Convert a Citibank statement to QuickBooks
Turn a Citibank statement PDF into a clean, reconciliation-ready QuickBooks-ready file in under a minute — no template setup, including many bank formats that template-based tools struggle with.
How to convert your Citibank statement
- Upload the PDF. Drag your Citibank 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 QuickBooks. Get a QuickBooks-ready file that's ready for your books.
Why BankTidy handles Citibank statements that other tools miss
Citibank is the U.S. consumer banking brand of Citigroup, a global financial institution, and it is best known to bookkeepers for its checking and savings relationships and its extensive credit card portfolio. Depending on the client you may be converting a straightforward personal statement or a denser account with recurring transfers and card charges, and Citibank formats those sections in its own way. BankTidy handles any Citibank statement layout without a predefined map of the page, extracting each line and then verifying the running total matches the closing balance shown on the document before producing your CSV, Excel, QuickBooks, or Xero output.
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 Citibank statement?
Yes. You upload a statement you already have — there's no Citibank login and no account linking. Files are processed only to produce your QuickBooks-ready file and are not used to train anything; data is encrypted in transit and at rest.
Does this work if my Citibank 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 QuickBooks 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 Citibank 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.
Don't see your bank? Request it.
Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.