Citibank · All formats

Convert Citibank statements to Excel, CSV, QuickBooks or Xero

Turn Citibank PDF bank statements into CSV, Excel, QBO or Xero files, checked against your opening and closing balance. Free preview, no sign-up.

Files deleted after 1 hourNever stored or used for trainingBalance check on every file
Processed in memory, never stored
No statement handy? See the result on a fictional one first:

1. Download the PDF from Citibank

  1. Sign on at citi.com (Citi Online) or the Citi Mobile app.
  2. Open the checking account and go to Statements.
  3. Choose the statement month and download the PDF.

2. Upload and verify

Utilly reads every transaction, then checks that opening balance + transactions = closing balance. You'll see Balanced ✓ or exactly how far off it is, before you pay anything.

3. Download any format

Every conversion includes CSV (opens in Excel and Sheets), a QuickBooks .QBO Web Connect file, a 3-column CSV for QuickBooks Online and a Xero-ready CSV. One credit covers all formats.

About Citibank statements

Citibank checking statements list each account's activity in one table with Amount Subtracted and Amount Added columns and a Balance column, starting from an Opening Balance (or, on older statements, a Beginning Balance line above the table). Utilly reads which column each amount sits in, so money out comes out negative and money in positive, joins the merchant and category lines under card purchases, and checks the rows against the account's own opening and closing balance.

Works with Citibank checking and savings statements. Layout tested: Amount Subtracted / Amount Added columns, several accounts on one statement.

Column by column: what we read on a Citibank checking statement, statements with several accounts, and how far back Citi statements go →

Pricing

Preview any statement free. A $9 pack unlocks 5 full statements in every format, with no expiry and no subscription. Bookkeepers with many clients can go unlimited for $19/month. See pricing.

FAQ

Questions

Can I convert a Citibank statement PDF to Excel, QuickBooks or Xero for free?

You can preview every statement free: we show the balance check and the first 5 transactions with no sign-up. Unlocking the full file costs one credit ($9 for 5 statements).

Is my statement stored?

No. The PDF is read in memory and never written to disk, and extracted results are deleted after 1 hour. We never use your data for AI training.

Do scanned statements work?

Not yet. PDFs downloaded from online banking are text-based and work well. Scans and phone photos need OCR, which is on the roadmap.

What if it doesn't balance?

You'll see exactly how far off it is before paying. If a paid conversion is wrong and we can't fix it, email support@version1.io for a refund.

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Citibank to CSV

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