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 →
Why Xero?
Xero (US and Canada) can import some PDF statements directly. Elsewhere, and for scans or layouts it can't read, it needs CSV, OFX or QIF. The Xero CSV is laid out the way Xero expects, and Utilly has already checked it against your statement balances.
Rather import an OFX file than a CSV? The same results page has one, and Xero takes it under Import a Statement with no column mapping: see bank statement PDF to OFX.
Import failing, dates swapped or a balance that won't match? See Xero bank statement import errors and how to fix them.
Already have a CSV or Excel export from your bank? The free CSV to Xero converter turns Debit and Credit columns into one signed Amount and writes Xero's import layout.
Weighing Xero's own PDF import, Hubdoc or another converter? See bank statement to Xero converters compared.
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.
