Citi statement to Excel
Get the transactions from a Citi credit card or checking statement into a spreadsheet, with the signs the right way round and a balance check.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
Statement not read correctly, or something broke? Tell us
Your statement never leaves your device
How to do it
- Sign in at citi.com or in the Citi app, open the account and choose Statements. Download the statement as a PDF.
- Choose the PDF here. Every page is read, including descriptions that run over two lines.
- Look at the check line: if the balances add up, no transaction is missing or extra.
- Click "Download Excel" or "Download CSV".
Tips
- On a Citi card statement, payments, credits and purchases come out in one list: purchases and fees negative, payments and credits positive.
- The check compares the previous balance, the transactions and the new balance printed in the account summary.
- Checked on sample statements laid out like Citi checking statements and on sample card statements: purchases, payments and refunds were read with the right signs and the balances added up.
Questions
Can I convert several Citi statements at once?
One PDF at a time. Download each month and paste the rows under each other in Excel; the dates are real dates, so sorting works.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and makes the Excel file on your device. Nothing is sent to a server, there is no account to create and no page limit.
What if the balance check fails?
The table marks the rows where the balance chain breaks. Usually one column was read the wrong way: change its type in the table header, or the Amounts setting for a card, and the check runs again.
Does it work with a scanned or photographed Citi statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.