Convert a Citi statement to CSV
Turn a Citi statement PDF into a clean, reconciliation-ready CSV file in under a minute — no template setup, including many bank formats that template-based tools struggle with.
How to convert your Citi statement
- Upload the PDF. Drag your Citi statement into BankTidy. One file or a batch.
- We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
- Download CSV. Get a CSV file that's ready for your books.
Why BankTidy handles Citi statements that other tools miss
Citi is the everyday name Citigroup uses across its U.S. banking and card products, and in practice bookkeepers see it on everything from deposit account statements to a large family of consumer and small-business credit cards. Because a Citi statement might be a simple checking summary one month and a transaction-heavy card statement the next, rigid parsing rules tend to break. BankTidy sidesteps that by reading the Citi PDF as it actually appears and reconciling every extracted transaction to the printed closing balance, so whether you export to Excel, CSV, QuickBooks, or Xero, the numbers are accounted for from the start.
Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide
Frequently asked questions
Is it safe to convert my Citi statement?
Yes. You upload a statement you already have — there's no Citi login and no account linking. Files are processed only to produce your CSV file and are not used to train anything; data is encrypted in transit and at rest.
Does this work if my Citi statement is scanned or a photo?
Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.
Will the CSV output balance?
Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.
How many Citi statements can I convert?
Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.
Do I have to subscribe?
No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.
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