How do I convert a bank statement PDF to CSV?

Upload your bank statement PDF to ConvertStatement.com. The tool automatically extracts transactions and lets you download a clean CSV file. It works with statements from 15 US and European banks including Chase, Bank of America, Wells Fargo, Barclays, HSBC, Revolut, and more. Try 10 pages free without signing up, or create a free account for 50 pages per month.

What banks does ConvertStatement support?

ConvertStatement has dedicated rule-based parsers for 15 banks: Chase, Bank of America, Wells Fargo, Capital One, Citibank, U.S. Bank, PNC, TD Bank (US), and Barclays, HSBC, Santander, Revolut, N26, Deutsche Bank, ING (Europe). You can request support for your bank if it's not yet listed.

What output formats are available?

ConvertStatement exports to four formats: CSV (universal spreadsheet format), Excel XLSX (native Microsoft Excel), OFX (Open Financial Exchange for financial software), and QBO (direct import for QuickBooks). All four formats are available on every plan, including the free tier.

Is my bank data safe when using ConvertStatement?

Yes. ConvertStatement processes files entirely in memory. No bank data is stored, logged, or shared. All transfers use HTTPS encryption. Your bank statement data is deleted from memory as soon as processing completes and the result is returned to you.

How much does ConvertStatement cost?

ConvertStatement offers a free tier with 50 pages per month (all formats, requires free account). You can also try 10 pages without signing up. Paid plans start at $9/month for 300 pages, $29/month for 1,500 pages with batch processing, and $59/month for 5,000 pages with API access. All formats included on every plan.

Can I convert multiple bank statements at once?

Yes. The Pro plan ($29/month) and Business plan ($59/month) include batch processing, allowing you to upload and convert multiple bank statement PDFs simultaneously.

How do I import a bank statement into QuickBooks?

Upload your bank statement PDF to ConvertStatement, then download it in QBO format. In QuickBooks, go to Banking > Upload Transactions and select the QBO file. QuickBooks will import all transactions automatically. ConvertStatement's QBO export is formatted specifically for QuickBooks compatibility.

← All articles

April 2, 2026

How to Convert a Citi Bank Statement PDF to CSV

Convert Citibank checking and credit card statement PDFs to CSV, Excel, OFX, or QBO. Supports Double Cash, Premier, Custom Cash, and all Citi account types.

Getting data out of Citibank PDFs

Citibank is one of the top five banks in the US, and their PDF statements are the standard document for account history. Whether you have a Citi checking account, savings account, or one of their credit cards (Double Cash, Premier, Custom Cash), the monthly statement arrives as a PDF.

The frustration: Citibank's online banking at online.citi.com doesn't provide a CSV or Excel download for statement data. You can view transactions online, but if you need a structured export for bookkeeping, tax prep, or financial analysis, you're left copying numbers by hand from the PDF.

Where to find your Citi statement PDF

Log in to online.citi.com or the Citi mobile app. Navigate to your account and select "Statements." Choose the billing period and download the PDF.

Citi organizes statements differently by account type:

- Checking/savings: Available under account documents. Transactions listed by date with running balance. - Credit cards: Available under statements. Organized by billing cycle with purchases, payments, credits, interest charges, and fees in separate sections.

Both statement types convert cleanly through ConvertStatement.

Upload and convert your Citi statement

At convertstatement.com, drop your Citi PDF into the upload area. The parser recognizes Citibank's format from the document header and applies the right extraction logic.

Citibank checking statements present transactions with Date, Description, Debit, Credit, and Balance columns. Credit card statements are structured differently, with transaction groups and summary totals. The parser handles both layouts, producing a consistent output: one transaction per row with date, description, amount, and transaction type.

Export formats for every use case

After the preview confirms your data looks correct, choose your format:

- CSV for spreadsheet analysis, custom reports, or any tool that imports delimited text - Excel (XLSX) for immediate use in Microsoft Excel with formatted columns, proper number types, and sortable dates - OFX for Quicken, Sage, and financial software supporting Open Financial Exchange - QBO for direct QuickBooks Desktop or Online import via the Web Connect feature

Every format is available on all plans, including the free tier with 50 pages per month.

Handling Citi credit card specifics

Citi credit card statements have a few quirks compared to simple checking statements. Purchases, payments, and credits are listed in separate sections. Interest charges and fees get their own line items. The statement may span multiple pages with subtotals.

ConvertStatement's Citi parser consolidates all sections into a single chronological transaction list. Purchases appear as negative amounts (money out), payments and credits as positive (money in). This matches the convention expected by QuickBooks, Xero, and standard bookkeeping workflows.

Frequently asked questions

Which Citi credit cards are supported? All of them: Double Cash, Premier, Custom Cash, Simplicity, Rewards+, Diamond Preferred, and Costco Anywhere Visa.

Do Citi business account statements work? Yes. Citi business checking and business credit card statements follow similar formats and are supported.

What if my Citi statement has multiple pages? Multi-page statements are handled automatically. The parser extracts transactions from every page and combines them into one export file. Page count is based on the total pages in your PDF.

How do I know the conversion is accurate? Review the preview table before downloading. Every date, description, and amount is shown. If anything looks wrong, the data in the PDF may have an unusual format — contact us and we'll investigate.

Ready to convert your statement?

Upload your bank statement PDF and get CSV, Excel, OFX, or QBO in seconds. No signup required for your first 10 pages.

Convert a statement →