AI-powered · Free to try

Convert Citibank statements to Excel or CSV

Upload any Citi PDF statement and get a clean, structured spreadsheet in under 60 seconds. Works with all Citi account types.

Convert a statement freeSee pricing

No credit card required · 15 free pages

Supported Citibank statement formats

  • Citi checking and savings statements (PDF)
  • Citi credit card statements — Double Cash, Custom Cash, Premier (PDF)
  • Citi Business statements (PDF)
  • Citigold and Private Bank statements (PDF)

About Citibank statements

Citibank digital PDFs are well-structured and consistently formatted. Credit card statements in particular follow a clean layout that LedgerLift extracts at high accuracy.

Your Citibank statements are processed in encrypted private storage and never used for AI training or shared with third parties.

How to convert a Citibank statement

Four steps. Under a minute.

01

Download from Citi Online

Log in at citi.com, navigate to Statements, and download the PDF for your chosen period.

02

Upload to LedgerLift

Drop the PDF into LedgerLift. The AI extracts every transaction from the Citi layout automatically.

03

Review and edit

Verify the extracted data and make any corrections in the editable table.

04

Export as Excel or CSV

Download your clean spreadsheet ready for accounting software or manual analysis.

Export Citibank transactions in any format

Excel (.xlsx)

Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.

CSV

Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.

Why convert Citibank statements?

Common workflows that use Citi statement conversion.

Credit card reconciliation

Convert Citi Double Cash or Custom Cash statements to CSV for monthly expense reconciliation.

Accounting software import

Export Citi checking activity as CSV and import directly into QuickBooks, Xero, or Wave.

Multi-month analysis

Build a full-year Citi transaction history in Excel for budgeting or tax preparation.

Business expense tracking

Convert Citi Business statements for bookkeeper review and payroll reconciliation.

Frequently asked questions about Citibank conversion

Does LedgerLift work with all Citi account types?
Yes — Citi checking, savings, all credit cards (Double Cash, Custom Cash, Premier, Costco), and business accounts are supported.
How do I download a Citi statement as PDF?
Log in to citi.com, select your account, go to Statements, and choose the period to download as PDF.
Are Citi credit card rewards transactions included?
Yes. Rewards credits, adjustments, and fee reversals are all extracted as separate line items.
Can I process multiple Citi statements at once?
Accountant plan users can batch-upload multiple PDFs. Pro and Free users upload one at a time.
What columns are in the exported file?
Date, Description, Debit, Credit, and Balance by default. You can rename or reorder columns before exporting.

Ready to convert your Citibank statement?

Upload your PDF now. No credit card required — 15 pages free.

Convert a Citi statement free

Other supported banks

Bank of AmericaChaseWells FargoU.S. BankView all banks →