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Convert a Citibank statement to Excel & CSV

Convert Citi checking and credit card PDF statements to a spreadsheet. Everything runs in your browser with pdf.js, so your Citibank statement is never uploaded to a server. Free for up to 5 statements a day, no signup, no watermark.

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What a Citibank statement looks like

Citi statements use a Date, Description, Amount and Balance layout for checking, and a charges/payments split for Citi credit cards. Descriptions often include a location and reference code.

The layout matters because ConvertFin reads the selectable text inside your PDF and rebuilds each transaction as a spreadsheet row. Wherever Citibank places the dates, descriptions, amounts and any running balance, the converter maps them into a small set of clean columns you can sort, filter and total.

Columns you get in the export

Every Citibank statement is exported to the same tidy structure, in both Excel and CSV:

ColumnWhat it holds
DateThe transaction date from your Citibank statement
DescriptionThe merchant or payee text, kept on a single row
AmountThe debit or credit as a single signed value
BalanceThe running balance where Citibank prints one, left blank for card statements that carry no balance

You get the same columns whether you convert the bank statement to Excel or convert it to CSV, so the file is ready to open in Excel, Google Sheets, or import straight into accounting tools.

Tip. Citi descriptions can be long. Widen the description column after opening the file in Excel or Google Sheets for easier reading.

How to convert your Citibank statement

  1. Open the converter and drop in your Citibank PDF. The file is read locally in your browser, nothing is sent anywhere.
  2. ConvertFin reads the text layer with pdf.js and structures every row into Date, Description, Amount and Balance on your device.
  3. Preview the table, then download it as Excel (.xlsx) or CSV. Nothing is stored after you close the tab.

Prefer the full walk-through? Read how to convert a bank statement to Excel.

Is it safe to convert a Citibank statement online?

With ConvertFin there is no online step for your data. Your Citibank statement is processed entirely in your browser, so the PDF is never sent to a server, never stored, and never seen by us. That is the whole point of the client-side design: a bank statement carries your account number and full transaction history, so the safest converter is one that never receives the file in the first place. There is more detail on the security page.

Runs in your browser with pdf.js, nothing is uploaded or stored, no signup, and clean Date / Description / Amount / Balance columns out to Excel and CSV.

Citibank conversion FAQ

Do I need to upload my Citibank statement anywhere?

No. The conversion runs locally in your browser with pdf.js, so your Citibank PDF never leaves your device and is not stored on any server.

What formats can I export a Citibank statement to?

Both Excel (.xlsx) and CSV. The columns — Date, Description, Amount and Balance — are identical in either format, so you can open the file in Excel or Google Sheets or import it into your accounting software.

Is there anything specific to watch for with a Citibank statement?

Citi descriptions can be long. Widen the description column after opening the file in Excel or Google Sheets for easier reading.

Does it work with a scanned Citibank statement?

Only if the PDF has selectable text. Scanned or photographed image-only statements have no text layer to read, so those are not supported. Download the original PDF from Citibank online banking instead of scanning a paper copy.