Upload any Citizens Bank PDF statement and get a clean, structured spreadsheet in under 60 seconds.
No credit card required · 15 free pages
Citizens Bank is a major regional bank with a strong presence in New England and the Mid-Atlantic. Their digital PDF statements are consistently formatted and extract at high accuracy for both personal and business accounts.
Your Citizens Bank statements are processed in encrypted private storage and never used for AI training or shared with third parties.
Four steps. Under a minute.
Log in at citizensbank.com, select your account, go to Statements, and download the PDF.
Drop the PDF into LedgerLift. The AI reads the Citizens Bank layout and extracts every transaction.
Check the extracted table and correct any rows before exporting.
Download your spreadsheet and use it in your accounting or budgeting workflow.
Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.
Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.
Common workflows that use Citizens statement conversion.
Convert Citizens Bank business checking statements to CSV and import into your accounting platform.
Export Citizens Bank checking and savings transactions to a spreadsheet for monthly budget tracking.
Compile a full year of Citizens Bank activity for your CPA or tax software.
Convert Citizens Bank credit card statements to Excel for expense categorization.
Upload your PDF now. No credit card required — 15 pages free.
Convert a Citizens statement free