Convert Citi Bank Statement to CSV - Free Tool (2026)

Citi is one of the largest banks in the United States and a global leader in credit cards. Whether you hold a Citi Priority checking account, a Double Cash card, a Costco Anywhere Visa, or a Citigold wealth management account, you've likely needed to get your statement data into a spreadsheet at some point. This guide covers every method for converting Citi bank and credit card statement PDFs into CSV, Excel, or QBO format.

Can You Download CSV Directly from Citi?

Partially. If you log into Citi Online and navigate to your account, you'll find a Download Transactions button that lets you export recent activity in CSV, QFX, or QBO format.

However, Citi's built-in export has significant limitations that make it insufficient for most accounting and bookkeeping needs:

• ~90-day limit: The Download Transactions feature only covers approximately the last 90 days of activity. Anything older is unavailable through this method.
• Not your official statement: The CSV download is a transaction feed, not your monthly statement. Opening balances, closing balances, fees broken out by category, and statement-period totals are missing.
• Minimal description detail: Citi's CSV export often truncates merchant names and removes reference numbers that appear on the full PDF statement.
• No scanned-statement support: If you have paper Citi statements that you've scanned to PDF, the online download feature obviously can't help.

For anything beyond the last 90 days - or when you need the exact data from an official monthly statement PDF - you'll need to convert the PDF itself.

Citi Statement Formats and Quirks

Before you convert, it helps to understand how Citi structures its statements. Not all Citi PDFs are the same, and the differences matter for accurate extraction.

Key things to know: Citi checking statements use full MM/DD/YYYY dates, but credit card statements typically show only MM/DD since each statement covers a single billing cycle. Citi provides up to 7 years of downloadable PDF statements through online banking. Credit card statements include rewards summaries, minimum payment warning tables, and interest charge breakdowns that are not transaction data - a good converter needs to ignore these sections and extract only actual transactions.

Convert Citi Bank PDF to CSV with CapyParse (Step-by-Step)

Here's how to convert any Citi statement PDF into a clean CSV, Excel, or QBO file using CapyParse:

Citi Credit Card and Specialty Accounts

CapyParse handles more than just Citi checking accounts. Here's what to expect with different Citi products:

Double Cash and Custom Cash

Citi Double Cash and Custom Cash statements include a rewards summary section showing cashback earned on purchases and payments. The statement groups transactions into Purchases, Payments, Credits, Fees, and Interest Charges. CapyParse recognizes these sections, extracts every transaction with its correct type, and leaves out the cashback summary tables that would clutter your spreadsheet.

Costco Anywhere Visa

The Costco Anywhere Visa by Citi is one of the most popular co-branded credit cards in the US. Its statements include Costco-specific cashback reward breakdowns by spending category (restaurants, gas, travel, Costco purchases, and everything else). These reward tables look like transaction data but aren't - CapyParse correctly identifies and excludes them. The Costco Anywhere card also has no foreign transaction fee, so international purchases appear with both the local currency amount and the USD conversion, both of which CapyParse captures.

Citi Premier and ThankYou Points Cards

Citi Premier and other ThankYou Points cards include points-earning summaries and category bonus breakdowns on their statements. Like the cashback cards, CapyParse extracts only the actual transaction lines - purchases, payments, credits, fees, and interest - and ignores the points activity tables.

Import Into QuickBooks, Excel, or Google Sheets

QuickBooks

Export your Citi statement as a QBO file from CapyParse and import it directly into QuickBooks via Banking > Upload transactions. Or use the CSV export and map the columns manually. For a detailed walkthrough, see our guide on importing bank statement CSVs into QuickBooks.

Excel and Google Sheets

The CSV export opens directly in Excel or Google Sheets. All transaction fields - date, description, amount, balance - appear in separate columns, ready for sorting, filtering, pivot tables, or custom formulas. The Excel (.xlsx) export is also available if you prefer native spreadsheet formatting with proper column widths.

Need to convert QBO or OFX files instead? Check out our QBO to CSV conversion guide.

Tips for Citi Conversions

Frequently Asked Questions

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