts.

How do I convert multiple Citi statements at once?

Upload each PDF separately to BankParse and download the CSV for each. You can then combine them in Excel or Google Sheets for multi-month analysis.